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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
PFGIA
1251
Patriot Financial Group Insurance Agency
Massachusetts
$831K +$161K +1,063 +22%
CFA
1252
Capstone Financial Advisors
Illinois
$830K -$48.4K -320 -5%
RA
1253
Rational Advisors
New York
$829K -$554K -3,661 -39%
ECM
1254
EagleClaw Capital Management
Massachusetts
$829K +$358K +2,364 +72%
MCM
1255
Maryland Capital Management
Maryland
$827K +$26.3K +174 +3%
PMFA
1256
Plante Moran Financial Advisors
Michigan
$823K +$102K +671 +14%
MPWT
1257
MassMutual Private Wealth & Trust
Connecticut
$819K +$94.4K +624 +13%
VCAM
1258
Van Cleef Asset Management
Ohio
$819K -$91.1K -602 -10%
TAM
1259
Trillium Asset Management
Massachusetts
$818K -$454 -3 -0.1%
AI
1260
ArchPoint Investors
Florida
$817K +$248K +1,637 +42%
MCWS
1261
McKinley Carter Wealth Services
West Virginia
$815K +$34.8K +230 +4%
JCP
1262
Jabre Capital Partners
Switzerland
$813K +$839K +5,544 New
CCB
1263
Cutter & Co Brokerage
Missouri
$810K +$72.8K +481 +10%
MAM
1264
Mastrapasqua Asset Management
Tennessee
$809K +$326K +2,154 +64%
CPA
1265
Court Place Advisors
Maryland
$808K +$23.8K +157 +3%
DC
1266
Derby & Company
Massachusetts
$807K -$54.5K -360 -6%
BWAM
1267
Boyd Watterson Asset Management
Ohio
$807K +$46.8K +309 +6%
AMG
1268
Asset Management Group
Connecticut
$806K +$2.27K +15 +0.3%
KA
1269
Kovack Advisors
Florida
$802K +$75.2K +497 +10%
BIAS
1270
Beacon Investment Advisory Services
New Jersey
$798K -$27.1K -179 -3%
P
1271
Pitcairn
Pennsylvania
$795K -$147K -972 -15%
IC
1272
Inverness Counsel
New York
$793K -$626K -4,140 -43%
AUB
1273
Atlantic Union Bankshares
Virginia
$792K -$89K -588 -10%
IP
1274
Investment Partners
Ohio
$790K +$8.32K +55 +1%
RIM
1275
Reliant Investment Management
Tennessee
$790K +$128K +848 +19%

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.