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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
CB
1351
CNB Bank
Pennsylvania
$651K +$184K +1,213 +38%
AWM
1352
AllSquare Wealth Management
New York
$646K +$9.99K +66 +2%
CC
1353
Cornerstone Capital
California
$644K -$79.1K -523 -11%
LCM
1354
Liberty Capital Management
Michigan
$644K -$23.8K -157 -3%
BWP
1355
BSW Wealth Partners
Colorado
$644K +$9.23K +61 +1%
HCP
1356
Holt Capital Partners
Texas
$640K
PCM
1357
Palisade Capital Management
New Jersey
$640K
BAM
1358
Belpointe Asset Management
Nevada
$639K -$249K -1,644 -27%
CP
1359
Coho Partners
Pennsylvania
$637K
ATC
1360
Argent Trust Co
Tennessee
$637K +$53.1K +351 +9%
MFG
1361
Merit Financial Group
Georgia
$636K +$85.5K +565 +15%
NL
1362
NWAM LLC
Washington
$633K -$106K -700 -14%
ACI
1363
Alpha Cubed Investments
California
$633K -$16.9K -112 -3%
BA
1364
Birinyi Associates
Connecticut
$631K -$213K -1,410 -25%
NG
1365
Northstar Group
New York
$630K +$8.93K +59 +1%
NA
1366
Nottingham Advisors
New York
$629K -$41.5K -274 -6%
JMFC
1367
J.M. Forbes & Co
Massachusetts
$629K +$3.63K +24 +0.6%
GT
1368
Greenleaf Trust
Michigan
$629K +$89.1K +589 +16%
CIP
1369
Cornerstone Investment Partners
Georgia
$628K +$135K +889 +26%
PAS
1370
Professional Advisory Services
Florida
$626K -$3.48K -23 -0.5%
AI
1371
Accredited Investors
Minnesota
$626K +$95.8K +633 +17%
AWM
1372
Altavista Wealth Management
North Carolina
$626K +$212K +1,398 +49%
ARMT
1373
Amica Retiree Medical Trust
Rhode Island
$625K
CRM
1374
Cramer Rosenthal McGlynn
Connecticut
$624K
FI
1375
FormulaFolio Investments
Michigan
$621K +$2.72K +18 +0.4%

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.