We are live on ! Find out more

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
PFS
901
Physicians Financial Services
North Carolina
$2.02M -$38.1K -252 -2%
FFWA
902
FRG Family Wealth Advisors
Washington
$2.02M -$45.8K -303 -2%
PAM
903
Peninsula Asset Management
Florida
$2.02M +$41.2K +272 +2%
TAM
904
Tiverton Asset Management
Delaware
$2.02M +$94.3K +623 +5%
HCM
905
Harvey Capital Management
Florida
$2.01M +$2.07M +13,708 New
GIA
906
GHP Investment Advisors
Colorado
$2.01M -$45.5K -301 -2%
HI
907
Horizon Investments
North Carolina
$2.01M +$464K +3,070 +29%
IFWM
908
Institute for Wealth Management
Colorado
$2.01M +$910K +6,014 +71%
SC
909
Sawyer & Company
Massachusetts
$1.99M -$30.1K -199 -1%
RT
910
Rockland Trust
Massachusetts
$1.99M +$95.6K +632 +5%
MHIM
911
MacNealy Hoover Investment Management
Ohio
$1.98M -$368K -2,432 -15%
FBC
912
Fairfield, Bush & Co
Connecticut
$1.98M +$116K +768 +6%
MCM
913
Monument Capital Management
Virginia
$1.98M +$305K +2,017 +17%
CAM
914
Chesapeake Asset Management
New York
$1.97M -$54.9K -363 -3%
TFA
915
Toth Financial Advisory
Virginia
$1.97M +$148K +978 +8%
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$1.97M
CIA
917
Cascade Investment Advisors
Oregon
$1.95M +$37.2K +246 +2%
CAG
918
Crestwood Advisors Group
Massachusetts
$1.95M -$75.2K -497 -4%
GAMC
919
Garner Asset Management Corp
Texas
$1.95M +$143K +942 +8%
CPC
920
Congress Park Capital
New York
$1.94M -$75.7K -500 -4%
CICI
921
Capital Investment Counsel Inc
North Carolina
$1.92M +$140K +926 +8%
NAM
922
Needelman Asset Management
California
$1.92M +$1.7M +11,234 +615%
SFG
923
Summit Financial Group
West Virginia
$1.91M +$257K +1,700 +15%
PGIM
924
Pacific Global Investment Management
California
$1.91M +$91.8K +607 +5%
LRPA
925
L. Roy Papp & Associates
Arizona
$1.9M -$19.8K -131 -1%

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.