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1,862 hedge funds and large institutions have $96.5B invested in IBM in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 702 increasing their positions, 784 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,8171,862 (+45)

9% more call options, than puts

Call options by funds: $2.06B | Put options by funds: $1.9B

3% more capital invested

Capital invested by funds: $93.8B → $96.5B (+$2.72B)

0.68% less ownership

Funds ownership: 62.15%61.47% (-0.68%)

3% less funds holding in top 10

Funds holding in top 10: 117114 (-3)

10% less repeat investments, than reductions

Existing positions increased: 702 | Existing positions reduced: 784

Holders
1,862
Holders Change
+45
Holders Change %
+2.48%
% of All Funds
46.34%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
2.84%
New
118
Increased
702
Reduced
784
Closed
56
Calls
$2.06B
Puts
$1.9B
Net Calls
+$169M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
WFG
1701
Windsor Financial Group
Minnesota
$258K
BWFM
1702
Bridgewater Wealth & Financial Management
Maryland
$257K -$62.5K -373 -19%
I
1703
IberiaBank
Louisiana
$256K -$131K -781 -34%
RWM
1704
Rench Wealth Management
Texas
$256K +$2.18K +13 +0.9%
DCM
1705
Driehaus Capital Management
Illinois
$254K +$256K +1,528 New
MWM
1706
Mascoma Wealth Management
New Hampshire
$253K
PFA
1707
Paradigm Financial Advisors
Missouri
$252K -$19.8K -118 -7%
VI
1708
Versor Investments
New York
$252K +$253K +1,511 New
DSI
1709
Daiwa SB Investments
Japan
$251K -$19.3K -115 -7%
CCM
1710
Consolidated Capital Management
California
$251K +$253K +1,510 New
ACP
1711
Aveo Capital Partners
Colorado
$249K -$475K -2,832 -65%
SFP
1712
Shepherd Financial Partners
Massachusetts
$248K -$63.4K -378 -20%
FCIM
1713
Fairview Capital Investment Management
California
$247K
FC
1714
FCA Corp
Texas
$247K
HA
1715
Hays Advisory
Tennessee
$247K +$2.52K +15 +1%
HCA
1716
Horan Capital Advisors
Ohio
$246K -$12.2K -73 -5%
SFS
1717
Summit Financial Strategies
Ohio
$246K
ANBT
1718
American National Bank & Trust
Texas
$246K +$58.4K +348 +31%
CFP
1719
Cornerstone Financial Partners
North Carolina
$245K -$62.4K -372 -20%
TIM
1720
Total Investment Management
Arizona
$244K +$168 +1 +0.1%
HJA
1721
Hugh Johnson Advisors
New York
$242K +$168 +1 +0.1%
DK
1722
Darrell & King
Virginia
$242K +$15.8K +94 +7%
MIH
1723
Madison Investment Holdings
Wisconsin
$241K -$5.03K -30 -2%
CCA
1724
Conservest Capital Advisors
Pennsylvania
$240K +$241K +1,438 New
BL
1725
Balentine LLC
Georgia
$238K +$335 +2 +0.1%

IBM Hedge Fund Activity: Q1 2017 in Review

1,862 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2017, worth a combined $96.5B — up 2.9% from $93.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IBM positions and 56 closed out — a net gain of 62 holders — while 702 added to existing stakes and 784 trimmed.

The largest buyer was BlackRock, adding an estimated $8.69B. The largest seller was Berkshire Hathaway, cutting an estimated $2.92B.

  • 1,862 institutional investors held IBM (IBM) as of Q1 2017, up from 1,817 in Q4 2016.
  • Funds reported $96.5B of IBM stock for Q1 2017, up 2.9% quarter-over-quarter.
  • 118 funds opened new IBM positions in Q1 2017 and 56 closed out, a net change of +62 holders.
  • The largest IBM buyer in Q1 2017 was BlackRock, an estimated $8.69B added.
  • The largest IBM seller in Q1 2017 was Berkshire Hathaway, an estimated $2.92B sold.

Based on aggregated 13F filings for Q1 2017.