We are live on ! Find out more

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
ADL
1226
Asset Dedication LLC
California
$889K +$13.8K +91 +2%
FIM
1227
Frontier Investment Management
Texas
$885K -$455K -3,005 -33%
TIA
1228
Trust Investment Advisors
Indiana
$885K -$20.6K -136 -2%
CBA
1229
Coastal Bridge Advisors
Connecticut
$880K +$2.42K +16 +0.3%
SXL
1230
Summit X LLC
Missouri
$879K -$120K -796 -12%
RCA
1231
Rowland Carmichael Advisors
Arizona
$877K +$120K +792 +15%
EWM
1232
Endurance Wealth Management
Rhode Island
$876K +$49.2K +325 +6%
EGA
1233
E&G Advisors
Texas
$875K +$79.1K +523 +10%
CP
1234
Castleview Partners
Texas
$873K +$900K +5,949 New
Tudor Investment Corp
1235
Tudor Investment Corp
Connecticut
$869K -$3.13M -20,685 -78%
Verition Fund Management
1236
Verition Fund Management
Connecticut
$866K -$589K -3,893 -40%
CT
1237
Clearstead Trust
Maine
$863K -$103K -679 -10%
YIA
1238
YHB Investment Advisors
Connecticut
$863K -$15K -99 -2%
NA
1239
NewEdge Advisors
Louisiana
$863K +$79.9K +528 +10%
TYCC
1240
Texas Yale Capital Corp
Florida
$858K +$218K +1,440 +33%
MCM
1241
Manchester Capital Management
Vermont
$855K +$11.2K +74 +1%
KTC
1242
Kistler-Tiffany Companies
Pennsylvania
$854K +$166K +1,100 +23%
MBT
1243
Montecito Bank & Trust
California
$853K -$4.99K -33 -0.6%
SB
1244
Simmons Bank
Arkansas
$852K -$115K -761 -12%
MFW
1245
Meristem Family Wealth
Minnesota
$850K
BO
1246
Bank OZK
Arkansas
$849K +$8.32K +55 +1%
QCG
1247
Quadrant Capital Group
Ohio
$849K +$255K +1,687 +40%
ADBIC
1248
A.D. Beadell Investment Counsel
Wisconsin
$845K +$872K +5,761 New
CRC
1249
Curi RMB Capital
Illinois
$843K -$492K -3,250 -36%
PAG
1250
Pinnacle Advisory Group
Maryland
$834K +$10.3K +68 +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.