We are live on ! Find out more

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
AWM
1801
Aevitas Wealth Management
Massachusetts
$221K -$84K -555 -27%
EIG
1802
Ellenbecker Investment Group
Wisconsin
$221K -$2.12K -14 -0.9%
MCM
1803
Mengis Capital Management
Oregon
$220K -$15.4K -102 -6%
RWA
1804
RGT Wealth Advisors
Texas
$220K -$6.96K -46 -3%
AWA
1805
Alaska Wealth Advisors
Alaska
$220K
AW
1806
Alpha Windward
Massachusetts
$220K +$9.23K +61 +4%
SWA
1807
SFMG Wealth Advisors
Texas
$220K +$17.7K +117 +8%
ACM
1808
Armbruster Capital Management
New York
$219K -$63.2K -418 -22%
IF
1809
IRON Financial
Illinois
$219K +$226K +1,491 New
LJHT
1810
Laurie J. Hall Trustee
$218K -$63.4K -419 -22%
PP
1811
PrairieView Partners
Minnesota
$218K +$1.51K +10 +0.7%
FCIM
1812
Fairview Capital Investment Management
California
$217K
FC
1813
FCA Corp
Texas
$217K
RW
1814
REDW Wealth
New Mexico
$217K
SFP
1815
Shepherd Financial Partners
Massachusetts
$217K
AA
1816
Apriem Advisors
California
$216K +$223K +1,474 New
LA
1817
Lucus Advisors
New York
$216K +$223K +1,476 New
SA
1818
SRH Advisors
Kansas
$215K
LGC
1819
Laurel Grove Capital
California
$213K
QAM
1820
QCI Asset Management
New York
$213K +$21.6K +143 +11%
HS
1821
Horan Securities
United States
$212K +$60.1K +397 +39%
HK
1822
Horizon Kinetics
New York
$212K +$219K +1,445 New
MSA
1823
Marino Stram & Associates
Massachusetts
$211K -$81.2K -537 -27%
CBB
1824
Citizens Business Bank
California
$211K -$40.7K -269 -16%
FC
1825
Financial Consulate
Maryland
$210K +$217K +1,432 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.