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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
STA
1326
Summit Trail Advisors
New York
$684K +$264K +1,745 +36%
KP
1327
Keel Point
Alabama
$683K -$62K -410 -8%
BMC
1328
Benin Management Corp
Connecticut
$676K +$107K +706 +18%
BOS
1329
Bingham Osborn & Scarborough
California
$675K +$131K +866 +23%
BCM
1330
Breiter Capital Management
Florida
$674K +$260K +1,719 +60%
WG
1331
Winton Group
United Kingdom
$673K -$183K -1,212 -21%
PK
1332
Pflug Koory
Nebraska
$673K -$33.6K -222 -5%
TC
1333
Trilogy Capital
California
$672K +$125K +823 +22%
NFA
1334
Nuveen Fund Advisors
Illinois
$671K -$660K -4,363 -49%
NB
1335
Nicolet Bankshares
Wisconsin
$671K +$244K +1,615 +55%
BA
1336
BKS Advisors
Michigan
$670K
TIM
1337
Tortoise Investment Management
New York
$665K
LMIM
1338
Lockheed Martin Investment Management
Maryland
$663K
B
1339
Bridgeworth
Alabama
$663K +$415K +2,740 +150%
BCM
1340
Becker Capital Management
Oregon
$661K +$8.62K +57 +1%
CWA
1341
Cypress Wealth Advisors
California
$659K +$32.1K +212 +5%
CL
1342
CPWM LLC
Washington
$659K +$252K +1,667 +59%
BWM
1343
Baystate Wealth Management
Massachusetts
$658K +$34.8K +230 +5%
SWA
1344
Sutton Wealth Advisors
Florida
$658K +$63.2K +418 +10%
DMK
1345
David M. Knott
$657K
HIC
1346
Harvey Investment Company
Kentucky
$655K -$45.1K -298 -6%
CC
1347
Chicago Capital
Illinois
$654K +$675K +4,459 New
LFA
1348
Legacy Financial Advisors
Kentucky
$653K -$16K -106 -2%
SCI
1349
Stableford Capital II
Arizona
$653K
RIG
1350
Roosevelt Investment Group
New York
$652K -$7.26K -48 -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.