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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
AG
101
Aperio Group
California
$89.2M +$8.97M +59,257 +11%
SO
102
STRS Ohio
Ohio
$88.7M +$3.25M +21,454 +4%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$86.7M -$4.12M -27,210 -4%
KeyBank National Association
104
KeyBank National Association
Ohio
$85.9M -$4.59M -30,338 -5%
Two Sigma Investments
105
Two Sigma Investments
New York
$85.8M -$59.7M -394,911 -40%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$85.3M -$7.45M -49,243 -8%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$83.6M +$8.73M +57,733 +11%
Franklin Resources
108
Franklin Resources
California
$81.1M -$2.64M -17,430 -3%
Westfield Capital Management
109
Westfield Capital Management
Massachusetts
$78.1M +$80.3M +530,494 +25,358%
ACI
110
AMP Capital Investors
Australia
$78.1M +$2.78M +18,371 +4%
GIA
111
Gateway Investment Advisers
Ohio
$77.6M -$986K -6,516 -1%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$76.4M -$4.77M -31,529 -6%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$75.2M +$2.47M +16,355 +3%
PI
114
PGGM Investments
Netherlands
$75M
ORIO
115
Old Republic International (ORI)
Illinois
$74.6M
DZ Bank
116
DZ Bank
Germany
$73.3M -$2.74M -18,110 -3%
VRS
117
Virginia Retirement Systems
Virginia
$73.1M +$28.3M +187,129 +60%
SCM
118
Sirios Capital Management
Massachusetts
$72.3M +$46.5M +307,265 +166%
MAM
119
Martingale Asset Management
Massachusetts
$70.9M +$4.69M +31,029 +7%
SOMRS
120
State of Michigan Retirement System
Michigan
$70.7M -$31.6K -209 -0%
FWIA
121
Fort Washington Investment Advisors
Ohio
$70.4M +$2.95M +19,499 +4%
N
122
Natixis
France
$69M +$18M +118,998 +33%
CI
123
Cincinnati Insurance
Ohio
$69M +$601K +3,975 +0.9%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$68.4M -$3.63M -23,964 -5%
MSL
125
Mackay Shields LLC
New York
$67.8M +$70M +462,566 New

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.