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
KPCM
1851
Kings Point Capital Management
New York
$168K
FC
1852
Ferris Capital
Massachusetts
$168K +$173K +1,144 New
IP
1853
Isthmus Partners
Wisconsin
$164K
FFC
1854
First Financial Corp
Indiana
$163K -$15.4K -102 -8%
GSC
1855
G&S Capital
Colorado
$161K
EWM
1856
Elmwood Wealth Management
California
$159K +$164K +1,083 New
BDS
1857
Banco de Sabadell
Florida
$153K
OFW
1858
Omnia Family Wealth
Florida
$152K -$20.9K -138 -12%
CAL
1859
Capital Advisors Ltd
Ohio
$150K +$151 +1 +0.1%
OAJ
1860
Ogorek Anthony Joseph
New York
$148K
BCM
1861
Blume Capital Management
California
$148K +$3.93K +26 +3%
PW
1862
Price Wealth
Texas
$146K +$24.2K +160 +19%
WF
1863
WealthTrust Fairport
Ohio
$145K +$149K +988 New
PVH
1864
Psagot Value Holdings
Israel
$143K -$145K -960 -50%
CFG
1865
CKW Financial Group
Hawaii
$143K +$454 +3 +0.3%
LF
1866
Lee Financial
Texas
$142K +$104K +689 +246%
KLWA
1867
Kelly Lawrence W & Associates
California
$138K
PCP
1868
Proficio Capital Partners
Massachusetts
$138K +$6.05K +40 +4%
FMTCOCP
1869
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$135K -$9.38K -62 -6%
CIS
1870
Capital International Sarl
California
$132K -$135K -889 -50%
CFA
1871
Camarda Financial Advisors
Florida
$131K -$39K -258 -22%
PCA
1872
Peddock Capital Advisors
Massachusetts
$130K
KA
1873
Kaizen Advisory
Illinois
$128K
PCM
1874
Poehling Capital Management
Wisconsin
$123K
GCM
1875
Grisanti Capital Management
New York
$120K

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.