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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
VF
1101
Virtu Financial
New York
$1.2M -$5.69M -37,581 -82%
EB
1102
Eastern Bank
Massachusetts
$1.2M -$171K -1,128 -12%
BWP
1103
Baldwin Wealth Partners
Massachusetts
$1.19M -$92K -608 -7%
SC
1104
SouthState Corp
Florida
$1.19M -$45.7K -302 -4%
EM
1105
Emancipation Management
New York
$1.18M +$649K +4,292 +114%
MVA
1106
Mount Vernon Associates
Maryland
$1.17M
PTC
1107
Philadelphia Trust Company
Pennsylvania
$1.17M -$38K -251 -3%
JCM
1108
Jafra Capital Management
New York
$1.17M +$1.2M +7,963 New
VFPI
1109
Vantage Financial Partners (Illinois)
Illinois
$1.16M +$902K +5,962 +306%
LCM
1110
Lucas Capital Management
New Jersey
$1.16M -$35.7K -236 -3%
MIC
1111
Meridian Investment Counsel
California
$1.16M -$6.05K -40 -0.5%
PFS
1112
Prospera Financial Services
Texas
$1.16M +$475K +3,137 +66%
CS
1113
Cannell & Spears
New York
$1.15M -$205K -1,357 -15%
SFG
1114
SNS Financial Group
Minnesota
$1.15M -$34.6K -229 -3%
RHBC
1115
R.H. Bluestein & Co
Michigan
$1.15M +$34.3K +227 +3%
MCA
1116
Mercer Capital Advisers
New Jersey
$1.15M
BIC
1117
Beach Investment Counsel
Pennsylvania
$1.15M -$35.6K -235 -3%
PCG
1118
Private Capital Group
Connecticut
$1.14M -$33K -218 -3%
MWM
1119
Mission Wealth Management
California
$1.14M +$5.29K +35 +0.5%
CT
1120
Chicago Trust
Illinois
$1.14M -$33.7K -223 -3%
CAG
1121
Csenge Advisory Group
Florida
$1.13M +$365K +2,411 +45%
VCM
1122
Vigilant Capital Management
Maine
$1.13M +$19.1K +126 +2%
DAM
1123
Doheny Asset Management
California
$1.13M
CLOS
1124
Compagnie Lombard Odier SCmA
Switzerland
$1.13M -$1.31M -8,630 -53%
ATC
1125
Adirondack Trust Company
New York
$1.12M +$22.2K +147 +2%

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.