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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
CM
1176
Cornerstone Management
Georgia
$985K
OC
1177
Oarsman Capital
Wisconsin
$984K +$9.83K +65 +1%
FMT
1178
First Mercantile Trust
Tennessee
$982K +$734K +4,852 +263%
BAM
1179
Brave Asset Management
New Jersey
$981K +$40.5K +268 +4%
OA
1180
Oxbow Advisors
Texas
$975K
SFSIG
1181
San Francisco Sentry Investment Group
California
$973K +$756 +5 +0.1%
WCAMG
1182
Woodard & Company Asset Management Group
North Carolina
$970K +$777K +5,135 +329%
WC
1183
Whitney & Co
New York
$969K -$35.6K -235 -3%
CA
1184
Cornerstone Advisory
Maryland
$967K +$190K +1,257 +24%
TPWA
1185
TRUE Private Wealth Advisors
Oregon
$966K +$26.3K +174 +3%
TCOT
1186
Trust Company of Toledo
Ohio
$959K +$94.9K +627 +11%
DA
1187
DSC Advisors
Illinois
$956K +$206K +1,361 +26%
BC
1188
Burleson & Co
California
$956K +$271K +1,788 +38%
NFG
1189
Nations Financial Group
Iowa
$955K +$7.72K +51 +0.8%
DAM
1190
Delta Asset Management
Tennessee
$955K +$117K +774 +13%
MMPW
1191
Mitchell McLeod Pugh & Williams
Alabama
$954K +$56.9K +376 +6%
GBT
1192
Grove Bank & Trust
Florida
$950K
WI
1193
Wintrust Investments
Illinois
$949K -$367K -2,425 -29%
GRQ
1194
Gardner Russo & Quinn
Pennsylvania
$947K -$224K -1,480 -19%
ST
1195
Somerset Trust
Pennsylvania
$947K -$121K -800 -11%
BMC
1196
Beaton Management Company
Massachusetts
$945K +$23.8K +157 +2%
ID
1197
Integral Derivatives
New York
$943K +$972K +6,427 New
MMHP
1198
Murphy Middleton Hinkle & Parker
Georgia
$939K +$908 +6 +0.1%
MWP
1199
MYCIO Wealth Partners
Pennsylvania
$938K -$23.8K -157 -2%
BWA
1200
Burt Wealth Advisors
Maryland
$936K -$5.6K -37 -0.6%

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.