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
Parnassus Investments
76
Parnassus Investments
California
$153M -$109M -719,125 -41%
ClearBridge Investments
77
ClearBridge Investments
New York
$149M +$2.96M +19,559 +2%
LBA
78
Letko, Brosseau & Associates
Quebec, Canada
$144M -$2.89M -19,069 -2%
Toronto Dominion Bank
79
Toronto Dominion Bank
Ontario, Canada
$141M +$52.3M +345,368 +56%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$140M -$11.1M -73,429 -7%
Axa
81
Axa
France
$139M -$9.14M -60,379 -6%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$137M +$10.9M +72,284 +8%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$131M +$108M +715,358 +399%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$129M -$3.17M -20,920 -2%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128M -$31M -204,981 -19%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$117M -$12.8M -84,414 -10%
GC
87
Guggenheim Capital
Illinois
$116M -$6.86M -45,340 -5%
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$116M -$3.55M -23,467 -3%
National Pension Service
89
National Pension Service
South Korea
$113M -$791K -5,225 -0.7%
US Bancorp
90
US Bancorp
Minnesota
$113M -$9.13M -60,369 -7%
H
91
Hexavest
Quebec, Canada
$109M +$1.24M +8,191 +1%
Barrow, Hanley, Mewhinney & Strauss
92
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M +$14.1M +93,027 +14%
PAMU
93
Pictet Asset Management (UK)
United Kingdom
$107M -$3.8M -25,141 -3%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$107M +$13M +86,208 +13%
Mackenzie Financial
95
Mackenzie Financial
Ontario, Canada
$99.8M -$464K -3,064 -0.4%
HCM
96
Hamlin Capital Management
New York
$98.7M +$28.7M +189,516 +39%
Bessemer Group
97
Bessemer Group
New Jersey
$97.5M +$93.7M +619,064 +1,364%
RJA
98
Raymond James & Associates
Florida
$94.9M +$6.1M +40,340 +7%
NIPH
99
NN Investment Partners Holdings
Netherlands
$93M -$5.74M -37,965 -6%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$89.9M +$4.35M +28,780 +5%

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.