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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
GBBWRPM
1551
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$404K +$416K +2,752 New
BC
1552
Banced Corp
Illinois
$403K
WCM
1553
Windsor Capital Management
Arizona
$403K +$52.7K +348 +14%
HCA
1554
Harbour Capital Advisors
Virginia
$400K -$78.4K -518 -16%
TA
1555
Tiedemann Advisors
New York
$399K
OWA
1556
One Wealth Advisors
California
$399K +$10.4K +69 +3%
WRF
1557
Waddell & Reed Financial
Kansas
$399K +$412K +2,720 New
KCPG
1558
Kavar Capital Partners Group
Kansas
$396K +$46K +304 +13%
NFG
1559
Nadler Financial Group
Illinois
$395K +$64.6K +427 +19%
MOS
1560
MGO One Seven
Ohio
$390K +$175K +1,154 +77%
CWM
1561
Cranbrook Wealth Management
Michigan
$389K
KFA
1562
Kelleher Financial Advisors
New York
$388K +$121K +799 +43%
RIS
1563
Retirement Income Solutions
Michigan
$387K -$156K -1,031 -28%
BBNB
1564
Baker Boyer National Bank
Washington
$387K -$126K -832 -24%
KIC
1565
Keating Investment Counselors
Florida
$387K
AFS
1566
Access Financial Services
Minnesota
$387K +$19.8K +131 +5%
WCM
1567
Whitener Capital Management
North Carolina
$386K +$192K +1,271 +93%
SP
1568
Successful Portfolios
Florida
$385K +$7.26K +48 +2%
Fuller & Thaler Asset Management
1569
Fuller & Thaler Asset Management
California
$384K -$1.31M -8,682 -77%
BFM
1570
Boothbay Fund Management
New York
$384K -$717K -4,742 -64%
SBA
1571
Secrest Blakey & Associates
North Carolina
$384K -$4.69K -31 -1%
HIM
1572
Hillsdale Investment Management
Ontario, Canada
$384K
NFC
1573
Northeast Financial Consultants
Connecticut
$384K
GCC
1574
Game Creek Capital
Massachusetts
$384K +$396K +2,615 New
MCMT
1575
Moon Capital Management (Tennessee)
Tennessee
$384K -$31.6K -209 -7%

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.