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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
GAM
1751
Gould Asset Management
California
$256K +$264K +1,747 New
FCFC
1752
First Commonwealth Financial Corp
Pennsylvania
$255K -$9.83K -65 -4%
CF
1753
Corrigan Financial
Rhode Island
$255K +$263K +1,735 New
SCM
1754
Stordahl Capital Management
Colorado
$254K -$23.8K -157 -8%
FGP
1755
Foyston, Gordon, & Payne
Ontario, Canada
$254K
VCP
1756
Vista Capital Partners
Oregon
$254K +$756 +5 +0.3%
HPIA
1757
Hamilton Point Investment Advisors
North Carolina
$253K +$261K +1,724 New
TCM
1758
Traynor Capital Management
Pennsylvania
$252K -$48.4K -320 -16%
CWM
1759
Confluence Wealth Management
Oregon
$251K
PM
1760
Penbrook Management
New York
$250K
NP
1761
NS Partners
United Kingdom
$249K
ERIM
1762
Eagle Ridge Investment Management
Connecticut
$245K -$248K -1,637 -50%
TWMP
1763
Taylor Wealth Management Partners
Massachusetts
$245K
FCAG
1764
First Capital Advisors Group
New Jersey
$245K +$8.62K +57 +4%
TIM
1765
Total Investment Management
Arizona
$244K +$35.7K +236 +17%
BPB
1766
Badgley, Phelps & Bell
Washington
$244K +$251K +1,661 New
NPPM
1767
North Point Portfolio Managers
Ohio
$243K
FFW
1768
Fusion Family Wealth
New York
$243K +$3.48K +23 +1%
NCM
1769
Northside Capital Management
Oregon
$243K +$20.6K +136 +9%
OKSA
1770
O'Keefe Stevens Advisory
New York
$242K
BCM
1771
Beck Capital Management
Texas
$241K -$60.1K -397 -19%
VWA
1772
V Wealth Advisors
Kansas
$241K -$14.1K -93 -5%
DA
1773
Dillon & Associates
Michigan
$241K -$4.08K -27 -2%
PWPS
1774
Pinnacle Wealth Planning Services
Ohio
$241K +$249K +1,644 New
WIM
1775
Westside Investment Management
California
$240K

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.