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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
OPTFSNA
1051
Old Point Trust & Financial Services N A
Virginia
$1.35M +$95K +628 +7%
RHAM
1052
Round Hill Asset Management
California
$1.35M +$69.3K +458 +5%
LOAME
1053
Lombard Odier Asset Management (Europe)
United Kingdom
$1.35M -$167K -1,104 -11%
ECM
1054
Elgethun Capital Management
South Dakota
$1.34M -$1.27M -8,363 -48%
CCM
1055
Compton Capital Management
Rhode Island
$1.34M +$103K +684 +8%
AIM
1056
Anchor Investment Management
South Carolina
$1.34M +$117K +774 +9%
HCMT
1057
Highland Capital Management (Tennessee)
Tennessee
$1.34M +$173K +1,142 +14%
HHAA
1058
Henry H. Armstrong Associates
Pennsylvania
$1.34M -$47.7K -315 -3%
PHS
1059
Pekin Hardy Strauss
Illinois
$1.34M -$66.4K -439 -5%
CNC
1060
Citizens & Northern Corp
Pennsylvania
$1.33M +$768K +5,074 +126%
CG
1061
Caprock Group
Idaho
$1.33M -$292K -1,929 -18%
AP
1062
Atwood & Palmer
Missouri
$1.33M -$47.5K -314 -3%
SNBOSCI
1063
Security National Bank of Sioux City Iowa
Iowa
$1.33M +$100K +664 +8%
SLT
1064
St Louis Trust
Missouri
$1.33M +$950K +6,276 +226%
PGWM
1065
Parisi Gray Wealth Management
New Jersey
$1.32M -$31.2K -206 -2%
VC
1066
Vicus Capital
Pennsylvania
$1.32M +$276K +1,826 +25%
MM
1067
Meridian Management
Arkansas
$1.31M
NC
1068
NewSquare Capital
Pennsylvania
$1.3M +$134K +883 +11%
BEC
1069
Blue Edge Capital
Virginia
$1.3M
DE
1070
Day & Ennis
Georgia
$1.3M +$202K +1,338 +18%
MWM
1071
Modera Wealth Management
New Jersey
$1.29M -$37.1K -245 -3%
FEG
1072
Fund Evaluation Group
Ohio
$1.29M
QCMC
1073
Quantum Capital Management (California)
California
$1.29M +$340K +2,250 +34%
BFA
1074
Beaumont Financial Advisors
Massachusetts
$1.29M +$890K +5,885 +201%
ECM
1075
Evergreen Capital Management
Washington
$1.28M +$97.7K +646 +8%

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.