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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
DJSG
1451
D.J. St. Germain
Massachusetts
$511K +$95.9K +634 +22%
BCM
1452
Boltwood Capital Management
California
$508K -$23.8K -157 -4%
AF
1453
Advisornet Financial
Minnesota
$507K -$136K -900 -21%
SFM
1454
Signature Financial Management
Virginia
$507K +$53.1K +351 +11%
SIA
1455
Starfire Investment Advisers
Michigan
$506K +$522K +3,451 New
RP
1456
Reinhart Partners
Wisconsin
$505K +$521K +3,441 New
HTHT
1457
Hemenway Trust Hemenway Trust
New Hampshire
$504K +$103K +680 +25%
MFBTD
1458
MB Financial Bank - Trust Department
Illinois
$503K -$95.9K -634 -16%
RC
1459
Reik & Co
New York
$502K -$94.9K -627 -15%
CWM
1460
Cornerstone Wealth Management
Missouri
$502K +$1.51K +10 +0.3%
GHAM
1461
Gilman Hill Asset Management
Connecticut
$502K +$7.87K +52 +2%
DT
1462
Diversified Trust
Tennessee
$497K -$45.5K -301 -8%
CHAM
1463
Clear Harbor Asset Management
Connecticut
$497K +$14.4K +95 +3%
TNB
1464
Thomasville National Bank
Georgia
$497K +$63.2K +418 +14%
IC
1465
Intersect Capital
California
$495K
BW
1466
Bison Wealth
Georgia
$491K -$214K -1,417 -30%
WWMSC
1467
Wagner Wealth Management (South Carolina)
South Carolina
$490K +$60.5K +400 +14%
EWM
1468
Empirical Wealth Management
Washington
$488K +$193K +1,274 +62%
PAM
1469
Pegasus Asset Management
New York
$487K
EAM
1470
Evanson Asset Management
California
$486K -$72.3K -478 -13%
B
1471
Brightworth
Georgia
$486K -$28.3K -187 -5%
GRP
1472
Global Retirement Partners
California
$486K +$10.4K +69 +2%
GWS
1473
Glassman Wealth Services
Virginia
$484K +$178K +1,174 +55%
TMAM
1474
Tokio Marine Asset Management
Japan
$482K -$272K -1,800 -35%
PAM
1475
Peak Asset Management
Colorado
$481K -$15.1K -100 -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.