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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
IWA
951
Intercontinental Wealth Advisors
Texas
$1.72M -$341K -2,252 -16%
AIM
952
Acropolis Investment Management
Missouri
$1.71M +$215K +1,418 +14%
APP
953
Avantax Planning Partners
Iowa
$1.71M +$153K +1,010 +10%
CCG
954
Cypress Capital Group
Florida
$1.7M +$22.1K +146 +1%
CCA
955
Checchi Capital Advisers
California
$1.7M -$177K -1,171 -9%
WOC
956
West Oak Capital
California
$1.7M -$10.3K -68 -0.6%
AF
957
Allworth Financial
California
$1.7M +$20.7K +137 +1%
NAM
958
NorthCoast Asset Management
Connecticut
$1.7M -$130K -856 -7%
Jones Financial Companies
959
Jones Financial Companies
Missouri
$1.69M -$489K -3,234 -22%
FBT
960
First Bankers Trust
Kentucky
$1.69M
CONA
961
Capital One National Association
New York
$1.69M +$34.2K +226 +2%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$1.69M -$114K -751 -6%
HW
963
Hancock Whitney
Mississippi
$1.69M -$8.47K -56 -0.5%
LAM
964
Lingohr Asset Management
Germany
$1.68M +$206K +1,360 +13%
WIC
965
Wilkins Investment Counsel
Massachusetts
$1.68M -$429K -2,837 -20%
PL
966
Perpetual Ltd
Australia
$1.68M -$16M -105,646 -90%
AWA
967
Arete Wealth Advisors
Illinois
$1.67M +$682K +4,508 +66%
AFG
968
Albion Financial Group
Utah
$1.67M +$1.72M +11,355 New
GA
969
GFS Advisors
Texas
$1.67M +$1.34M +8,839 +352%
FC
970
Forte Capital
New York
$1.66M +$102K +677 +6%
MAA
971
Mraz Amerine & Associates
California
$1.66M -$153K -1,009 -8%
HVIA
972
Hudson Valley Investment Advisors
New York
$1.66M -$8.32K -55 -0.5%
OI
973
Oakbrook Investments
Illinois
$1.66M -$39.6K -262 -2%
SCM
974
Southport Capital Management
Tennessee
$1.65M
EI
975
EDMP Inc
Florida
$1.65M -$11K -73 -0.6%

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.