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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
AAM
1401
American Asset Management
Florida
$589K +$194K +1,280 +47%
QCIG
1402
Quad-Cities Investment Group
Iowa
$588K +$608K +4,017 New
BCB
1403
Brian C. Broderick
$587K -$3.93K -26 -0.6%
LCM
1404
Leisure Capital Management
California
$583K +$251K +1,661 +72%
VWM
1405
Venturi Wealth Management
Texas
$581K +$3.18K +21 +0.5%
WWM
1406
Windsor Wealth Management
Indiana
$579K +$55.4K +366 +10%
RPAM
1407
Rhenman & Partners Asset Management
Sweden
$579K +$318K +2,100 +114%
ANBT
1408
American National Bank & Trust
Texas
$578K -$15.4K -102 -3%
CI
1409
Cowen Inc
New York
$575K +$15.9K +105 +3%
PCMC
1410
Paragon Capital Management (Colorado)
Colorado
$572K -$19.8K -131 -3%
TCM
1411
Telos Capital Management
California
$572K -$9.38K -62 -2%
BST
1412
Bath Savings Trust
Maine
$571K -$48.7K -322 -8%
CBU
1413
CIBC Bank USA
Illinois
$570K -$48.7K -322 -8%
SJIM
1414
St. Johns Investment Management
Florida
$570K -$18.2K -120 -3%
OIWM
1415
OptiFour Integrated Wealth Management
Virginia
$567K -$15.7K -104 -3%
ACP
1416
Aviance Capital Partners
Florida
$566K -$18.2K -120 -3%
BWM
1417
Biltmore Wealth Management
Arizona
$563K +$5.6K +37 +1%
BIA
1418
Barry Investment Advisors
Massachusetts
$559K +$45.2K +299 +9%
BCM
1419
BTR Capital Management
California
$553K
AAM
1420
Ascension Asset Management
New York
$552K
BDF
1421
Balasa Dinverno & Foltz
$551K -$15.4K -102 -3%
ARTA
1422
A.R.T. Advisors
New York
$548K -$16.8M -110,876 -97%
RTS
1423
Round Table Services
New Jersey
$546K +$104K +685 +23%
MSAM
1424
Moloney Securities Asset Management
Missouri
$545K +$240K +1,584 +74%
BCM
1425
Bienville Capital Management
New York
$541K -$15.6K -103 -3%

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.