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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
IIM
1126
Ipswich Investment Management
Massachusetts
$1.12M -$7.87K -52 -0.7%
KC
1127
Kingfisher Capital
North Carolina
$1.11M +$56.3K +372 +5%
LPIC
1128
LeJeune Puetz Investment Counsel
Michigan
$1.11M -$17.4K -115 -1%
BP
1129
Ballentine Partners
Massachusetts
$1.11M -$26.2K -173 -2%
GIP
1130
Granite Investment Partners
California
$1.1M -$20.6K -136 -2%
AIA
1131
Allegis Investment Advisors
Idaho
$1.1M -$32.1K -212 -3%
ZAM
1132
Zevin Asset Management
Massachusetts
$1.1M -$187K -1,236 -14%
GD
1133
Grandfield & Dodd
New York
$1.1M
PWM
1134
Perigon Wealth Management
California
$1.1M +$213K +1,411 +23%
FNB
1135
Farmers National Bank
Kentucky
$1.1M +$473K +3,125 +72%
BFG
1136
Beacon Financial Group
Texas
$1.1M -$17.4K -115 -2%
IAA
1137
Independent Advisor Alliance
North Carolina
$1.1M +$46.9K +310 +4%
BSA
1138
Braun Stacey Associates
New York
$1.09M -$206K -1,360 -15%
UCI
1139
Uncommon Cents Investing
Wisconsin
$1.09M -$49K -324 -4%
SAM
1140
Summit Asset Management
Tennessee
$1.09M +$3.93K +26 +0.4%
AWCI
1141
Alpine Woods Capital Investors
New York
$1.08M
CWM
1142
Connecticut Wealth Management
Connecticut
$1.08M -$158K -1,046 -12%
AP
1143
Appleton Partners
Massachusetts
$1.08M +$104K +688 +10%
SNBOSD
1144
Security National Bank of So Dak
Iowa
$1.08M -$63.4K -419 -5%
PCA
1145
Providence Capital Advisors
North Carolina
$1.07M +$933K +6,169 +537%
IUHSA
1146
Itau Unibanco Holding S.A.
Brazil
$1.07M -$613K -4,052 -36%
JCM
1147
Jag Capital Management
Missouri
$1.06M
BBWA
1148
Bell & Brown Wealth Advisors
California
$1.06M +$18.8K +124 +2%
PCMK
1149
Paragon Capital Management (Kansas)
Kansas
$1.06M -$259K -1,714 -2%
IIM
1150
Ironwood Investment Management
Massachusetts
$1.06M -$1.51K -10 -0.1%

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.