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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
IAM
1026
Impax Asset Management
New Hampshire
$1.46M +$208K +1,373 +16%
MHIC
1027
Marble Harbor Investment Counsel
Massachusetts
$1.46M -$8.02K -53 -0.5%
Qube Research & Technologies (QRT)
1028
Qube Research & Technologies (QRT)
United Kingdom
$1.45M +$1.5M +9,910 New
SFSG
1029
Stearns Financial Services Group
North Carolina
$1.45M -$45.5K -301 -3%
HCMNY
1030
Howard Capital Management (New York)
New York
$1.45M
CPIA
1031
Cornell Pochily Investment Advisors
New York
$1.45M -$19.2K -127 -1%
LSA
1032
L & S Advisors
California
$1.42M +$1.47M +9,711 New
DPIM
1033
Duff & Phelps Investment Management
Illinois
$1.42M -$50.5K -334 -3%
PWMAG
1034
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M +$327K +2,160 +29%
RC
1035
Roundview Capital
New Jersey
$1.42M -$58.1K -384 -4%
FAM
1036
Fenimore Asset Management
New York
$1.42M -$92K -608 -6%
VIA
1037
Vident Investment Advisory
Georgia
$1.41M -$73.1K -483 -5%
WA
1038
Waverly Advisors
Alabama
$1.41M +$88.4K +584 +6%
SFS
1039
Strategic Financial Services
New York
$1.4M +$605 +4 +0%
MC
1040
Martin & Co
Tennessee
$1.39M -$33.9K -224 -2%
PCA
1041
Personal Capital Advisors
California
$1.38M -$9.48M -62,656 -87%
SC
1042
Savant Capital
Illinois
$1.38M +$85.3K +564 +6%
WDA
1043
Wendell David Associates
New Hampshire
$1.38M
WKWM
1044
Walter & Keenan Wealth Management
Indiana
$1.37M +$15.9K +105 +1%
CCM
1045
Cribstone Capital Management
Maine
$1.37M +$83.4K +551 +6%
PP
1046
PagnatoKarp Partners
Virginia
$1.37M -$47.7K -315 -3%
FWM
1047
Frontier Wealth Management
Missouri
$1.36M +$128K +845 +10%
OAM
1048
Oak Asset Management
California
$1.36M -$31.2K -206 -2%
BRWA
1049
B. Riley Wealth Advisors
Florida
$1.36M +$295K +1,949 +27%
MSU
1050
Mizuho Securities USA
New York
$1.35M -$1.54M -10,147 -52%

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.