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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
FAIM
926
Financial Advocates Investment Management
Washington
$1.9M +$547K +3,613 +39%
LIM
927
Leavell Investment Management
Alabama
$1.9M +$31K +205 +2%
SCA
928
Stokes Capital Advisors
South Carolina
$1.88M +$1.94M +12,845 New
PI
929
Pettee Investors
Connecticut
$1.88M +$84K +555 +5%
GI
930
GAMCO Investors
Connecticut
$1.87M +$65.4K +432 +4%
SSG
931
Summit Securities Group
New York
$1.86M +$1.68M +11,088 +707%
KL
932
KWMG LLC
Kansas
$1.85M +$199K +1,313 +12%
FHA
933
Flagship Harbor Advisors
Massachusetts
$1.85M -$80.5K -532 -4%
SACTSONJ
934
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.84M -$317K -2,092 -14%
MYLI
935
Meiji Yasuda Life Insurance
Japan
$1.84M -$413K -2,731 -18%
SS
936
Simplicity Solutions
Minnesota
$1.83M -$23.8K -157 -1%
EF
937
Empirical Finance
Pennsylvania
$1.83M +$2.05M +13,553 New
GFA
938
Gifford Fong Associates
California
$1.83M +$1.88M +12,447 New
MCM
939
MAI Capital Management
Ohio
$1.81M +$22.4K +148 +1%
VAM
940
Verity Asset Management
North Carolina
$1.8M +$107K +704 +6%
MJRIC
941
Mogy Joel R Investment Counsel
California
$1.8M -$87.1K -576 -4%
BSW
942
Buckingham Strategic Wealth
Missouri
$1.8M +$109K +719 +6%
TBNY
943
Trustco Bank (New York)
New York
$1.79M -$39.5K -261 -2%
BHBT
944
Burke & Herbert Bank & Trust
Virginia
$1.77M +$41K +271 +2%
EHWM
945
Eads & Heald Wealth Management
Georgia
$1.76M -$78.4K -518 -4%
HCM
946
Hutner Capital Management
Vermont
$1.74M -$944K -6,237 -34%
SMM
947
Stadion Money Management
Georgia
$1.74M -$121K -802 -6%
SFS
948
Sowell Financial Services
Arkansas
$1.73M -$213K -1,410 -10%
WTB
949
Washington Trust Bank
Washington
$1.73M +$163K +1,076 +10%
GW
950
GW & Wade
Massachusetts
$1.72M +$107K +710 +6%

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.