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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
I
1726
IberiaBank
Louisiana
$271K -$117K -776 -30%
CW
1727
Cobiz Wealth
Colorado
$270K -$10.3K -68 -4%
MA
1728
MCF Advisors
Kentucky
$270K +$16.5K +109 +6%
RGC
1729
Roberts, Glore & Co
Illinois
$268K -$19.4K -128 -7%
AWA
1730
Acorn Wealth Advisors
Michigan
$268K +$454 +3 +0.2%
JWBC
1731
J.W. Burns & Co
New York
$267K -$7.11K -47 -3%
CIS
1732
Connors Investor Services
Pennsylvania
$267K
PBO
1733
Peoples Bank (Ohio)
Ohio
$267K +$756 +5 +0.3%
OCM
1734
Orser Capital Management
Texas
$267K +$295K +1,949 New
CC
1735
Capital Counsel
New York
$265K +$63.2K +418 +30%
WP
1736
WealthPLAN Partners
Nebraska
$264K +$51.4K +340 +23%
WIC
1737
Woodmont Investment Counsel
Tennessee
$263K -$42.2K -279 -13%
RCG
1738
Ruggie Capital Group
Florida
$263K +$1.21K +8 +0.4%
WBG
1739
Wharton Business Group
Pennsylvania
$262K -$908 -6 -0.3%
TCM
1740
Tradewinds Capital Management
Washington
$261K -$58.4K -386 -18%
SAM
1741
Security Asset Management
New York
$261K +$31.6K +209 +13%
GAMA
1742
Graticule Asia Macro Advisors
New York
$261K +$269K +1,778 New
BAM
1743
Boyar Asset Management
New York
$260K
OBWP
1744
O'Brien Wealth Partners
Massachusetts
$260K +$1.06K +7 +0.4%
PAA
1745
Peregrine Asset Advisers
Oregon
$260K +$38.9K +257 +17%
IBOK
1746
Independence Bank of Kentucky
Kentucky
$259K -$5.75K -38 -2%
GI
1747
Glovista Investments
New Jersey
$259K
RPA
1748
Rock Point Advisors
Vermont
$259K
OAM
1749
Oxford Asset Management
United Kingdom
$258K -$6.61M -43,694 -96%
AHB
1750
Abner Herrman & Brock
New Jersey
$256K -$6.36M -42,061 -96%

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.