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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
SFA
1076
Sequoia Financial Advisors
Ohio
$1.28M -$191K -1,264 -13%
CA
1077
Calton & Associates
Florida
$1.28M +$25.7K +170 +2%
BIA
1078
Bigelow Investment Advisors
Maine
$1.27M +$1.31M +8,672 New
CAM
1079
Claret Asset Management
Quebec, Canada
$1.27M -$31.2K -206 -2%
NSAM
1080
North Star Asset Management
Wisconsin
$1.27M +$1.66K +11 +0.1%
VI
1081
Versor Investments
New York
$1.27M +$380K +2,511 +41%
Twin Tree Management
1082
Twin Tree Management
Texas
$1.27M -$6.13M -40,545 -82%
BMM
1083
Buffington Mohr McNeal
Idaho
$1.26M +$614K +4,059 +89%
BO
1084
BRR OpCo
Ohio
$1.26M +$29.2K +193 +2%
FSA
1085
Financial Sense Advisors
California
$1.25M +$724K +4,786 +127%
GCC
1086
Guardian Capital (Canada)
Ontario, Canada
$1.25M +$278K +1,835 +27%
JG
1087
Jefferies Group
New York
$1.24M -$5.76M -38,097 -82%
UAS
1088
United Asset Strategies
New York
$1.24M +$359K +2,374 +39%
PCAP
1089
Pratt Collard Advisory Partners
New York
$1.23M +$233K +1,538 +22%
EWA
1090
EP Wealth Advisors
California
$1.23M +$165K +1,093 +15%
HB
1091
Homrich & Berg
Georgia
$1.23M -$280K -1,849 -18%
CSUI
1092
Cincinnati Specialty Underwriters Insurance
Ohio
$1.23M
PL
1093
Polianta Ltd
Jersey
$1.23M +$1.27M +8,368 New
SFI
1094
Susquehanna Fundamental Investments
Pennsylvania
$1.23M +$1.27M +8,368 New
CAL
1095
Capital Analysts LLC
Pennsylvania
$1.22M +$1.17M +7,715 +1,310%
GSBTD
1096
Glenview State Bank Trust Department
Illinois
$1.22M
NFGCM
1097
Norman Fields Gottscho Capital Management
New York
$1.21M +$54.2K +358 +5%
SCM
1098
SOL Capital Management
Maryland
$1.21M -$1.66K -11 -0.1%
EWM
1099
Evermay Wealth Management
Virginia
$1.21M +$33.7K +223 +3%
TL
1100
Tirschwell & Loewy
New York
$1.21M -$54K -357 -4%

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.