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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
BFPW
1701
BOK Financial Private Wealth
Colorado
$293K -$3.33K -22 -1%
OAM
1702
Occidental Asset Management
California
$293K
RVPG
1703
Relative Value Partners Group
$292K
CHA
1704
Cedar Hill Associates
Illinois
$291K +$53.3K +352 +22%
IWC
1705
Integrated Wealth Concepts
Massachusetts
$290K -$34.2K -226 -10%
BI
1706
Bredin Investment
Delaware
$289K
BA
1707
Bennicas & Associates
California
$288K -$128K -847 -30%
SAM
1708
Seelaus Asset Management
New Jersey
$287K -$7.11K -47 -2%
BDWM
1709
Brewin Dolphin Wealth Management
Ireland
$287K +$15.9K +105 +6%
RRC
1710
Relaxing Retirement Coach
Massachusetts
$286K
LC
1711
Landaas & Company
Wisconsin
$285K +$33.1K +219 +13%
AFA
1712
Arlington Financial Advisors
California
$281K -$17.6K -116 -6%
CAC
1713
Certified Advisory Corp
Florida
$281K +$115K +757 +65%
ATFA
1714
All Terrain Financial Advisors
Minnesota
$280K
LC
1715
Lincoln Capital
Nebraska
$280K +$14.2K +94 +5%
WAM
1716
Winslow Asset Management
Ohio
$277K -$49K -324 -15%
PCI
1717
Pacifica Capital Investments
Texas
$276K
FC
1718
Fairpointe Capital
Illinois
$276K +$15.9K +105 +6%
AWM
1719
Avior Wealth Management
Nebraska
$275K -$47.2K -312 -14%
FRM
1720
Foundation Resource Management
Arkansas
$275K
BCM
1721
Baltimore Capital Management
Maryland
$273K
PHAM
1722
Palisades Hudson Asset Management
Florida
$272K
NQWM
1723
Northwest Quadrant Wealth Management
Oregon
$272K +$2.42K +16 +0.9%
CAW
1724
Cornerstone Advisors (Washington)
Washington
$272K +$19.5K +129 +7%
ACM
1725
Alethea Capital Management
Washington
$272K +$281K +1,856 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.