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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
CRIG
1576
Charter Research & Investment Group
Connecticut
$383K -$10.3K -68 -3%
KFA
1577
Kabarec Financial Advisors
Illinois
$382K
MUS
1578
Mitsubishi UFJ Securities
Japan
$382K +$394K +2,605 New
KWMG
1579
King Wealth Management Group
Florida
$381K -$282K -1,864 -42%
TC
1580
Trust Company
Kansas
$381K
DW
1581
Domani Wealth
Pennsylvania
$379K
ACM
1582
Argent Capital Management
Missouri
$378K
HL
1583
HeadInvest LLC
Maine
$377K
JWM
1584
Janiczek Wealth Management
Colorado
$374K
SGCA
1585
Steel Grove Capital Advisors
Tennessee
$374K
AWA
1586
ARS Wealth Advisors
Florida
$373K -$107K -705 -22%
RP
1587
Rowlandmiller & Partners
Georgia
$369K -$8.62K -57 -2%
TAM
1588
Taurus Asset Management
New York
$368K
IWA
1589
Inspirion Wealth Advisors
Illinois
$366K -$3.93K -26 -1%
JIP
1590
Jaffetilchin Investment Partners
Florida
$366K +$39.9K +264 +12%
WPW
1591
Winthrop Partners - WNY
New York
$365K
BLAM
1592
Bourne Lent Asset Management
New York
$364K -$3.18K -21 -0.8%
NCM
1593
Nelson Capital Management
California
$364K
WAP
1594
Wealthcare Advisory Partners
Pennsylvania
$364K +$107K +706 +40%
FBA
1595
Front Barnett Associates
Illinois
$363K -$81.6K -539 -18%
TAM
1596
Todd Asset Management
Kentucky
$362K
WDL
1597
Well Done LLC
Michigan
$362K
SRCM
1598
Swift Run Capital Management
Virginia
$361K -$15.3K -101 -4%
CC
1599
Colrain Capital
Massachusetts
$361K -$7.87K -52 -2%
AFM
1600
Abbot Financial Management
Massachusetts
$361K

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.