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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
FHB
1676
First Hawaiian Bank
Hawaii
$310K -$19.5K -129 -6%
SMFS
1677
Squar Milner Financial Services
California
$309K +$908 +6 +0.3%
MBT
1678
Monroe Bank & Trust
Michigan
$308K -$199K -1,314 -39%
CI
1679
Capital International
California
$308K -$25.4K -168 -7%
PP
1680
Pegasus Partners
Wisconsin
$307K
WA
1681
WBH Advisory
Maryland
$306K -$7.57K -50 -2%
GLI
1682
Guardian Life Insurance
New York
$304K -$131K -863 -29%
AIM
1683
Advantage Investment Management
Iowa
$304K -$30.1K -199 -9%
MWM
1684
Merriman Wealth Management
Washington
$303K -$71.1K -470 -19%
ACA
1685
Ackerman Capital Advisors
Texas
$303K +$31.6K +209 +11%
GCM
1686
Gables Capital Management
Florida
$303K +$312K +2,064 New
GEA
1687
Glen Eagle Advisors
New Jersey
$303K +$16.6K +110 +6%
JGIA
1688
Jackson Grant Investment Advisers
Connecticut
$302K -$11.2K -74 -3%
CAM
1689
Congress Asset Management
Massachusetts
$302K
CHP
1690
Cable Hill Partners
Oregon
$301K -$78.7K -520 -20%
LIA
1691
LBMC Investment Advisors
Tennessee
$299K -$107K -708 -26%
SCA
1692
STALEY CAPITAL ADVISERS
Pennsylvania
$298K +$11.8K +78 +4%
WP
1693
WealthShield Partners
North Carolina
$297K -$77.5K -512 -20%
GAM
1694
Gemmer Asset Management
California
$297K +$303 +2 +0.1%
TB
1695
Terril Brothers
Missouri
$297K +$31.6K +209 +12%
AL
1696
AJO LP
Pennsylvania
$296K
AWP
1697
Ascent Wealth Partners
New York
$294K -$6.51K -43 -2%
AWM
1698
Altium Wealth Management
New York
$294K +$71.7K +474 +31%
CA
1699
Corrado Advisors
New Jersey
$294K +$303K +2,002 New
1832 Asset Management
1700
1832 Asset Management
Ontario, Canada
$293K -$644K -4,258 -68%

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.