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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
OIA
1501
OneDigital Investment Advisors
Kansas
$448K -$30.6K -202 -6%
TFF
1502
The Family Firm
Maryland
$447K -$7.87K -52 -2%
PG
1503
Patten Group
Tennessee
$446K +$21.8K +144 +5%
SMG
1504
Spectrum Management Group
Indiana
$445K
SCM
1505
Salem Capital Management
Massachusetts
$442K -$47.5K -314 -9%
CWM
1506
Chesapeake Wealth Management
Virginia
$442K +$456K +3,012 New
AIM
1507
Aspen Investment Management
Michigan
$439K
MWM
1508
MinichMacGregor Wealth Management
New York
$439K
SOAMC
1509
Spirit of America Management Corp
New York
$439K
UF
1510
Univest Financial
Pennsylvania
$438K -$32.7K -216 -7%
MC
1511
Mathes Company
New York
$437K
ACG
1512
Allen Capital Group
Nebraska
$437K +$13.3K +88 +3%
BOS
1513
Bank of Stockton
California
$436K -$127K -842 -22%
DSN
1514
D. Scott Neal
Kentucky
$436K -$11.8K -78 -3%
HH
1515
Hilltop Holdings
Texas
$435K -$81.1K -536 -15%
FA
1516
FCG Advisors
New Jersey
$435K +$756 +5 +0.2%
CCP
1517
Corient Capital Partners
California
$435K +$1.36K +9 +0.3%
AEPG
1518
American Economic Planning Group
New Jersey
$435K +$8.17K +54 +2%
MCP
1519
Mirador Capital Partners
California
$434K
CA
1520
Capital Advantage
California
$434K +$56.3K +372 +14%
SICM
1521
Sustainable Insight Capital Management
New York
$434K +$448K +2,960 New
KS
1522
Karpas Strategies
Connecticut
$432K
FIM
1523
Fruth Investment Management
Texas
$427K -$7.87K -52 -2%
AIM
1524
Avity Investment Management
Connecticut
$427K
PS
1525
Portfolio Strategies
New York
$427K +$6.96K +46 +2%

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.