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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
FWP
1426
FAS Wealth Partners
Kansas
$539K -$75.5K -499 -12%
EAM
1427
Eagle Asset Management
Florida
$538K +$215K +1,424 +63%
FPCP
1428
Fort Point Capital Partners
California
$537K +$216K +1,426 +64%
MTC
1429
McDaniel Terry & Co
Texas
$534K +$605 +4 +0.1%
SLA
1430
Silver Lake Advisory
Utah
$534K +$48.7K +322 +10%
SCP
1431
Syntal Capital Partners
Texas
$532K +$317K +2,092 +136%
CCM
1432
Coldstream Capital Management
Washington
$528K -$2.08M -13,737 -79%
FHC
1433
First Heartland Consultants
Missouri
$527K -$1.97K -13 -0.4%
AAM
1434
Aureus Asset Management
Massachusetts
$525K -$76.7K -507 -12%
FCB
1435
First Command Bank
Texas
$524K -$319K -2,108 -37%
FCFS
1436
First Command Financial Services
Texas
$524K -$319K -2,108 -37%
OSNBOA
1437
Old Second National Bank of Aurora
Illinois
$523K +$95K +628 +21%
BWA
1438
BDO Wealth Advisors
Florida
$523K +$131K +863 +32%
UC
1439
Unio Capital
New Jersey
$522K -$111K -733 -17%
ASA
1440
Armstrong Shaw Associates
Connecticut
$522K
IB
1441
Intrust Bank
Kansas
$522K +$23.1K +153 +4%
S
1442
SimplyRich
California
$520K -$14.1K -93 -3%
IAMOG
1443
Investors Asset Management of Georgia
Georgia
$519K +$57.8K +382 +12%
LSAG
1444
Lake Street Advisors Group
New Hampshire
$518K +$14.1K +93 +3%
Koshinski Asset Management
1445
Koshinski Asset Management
Illinois
$517K -$419K -2,772 -44%
CT
1446
CPF Texas
Texas
$516K -$305K -2,019 -36%
VNA
1447
Valley National Advisers
Pennsylvania
$515K -$3.63K -24 -0.7%
PP
1448
Paloma Partners
Connecticut
$512K -$2.06M -13,593 -80%
CHA
1449
Cooper/Haims Advisors
New York
$512K +$41K +271 +8%
DIM
1450
DC Investments Management
Virginia
$512K +$222K +1,464 +72%

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.