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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
CPH
1826
C Partners Holding
Switzerland
$209K -$54.2K -358 -20%
BBI
1827
Baxter Bros Inc
Connecticut
$209K -$35K -231 -14%
BG
1828
Bollard Group
Massachusetts
$208K +$16.5K +109 +8%
PFA
1829
Pathway Financial Advisors
Vermont
$207K -$19.4K -128 -8%
OLA
1830
Oliver Luxxe Assets
New Jersey
$207K -$1.66K -11 -0.8%
HCM
1831
Hollencrest Capital Management
California
$204K +$210K +1,391 New
DSI
1832
Daiwa SB Investments
Japan
$203K -$33.1K -219 -14%
RMAM
1833
Raab & Moskowitz Asset Management
New Jersey
$202K -$11K -73 -5%
CAM
1834
Close Asset Management
United Kingdom
$202K
CBT
1835
Central Bank & Trust
Kentucky
$201K -$14.8K -98 -7%
KFGK
1836
Keystone Financial Group (Kentucky)
Kentucky
$201K -$12.1K -80 -5%
AC
1837
Avestar Capital
New York
$201K +$4.54K +30 +2%
TFO
1838
Tarbox Family Office
California
$201K +$11.7K +77 +6%
DIA
1839
Dana Investment Advisors
Wisconsin
$201K +$207K +1,369 New
RAM
1840
Riggs Asset Management
Pennsylvania
$200K -$3.93K -26 -2%
GFP
1841
Gryphon Financial Partners
Ohio
$199K -$6.36K -42 -3%
VCM
1842
Versant Capital Management
Arizona
$192K -$36.8K -243 -16%
PCM
1843
Penserra Capital Management
California
$190K +$197K +1,299 New
HCA
1844
Horan Capital Advisors
Ohio
$188K -$21.2K -140 -10%
CPIG
1845
Chicago Partners Investment Group
Illinois
$183K +$8.17K +54 +5%
NPP
1846
New Potomac Partners
Maryland
$179K -$908 -6 -0.5%
PCIA
1847
Prime Capital Investment Advisors
Kansas
$176K
SFM
1848
Signet Financial Management
New Jersey
$174K -$137K -904 -43%
PFO
1849
Pathstone Family Office
New Jersey
$171K -$15.9K -105 -8%
CPA
1850
Clear Perspective Advisors
Illinois
$169K -$1.51K -10 -0.9%

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.