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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
HFM
1276
Hartford Financial Management
Connecticut
$785K +$20.6K +136 +3%
NAMP
1277
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$781K
PWSG
1278
Pacific Wealth Strategies Group
California
$776K +$105K +697 +15%
THWM
1279
Taylor Hoffman Wealth Management
Virginia
$775K
BOH
1280
Bank of Hawaii
Hawaii
$774K -$77.6K -513 -9%
CCM
1281
Carlson Capital Management
Minnesota
$769K -$23.5K -155 -3%
HSA
1282
Hussman Strategic Advisors
Maryland
$767K -$3.28M -21,652 -81%
WMSA
1283
Weiss Multi-Strategy Advisers
New York
$767K -$2.37M -15,690 -75%
NJBEST
1284
New Jersey Better Educational Savings Trust
New Jersey
$767K -$158K -1,046 -17%
BOC
1285
Barbara Oil Co
Illinois
$767K
VCM
1286
Virtue Capital Management
Tennessee
$765K +$102K +677 +14%
JWA
1287
JFS Wealth Advisors
Pennsylvania
$763K -$37.2K -246 -5%
Carson Wealth (CWM LLC)
1288
Carson Wealth (CWM LLC)
Nebraska
$757K -$30.4K -201 -4%
CTA
1289
Colonial Trust Advisors
South Carolina
$756K -$694K -4,586 -47%
HCC
1290
Hirtle Callaghan & Co
Pennsylvania
$752K
SGAM
1291
Steinberg Global Asset Management
Florida
$752K +$605 +4 +0.1%
HWP
1292
Hefty Wealth Partners
Indiana
$750K -$117K -772 -13%
HWA
1293
Heritage Wealth Advisors
Virginia
$748K -$15.6K -103 -2%
PC
1294
Port Capital
Illinois
$743K
VA
1295
Valmark Advisers
Ohio
$741K -$47.5K -314 -6%
LIC
1296
Lodestar Investment Counsel
Illinois
$737K
CCG
1297
Ceeto Capital Group
Florida
$736K
GVT
1298
Genesee Valley Trust
New York
$736K
MCM
1299
Maple Capital Management
Vermont
$735K +$133K +879 +21%
IIC
1300
Integrated Investment Consultants
Michigan
$735K +$758K +5,011 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.