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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
FMA
1876
FNY Managed Accounts
New York
$120K +$51.9K +343 +72%
CFD
1877
Creative Financial Designs
Indiana
$119K -$21K -139 -15%
CFN
1878
Cordasco Financial Network
Florida
$117K
SP
1879
SWS Partners
Ohio
$115K +$151 +1 +0.1%
BCMIO
1880
Beacon Capital Management Inc (Ohio)
Ohio
$111K
SFFS
1881
Stonehage Fleming Financial Services
Jersey
$110K +$114K +753 New
JA
1882
JOYN Advisors
Georgia
$107K -$363K -2,402 -77%
PCM
1883
Princeton Capital Management
New Jersey
$98K +$101K +665 New
JAM
1884
Jolley Asset Management
North Carolina
$94K -$447K -2,955 -82%
TDC
1885
Thompson Davis & Co
Virginia
$93K +$39.9K +264 +71%
NCM
1886
Northstar Capital Management
New York
$92K -$31.6K -209 -25%
ACM
1887
AUA Capital Management
Pennsylvania
$92K
CWM
1888
Catamount Wealth Management
Connecticut
$92K
CAM
1889
CenterStar Asset Management
Illinois
$84K
PCFFS
1890
Pacific Center for Financial Services
California
$84K
C
1891
Cerebellum
California
$83K -$44.2K -292 -34%
LYV
1892
Live Your Vision
Pennsylvania
$83K
PWAG
1893
Polaris Wealth Advisory Group
California
$83K +$85.2K +563 New
LWA
1894
Lenox Wealth Advisors
New York
$81K +$27.1K +179 +48%
APSP
1895
Asset Planning Services (Pennsylvania)
Pennsylvania
$76K -$59.5K -393 -43%
RBC
1896
Roble Belko & Company
Pennsylvania
$75K
ABA
1897
American Beacon Advisors
Texas
$73K
BWL
1898
Bogart Wealth LLC
Virginia
$72K
SQA
1899
Simon Quick Advisors
New Jersey
$67K +$26.3K +174 +62%
LA
1900
Legacy Advisors
Pennsylvania
$67K +$67.8K +448 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.