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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
LNC
876
Lincoln National Corp
Pennsylvania
$2.15M -$1.72M -11,391 -44%
AB
877
AT Bancorp
Iowa
$2.15M -$21.3K -141 -1%
BSPF
878
British Steel Pension Fund
United Kingdom
$2.14M
ZIC
879
ZWJ Investment Counsel
Georgia
$2.14M -$1.02M -6,738 -32%
MRCM
880
M&R Capital Management
New Jersey
$2.13M +$82.2K +543 +4%
WB
881
Webster Bank
Connecticut
$2.12M -$194K -1,285 -8%
FANJ
882
Financial Architects (New Jersey)
New Jersey
$2.12M -$3.08M -20,359 -59%
CIA
883
Choate Investment Advisors
Massachusetts
$2.11M -$1.27M -8,389 -37%
SBSB
884
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.11M -$24.1K -159 -1%
BFM
885
Boston Financial Management
Massachusetts
$2.1M -$135K -892 -6%
IA
886
IFG Advisory
Georgia
$2.1M +$160K +1,055 +8%
CCM
887
Chilton Capital Management
Texas
$2.1M +$602K +3,976 +39%
RCM
888
RNC Capital Management
California
$2.09M -$301K -1,987 -12%
LMAM
889
Legg Mason Asset Management
Japan
$2.09M -$696K -4,602 -24%
FWM
890
Focused Wealth Management
New York
$2.08M +$11K +73 +0.5%
ECML
891
Eagle Capital Management (Louisiana)
Louisiana
$2.06M +$2.13M +14,070 New
EM
892
Excalibur Management
Massachusetts
$2.06M +$52.7K +348 +3%
SC
893
Schulhoff & Co
Ohio
$2.05M +$303 +2 +0%
IC
894
Investment Counsel
Michigan
$2.05M +$65.2K +431 +3%
Acadian Asset Management
895
Acadian Asset Management
Massachusetts
$2.04M -$1.84M -12,134 -47%
CCC
896
Chelsea Counsel Company
California
$2.04M -$475K -3,138 -18%
WCM
897
Windward Capital Management
California
$2.04M +$2.11M +13,923 New
TSW
898
Thompson Siegel & Walmsley
Virginia
$2.03M -$115K -758 -5%
GLA
899
Great Lakes Advisors
Illinois
$2.03M -$2.51M -16,564 -54%
WAM
900
Wolverine Asset Management
Illinois
$2.03M +$1.29M +8,541 +161%

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.