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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
CMANY
1601
Capital Management Associates (New York)
New York
$361K +$372K +2,458 New
PHIMC
1602
Private Harbour Investment Management & Counsel
Ohio
$360K -$23.8K -157 -6%
IDBONY
1603
Israel Discount Bank of New York
New York
$358K +$259K +1,710 +234%
HCM
1604
Harvest Capital Management
New Hampshire
$357K
BCP
1605
Berkeley Capital Partners
Georgia
$357K +$46.4K +307 +14%
MA
1606
Mutual Advisors
Nebraska
$355K -$165K -1,093 -31%
MIA
1607
MainStreet Investment Advisors
Illinois
$355K +$106K +699 +41%
STMM
1608
South Texas Money Management
Texas
$352K -$10.3K -68 -3%
AIA
1609
Arbor Investment Advisors
North Carolina
$352K
GGI
1610
Godsey & Gibb Inc
Virginia
$352K +$131K +863 +56%
LD
1611
Lipe & Dalton
New York
$351K +$134K +884 +59%
Fiera Capital (Canada)
1612
Fiera Capital (Canada)
Quebec, Canada
$350K
SA
1613
Strategic Advisors
New York
$350K +$50.7K +335 +16%
TW
1614
Transform Wealth
Colorado
$348K -$14.7K -97 -4%
JFA
1615
JNBA Financial Advisors
Minnesota
$348K -$9.53K -63 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1616
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$348K
SFWA
1617
Summit Financial Wealth Advisors
Louisiana
$348K +$359K +2,373 New
CAAS
1618
Capital Asset Advisory Services
Michigan
$347K -$3.93K -26 -1%
UBV
1619
United Bank (Virginia)
Virginia
$344K -$59.2K -391 -14%
H
1620
HoyleCohen
California
$343K -$121K -801 -24%
CCA
1621
Conestoga Capital Advisors
Pennsylvania
$343K
JCM
1622
Janney Capital Management
Pennsylvania
$343K +$27.8K +184 +9%
HCM
1623
Highlander Capital Management
New Jersey
$343K +$237K +1,569 +187%
OFG
1624
OmniStar Financial Group
North Carolina
$341K -$16.9K -112 -5%
PD
1625
Planning Directions
Pennsylvania
$341K +$352K +2,325 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.