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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
Neuberger Berman Group
126
Neuberger Berman Group
New York
$67.8M -$4.15M -27,398 -6%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$67.2M +$3.04M +20,097 +5%
USAA
128
United Services Automobile Association
Texas
$66.4M +$841K +5,556 +1%
Aviva
129
Aviva
United Kingdom
$66.1M -$6.53M -43,127 -9%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$65.5M +$4.82M +31,869 +8%
Comerica Bank
131
Comerica Bank
Texas
$65.5M -$1.61M -10,674 -2%
CA
132
Commerzbank Aktiengesellschaft
Germany
$65.3M +$17M +112,166 +34%
CLM
133
ClearBridge LLC (Maryland)
Maryland
$65.1M +$67.1M +443,766 New
M&T Bank
134
M&T Bank
New York
$64.5M -$802K -5,302 -1%
TH
135
TCTC Holdings
Texas
$64.3M +$862K +5,697 +1%
First Manhattan
136
First Manhattan
New York
$64.3M -$3.79M -25,047 -5%
AT
137
AMF Tjänstepension
Sweden
$64.1M -$17.8M -117,587 -21%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$63.4M +$12.2M +80,687 +23%
Retirement Systems of Alabama
139
Retirement Systems of Alabama
Alabama
$62.8M -$14.3M -94,653 -18%
ProShare Advisors
140
ProShare Advisors
Maryland
$62.7M +$7.14M +47,224 +12%
HFS
141
HL Financial Services
Kentucky
$62.5M +$738K +4,881 +1%
PI
142
Putnam Investments
Massachusetts
$61M +$6.28M +41,493 +11%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$60.4M -$1.32M -8,720 -2%
GT
144
Glenmede Trust
Pennsylvania
$60.4M
EDRH
145
Edmond de Rothschild Holding
Switzerland
$60.3M +$8.48M +56,017 +16%
Robeco Institutional Asset Management
146
Robeco Institutional Asset Management
Netherlands
$59.9M +$14.9M +98,612 +32%
DCM
147
Discovery Capital Management
Connecticut
$59.4M +$61.3M +405,169 New
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$58M +$19M +125,312 +46%
HighTower Advisors
149
HighTower Advisors
Illinois
$57.6M +$7.53M +49,756 +15%
APG Asset Management
150
APG Asset Management
Netherlands
$57.6M -$12.1M -79,828 -14%

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.