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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
FGC
1651
Financial Gravity Companies
Texas
$327K +$133K +880 +58%
FGAM
1652
Financial Gravity Asset Management
Texas
$327K +$363K +2,400 New
LCM
1653
LVM Capital Management
Michigan
$326K -$94.9K -627 -22%
WC
1654
Weil Company
California
$326K
CCM
1655
Chickasaw Capital Management
Tennessee
$325K
HI
1656
Hendershot Investments
Virginia
$323K -$90.5K -598 -21%
DDPIC
1657
Deroy & Devereaux Private Investment Counsel
Michigan
$322K -$126K -833 -27%
NWM
1658
Northwest Wealth Management
Iowa
$322K +$332K +2,197 New
MPAM
1659
Murphy Pohlad Asset Management
Minnesota
$320K -$52.2K -345 -14%
FIMG
1660
Financial & Investment Management Group
Michigan
$320K +$2.42K +16 +0.7%
TFS
1661
TrustCore Financial Services
Tennessee
$319K +$43.7K +289 +15%
AWMG
1662
Alliance Wealth Management Group
New Jersey
$318K +$113K +749 +53%
GC
1663
Gilbert & Cook
Iowa
$317K -$7.87K -52 -2%
BIM
1664
Baldwin Investment Management
Pennsylvania
$317K
SCM
1665
Stellar Capital Management
Arizona
$316K -$23.3K -154 -7%
CA
1666
Centerpoint Advisors
Massachusetts
$316K +$288K +1,901 +751%
PCA
1667
Private Capital Advisors
Connecticut
$315K -$489K -3,232 -60%
IA
1668
Independence Advisors
Pennsylvania
$315K +$15.4K +102 +5%
SSW
1669
Smith Shellnut Wilson
Mississippi
$314K
DR
1670
Davis Rea
Ontario, Canada
$314K +$1.36K +9 +0.4%
FIG
1671
FundX Investment Group
California
$313K +$151 +1 +0%
VSWA
1672
Vontobel Swiss Wealth Advisors
Switzerland
$313K +$37.2K +246 +13%
OPWM
1673
Oak Point Wealth Management
Michigan
$312K -$214K -1,414 -39%
BCM
1674
Brown Capital Management
Maryland
$312K -$9.08K -60 -3%
SEIA
1675
Signature Estate & Investment Advisors
California
$311K -$43.3K -286 -12%

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.