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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
WA1
1476
Wimmer Associates 1
California
$481K
GWCM
1477
Godshalk Welsh Capital Management
Pennsylvania
$479K +$35.7K +236 +8%
AAP
1478
Arax Advisory Partners
Colorado
$478K -$66.7K -441 -12%
CPA
1479
Cowen Prime Advisors
New York
$474K
FMLI
1480
Fukoku Mutual Life Insurance
Japan
$474K
CGT
1481
Capital Guardian Trust
California
$474K +$122K +805 +33%
SAA
1482
Southeast Asset Advisors
Georgia
$472K
HFA
1483
Huber Financial Advisors
Illinois
$471K +$151 +1 +0%
AC
1484
Abbrea Capital
California
$471K +$33.6K +222 +7%
ML
1485
McAdam LLC
Pennsylvania
$471K +$486K +3,214 New
AMG
1486
Advisors Management Group
Wisconsin
$468K
AAM
1487
Autus Asset Management
Arizona
$467K -$135K -890 -22%
HBT
1488
Hills Bank & Trust
Iowa
$466K -$14.8K -98 -3%
QPWM
1489
Quadrant Private Wealth Management
Pennsylvania
$465K +$42.5K +281 +10%
6M
1490
6 Meridian
Kansas
$464K -$15.7M -103,972 -97%
IRC
1491
Investors Research Corp
Georgia
$464K
PIM
1492
Progressive Investment Management
Oregon
$463K -$2.2M -14,530 -82%
MWM
1493
Meridian Wealth Management
Kentucky
$463K -$55.8K -369 -10%
HCM
1494
Hutchinson Capital Management
California
$462K -$11.8K -78 -2%
UFG
1495
United Fire Group
Iowa
$460K
BA
1496
Bristol Advisors
Pennsylvania
$460K +$475K +3,138 New
RM
1497
Resource Management
Louisiana
$457K +$151 +1 +0%
MSR
1498
Main Street Research
Connecticut
$455K +$198K +1,307 +73%
BTNA
1499
Bremer Trust National Association
Minnesota
$452K
SCM
1500
Silvant Capital Management
Georgia
$449K +$463K +3,059 New

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.