We are live on ! Find out more

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
MFW
1526
Mosaic Family Wealth
Missouri
$426K +$45.8K +303 +12%
DWA
1527
Divergent Wealth Advisors
Utah
$425K +$208K +1,374 +90%
MWM
1528
Mascoma Wealth Management
New Hampshire
$422K +$151 +1 +0%
DWM
1529
Destination Wealth Management
California
$421K +$756 +5 +0.2%
ECAM
1530
East Coast Asset Management
Massachusetts
$420K -$128K -845 -23%
IAS
1531
IMA Advisory Services
Colorado
$418K
LCP
1532
Legacy Capital Partners
Wisconsin
$418K
CC
1533
Cognios Capital
Kansas
$417K +$5.9K +39 +1%
JFA
1534
Johanson Financial Advisors
California
$416K -$38.6K -255 -8%
FUBT
1535
First United Bank & Trust
Maryland
$416K
Eagle Capital Management (New York)
1536
Eagle Capital Management (New York)
New York
$414K
FRA
1537
Front Row Advisors
California
$414K
POIA
1538
Pin Oak Investment Advisors
Texas
$413K
APG
1539
Abacus Planning Group
South Carolina
$413K +$56.6K +374 +15%
RWM
1540
Ritholtz Wealth Management
New York
$412K -$4.84K -32 -1%
TL
1541
TrueWealth LLC
Georgia
$411K +$35.3K +233 +9%
MSS
1542
Mitchell Sinkler & Starr
Pennsylvania
$409K +$184K +1,213 +77%
AW
1543
ACG Wealth
Georgia
$408K -$73.7K -487 -15%
Assenagon Asset Management
1544
Assenagon Asset Management
Luxembourg
$408K +$421K +2,781 New
HWA
1545
HCR Wealth Advisors
California
$407K +$454 +3 +0.1%
OCM
1546
One Capital Management
California
$406K +$3.93K +26 +0.9%
IFAM
1547
Institutional & Family Asset Management
Colorado
$406K +$5.9K +39 +1%
TSWM
1548
Triangle Securities Wealth Management
North Carolina
$405K -$4.24K -28 -1%
AF
1549
Alerus Financial
North Dakota
$405K
PO
1550
Private Ocean
California
$405K +$103K +678 +32%

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.