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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
GLA
1151
Good Life Advisors
Pennsylvania
$1.05M -$27.8K -184 -2%
EA
1152
Elm Advisors
California
$1.05M
CWM
1153
Concentric Wealth Management
California
$1.05M +$3.63K +24 +0.3%
FFS
1154
Founders Financial Securities
Maryland
$1.05M +$22.8K +151 +2%
BRF
1155
B. Riley Financial
California
$1.04M +$791K +5,226 +278%
SIMM
1156
Stillwater Investment Management (Minnesota)
Minnesota
$1.04M -$151K -997 -12%
TTWM
1157
TCV Trust & Wealth Management
Virginia
$1.04M -$9.68K -64 -0.9%
FFA
1158
First Foundation Advisors
California
$1.04M +$21.6K +143 +2%
CF
1159
Centaurus Financial
California
$1.03M +$1.07M +7,055 New
KFS
1160
Kurt F. Somerville
$1.03M
AFP
1161
Ausdal Financial Partners
Iowa
$1.03M +$5.9K +39 +0.6%
RI
1162
Ridgewood Investments
New Jersey
$1.03M -$7.41K -49 -0.7%
WBC
1163
West Branch Capital
Massachusetts
$1.03M +$1.06M +6,995 New
PV
1164
Private Vista
Illinois
$1.02M -$91.2K -603 -8%
GA
1165
Greytown Advisors
Florida
$1.02M +$93.8K +620 +10%
AL
1166
Aspiriant LLC
California
$1.01M +$1.04M +6,897 New
NIM
1167
NuWave Investment Management
New Jersey
$1.01M +$1.05M +6,934 +33,019%
BCCM
1168
Bridge Creek Capital Management
Massachusetts
$1.01M -$6.51K -43 -0.6%
ANRIA
1169
American National Registered Investment Advisor
Texas
$1M -$14.2K -94 -1%
CCM
1170
Crossvault Capital Management
Texas
$1M +$39.5K +261 +4%
BSB
1171
Bangor Savings Bank
Maine
$1M +$54.6K +361 +6%
MCM
1172
Mork Capital Management
California
$997K -$396K -2,615 -28%
PL
1173
Plancorp LLC
Missouri
$995K +$34.3K +227 +3%
SWM
1174
Stockman Wealth Management
Montana
$992K -$57.3K -379 -5%
CA
1175
Cambridge Advisors
Nebraska
$992K

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.