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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
MHC
151
Meyer Handelman Company
New York
$55.7M -$1.49M -9,833 -3%
ECM
152
Element Capital Management
New York
$55.5M +$57.2M +378,201 New
DADC
153
D.A. Davidson & Co
Montana
$53.9M +$4.21M +27,794 +8%
Swedbank
154
Swedbank
Sweden
$52.5M -$1.47M -9,702 -3%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$50.7M +$27.6M +182,172 +111%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$48.9M +$11.4M +75,069 +29%
SB
157
Suntrust Banks
Georgia
$48.9M +$5.35M +35,393 +12%
Millennium Management
158
Millennium Management
New York
$47.6M -$55M -363,577 -53%
AA
159
ALPS Advisors
Colorado
$47.4M -$137K -906 -0.3%
HP
160
Hikari Power
Japan
$46.8M +$103K +680 +0.2%
OPERF
161
Oregon Public Employees Retirement Fund
Oregon
$46.7M +$176K +1,164 +0.4%
GAM
162
Gotham Asset Management
New York
$46.3M +$47.8M +315,657 New
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$45.4M -$4.21M -27,846 -8%
Brown Advisory
164
Brown Advisory
Maryland
$45.2M -$2.57M -16,986 -5%
UOC
165
UBS O'Connor
Illinois
$44.5M +$42.8M +282,687 +1,370%
CI
166
Conning Inc
Connecticut
$44.2M +$2.49M +16,475 +6%
HPC
167
HM Payson & Co
Maine
$44M +$8.54M +56,469 +23%
UCFA
168
United Capital Financial Advisors
Texas
$42.9M -$2.11M -13,919 -5%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$42.8M -$341K -2,257 -0.8%
CFC
170
Cincinnati Financial Corp
Ohio
$42.6M +$601K +3,975 +1%
NB
171
Norinchukin Bank
Japan
$42.6M +$7.57M +50,047 +21%
AII
172
AGF Investments Inc
Ontario, Canada
$42M -$31.6M -208,933 -42%
AAM
173
Advisors Asset Management
Colorado
$41.3M +$621K +4,102 +2%
SRIM
174
Saratoga Research & Investment Management
California
$41.3M +$3.46M +22,900 +9%
CWM
175
CIBC World Markets
New York
$40.9M -$33.2M -219,285 -44%

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.