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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
MIM
1626
Miller Investment Management
Pennsylvania
$340K
PSC
1627
Prentiss Smith & Co
Vermont
$339K +$908 +6 +0.3%
AssetMark Inc
1628
AssetMark Inc
California
$338K -$94.7K -626 -21%
SC
1629
Saturna Capital
Washington
$338K
MPIA
1630
Mountain Pacific Investment Advisers
Idaho
$334K -$158K -1,046 -31%
BKA
1631
Brick & Kyle Associates
Pennsylvania
$334K
HFP
1632
Holistic Financial Partners
Indiana
$334K
CPA
1633
Capital Planning Advisors
California
$334K +$345K +2,278 New
DOA
1634
D'Orazio & Associates
Virginia
$333K -$22.5K -149 -6%
LC
1635
LCNB Corp
Ohio
$333K +$5.45K +36 +2%
WAG
1636
Winthrop Advisory Group
Massachusetts
$332K -$51.9K -343 -13%
NDSI
1637
Newman Dignan & Sheerar Inc
Rhode Island
$332K -$23.6K -156 -7%
PTB
1638
Pioneer Trust Bank
Oregon
$331K -$68.1K -450 -17%
TSS
1639
Thomas Story & Son
Indiana
$331K
MCG
1640
McCollum Christoferson Group
New York
$330K -$26.6K -176 -7%
PFBT
1641
Parkside Financial Bank & Trust
Missouri
$330K -$13.8K -91 -4%
MCM
1642
MV Capital Management
Maryland
$329K -$38.1K -252 -10%
KF
1643
Krilogy Financial
Missouri
$329K +$39.8K +263 +13%
CPSAC
1644
Chas P. Smith & Associates (CPS)
Florida
$329K +$78.7K +520 +30%
WEC
1645
Winslow Evans & Crocker
Massachusetts
$328K +$79.1K +523 +30%
FNBSF
1646
First National Bank Sioux Falls
South Dakota
$328K -$78.5K -519 -19%
PP
1647
PDS Planning
Ohio
$328K
CTB
1648
Country Trust Bank
Illinois
$328K +$52.4K +346 +18%
CCM
1649
Condor Capital Management
New Jersey
$327K -$30.6K -202 -8%
GHA
1650
GW Henssler & Associates
Georgia
$327K

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.