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
AIA
1376
AGF Investments America
Ontario, Canada
$620K -$809K -5,348 -56%
CCA
1377
Catalyst Capital Advisors
New York
$620K +$640K +4,227 New
LPT
1378
Legacy Private Trust
Wisconsin
$619K -$121K -798 -16%
SCP
1379
Sandhill Capital Partners
New York
$619K +$16.3K +108 +3%
LCM
1380
Landscape Capital Management
New Jersey
$616K -$393K -2,595 -38%
BRM
1381
Boston Research & Management
Massachusetts
$616K -$79.1K -523 -11%
WCM
1382
Weik Capital Management
Pennsylvania
$613K -$36.3K -240 -5%
AP
1383
Arlington Partners
Alabama
$613K +$60.2K +398 +11%
AC
1384
Alexandria Capital
Virginia
$612K
HAC
1385
Harbor Advisory Corp
New Hampshire
$610K -$7.87K -52 -1%
FIB
1386
First Interstate Bank
Montana
$609K +$154K +1,021 +33%
OC
1387
Oakworth Capital
Alabama
$608K +$87K +575 +15%
CWM
1388
Circle Wealth Management
New Jersey
$607K +$34.2K +226 +6%
FPS
1389
Fieldpoint Private Securities
Connecticut
$604K +$47.8K +316 +8%
ACM
1390
AlphaStar Capital Management
North Carolina
$603K -$95K -628 -13%
DAM
1391
Diamant Asset Management
Connecticut
$601K
SMH
1392
Sanders Morris Harris
Texas
$601K +$382K +2,526 +161%
MWAC
1393
Mariner Wealth Advisors (Cincinnati)
Ohio
$600K +$72.9K +482 +13%
CA
1394
Cortland Associates
Missouri
$598K
PWP
1395
Private Wealth Partners
California
$596K -$233K -1,537 -27%
SMC
1396
Smith, Moore & Co
Missouri
$596K +$286K +1,893 +87%
KWM
1397
Kingsview Wealth Management
Oregon
$595K +$605 +4 +0.1%
TC
1398
Telemus Capital
Michigan
$594K -$12K -79 -2%
CCG
1399
Chatham Capital Group
Georgia
$593K
RAM
1400
Roanoke Asset Management
New Jersey
$590K +$54.6K +361 +10%

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.