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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
CCA
1201
Cobblestone Capital Advisors
New York
$935K -$25.7K -170 -3%
WPC
1202
White Pine Capital
Minnesota
$931K
BWM
1203
Buckley Wealth Management
Nevada
$931K +$44.2K +292 +5%
SFG
1204
StrategIQ Financial Group
Indiana
$927K -$15.1K -100 -2%
OIA
1205
Optimum Investment Advisors
Illinois
$927K +$17.2K +114 +2%
JCM
1206
Jacobi Capital Management
Pennsylvania
$927K +$228K +1,510 +30%
BOTW
1207
Bank of the West
California
$926K +$1.51K +10 +0.2%
AWM
1208
Aries Wealth Management
Maine
$925K +$258K +1,705 +38%
CPR
1209
CSU Producer Resources
Ohio
$921K
LA
1210
Lau Associates
Delaware
$918K -$28.3K -187 -3%
WPA
1211
Winning Points Advisors
Florida
$912K +$111K +732 +13%
WP
1212
WealthSource Partners
California
$911K -$253K -1,669 -21%
WA
1213
Wheatland Advisors
Pennsylvania
$911K
TIA
1214
Tiemann Investment Advisors
California
$911K +$9.68K +64 +1%
FCMC
1215
Founders Capital Management (Connecticut)
Connecticut
$907K -$302K -1,996 -24%
I2I
1216
Insight 2811 Inc
Illinois
$905K -$31.8K -210 -3%
SBWM
1217
Sunflower Bank Wealth Management
Arizona
$905K
PA
1218
Parallel Advisors
California
$904K -$3.03K -20 -0.3%
MHS
1219
M Holdings Securities
Oregon
$898K -$93K -615 -9%
DVM
1220
Dreman Value Management
Florida
$898K
MGIA
1221
Moneta Group Investment Advisors
Missouri
$898K +$144K +952 +18%
WA
1222
Wealth Architects
California
$897K -$605 -4 -0.1%
CI
1223
CAZ Investments
Texas
$896K
AAC
1224
Asset Advisors Corp
Georgia
$890K +$31.6K +209 +4%
MIP
1225
Marietta Investment Partners
Wisconsin
$889K -$9.53K -63 -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.