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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
PFG
1776
Piershale Financial Group
Illinois
$240K
MS
1777
Marshall & Sullivan
Washington
$240K +$9.99K +66 +4%
CAN
1778
Claraphi Advisory Network
United States
$240K +$247K +1,634 New
HA
1779
Hays Advisory
Tennessee
$237K -$95.9K -634 -28%
NEPWA
1780
New England Private Wealth Advisors
Massachusetts
$237K
CG
1781
Corundum Group
Colorado
$237K +$11K +73 +5%
RWM
1782
Rench Wealth Management
Texas
$235K +$2.12K +14 +0.9%
BONST
1783
Bank of Nova Scotia Trust
Ontario, Canada
$232K -$3.18K -21 -1%
WHG
1784
Westwood Holdings Group
Texas
$231K -$37.8K -250 -14%
SHGA
1785
Sand Hill Global Advisors
California
$230K -$546K -3,612 -70%
FMB
1786
Field & Main Bank
Kentucky
$230K -$83.8K -554 -26%
Edgewood Management
1787
Edgewood Management
Connecticut
$230K -$23.9K -158 -9%
NSCM
1788
New South Capital Management
Tennessee
$230K
ACM
1789
Adalta Capital Management
New York
$230K +$237K +1,569 New
GAG
1790
GM Advisory Group
New York
$227K -$34.6K -229 -13%
GIP
1791
Greatmark Investment Partners
Georgia
$227K
EDRIA
1792
Edmonds Duncan Registered Investment Advisors
Kansas
$227K +$6.2K +41 +3%
KI
1793
Koch Industries
Kansas
$227K +$234K +1,549 New
RAM
1794
Redmond Asset Management
Virginia
$225K +$232K +1,534 New
BPM
1795
Bowling Portfolio Management
Ohio
$224K +$908 +6 +0.4%
WPW
1796
Waldron Private Wealth
Pennsylvania
$223K
RIM
1797
Redwood Investment Management
Arizona
$223K +$230K +1,519 New
VFP
1798
Verus Financial Partners
Virginia
$222K -$4.99K -33 -2%
MCIA
1799
Mountain Capital Investment Advisors
Colorado
$222K +$228K +1,510 New
ACP
1800
Aveo Capital Partners
Colorado
$222K +$230K +1,517 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.