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1,970 hedge funds and large institutions have $80.8B invested in IBM in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 847 increasing their positions, 757 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 7692 (+16)

20% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 101

12% more repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 757

0.16% more ownership

Funds ownership: 59.69%59.84% (+0.16%)

0% less funds holding

Funds holding: 1,9751,970 (-5)

0% less capital invested

Capital invested by funds: $81B → $80.8B (-$209M)

12% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.11B

Holders
1,970
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
45.14%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
2.11%
New
121
Increased
847
Reduced
757
Closed
101
Calls
$1.86B
Puts
$2.11B
Net Calls
-$245M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
851
Spinnaker Trust
Maine
$2.26M -$48.3K -319 -2%
CNAM
852
Campbell Newman Asset Management
Wisconsin
$2.25M -$8.28M -54,745 -78%
B
853
Bellecapital
Switzerland
$2.25M -$88.2K -583 -4%
WP
854
WMS Partners
Maryland
$2.25M -$105K -696 -4%
NCMW
855
Northern Capital Management (Wisconsin)
Wisconsin
$2.24M -$363K -2,401 -14%
HCM
856
Howland Capital Management
Massachusetts
$2.23M +$145K +956 +7%
Victory Capital Management
857
Victory Capital Management
Texas
$2.23M -$13.1M -86,423 -85%
LWCFA
858
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.23M -$161K -1,064 -7%
FA
859
FDx Advisors
Illinois
$2.21M +$59.3K +392 +3%
FG
860
Fiduciary Group
Georgia
$2.21M -$1.59M -10,535 -41%
B
861
Bailard
California
$2.21M +$198K +1,307 +10%
PTC
862
Private Trust Company
Ohio
$2.2M -$208K -1,377 -8%
RMDI
863
R.M. Davis Inc
Maine
$2.2M -$174K -1,147 -7%
BB
864
Busey Bank
Illinois
$2.2M -$2.72K -18 -0.1%
HCM
865
Hengehold Capital Management
Ohio
$2.19M +$4.69K +31 +0.2%
NA
866
Navellier & Associates
Nevada
$2.19M +$138K +910 +6%
HFA
867
HC Financial Advisors
California
$2.19M -$9.08K -60 -0.4%
EGM
868
Engineers Gate Manager
New York
$2.18M +$423K +2,793 +23%
NB
869
Northwest Bancshares
Pennsylvania
$2.17M +$115K +759 +5%
FQ
870
First Quadrant
California
$2.17M -$1.04M -6,903 -32%
HIC
871
Holderness Investments Company
North Carolina
$2.17M -$7.72K -51 -0.3%
VFA
872
Voya Financial Advisors
Connecticut
$2.16M +$75.5K +499 +3%
ACM
873
Alpha Capital Management
Texas
$2.16M +$2.23M +14,710 New
RE
874
RBC Europe
United Kingdom
$2.16M -$70.1K -463 -3%
FM
875
Foster & Motley
Ohio
$2.15M -$443K -2,930 -17%

IBM Hedge Fund Activity: Q1 2018 in Review

1,970 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2018, worth a combined $80.8B — down 0.26% from $81B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IBM positions and 101 closed out — a net gain of 20 holders — while 847 added to existing stakes and 757 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $408M. The largest seller was D.E. Shaw & Co, cutting an estimated $341M.

  • 1,970 institutional investors held IBM (IBM) as of Q1 2018, down from 1,975 in Q4 2017.
  • Funds reported $80.8B of IBM stock for Q1 2018, down 0.26% quarter-over-quarter.
  • 121 funds opened new IBM positions in Q1 2018 and 101 closed out, a net change of +20 holders.
  • The largest IBM buyer in Q1 2018 was Arrowstreet Capital, an estimated $408M added.
  • The largest IBM seller in Q1 2018 was D.E. Shaw & Co, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2018.