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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
WCM
1901
Wealthcare Capital Management
Virginia
$66K +$454 +3 +0.7%
LWS
1902
Lucia Wealth Services
California
$64K +$66.1K +437 New
SMFG
1903
Sumitomo Mitsui Financial Group
Japan
$63K +$65.2K +431 New
TCCM
1904
Timber Creek Capital Management
Massachusetts
$62K -$38.7K -256 -38%
AOWM
1905
Alpha Omega Wealth Management
Virginia
$62K
SHJ
1906
Sharkey, Howes & Javer
Colorado
$62K
ST
1907
Sageworth Trust
Pennsylvania
$61K
BBA
1908
Braun-Bostich & Associates
Pennsylvania
$60K -$78.5K -519 -56%
CAGAS
1909
Capital Advisory Group Advisory Services
Minnesota
$59K +$60.4K +399 New
HL
1910
Harding Loevner
New Jersey
$58K
TG
1911
TLP Group
Illinois
$57K +$59K +390 +39,000%
SIAS
1912
Shine Investment Advisory Services
Colorado
$55K
CCMW
1913
Cypress Capital Management (Wyoming)
Wyoming
$54K
LWM
1914
Lenox Wealth Management
Ohio
$52K -$889K -5,875 -94%
SIAP
1915
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K
NSB
1916
Norway Savings Bank
Maine
$52K +$15.9K +105 +42%
WPA
1917
West Paces Advisors
Georgia
$51.7K
TA
1918
Townsend & Associates
Colorado
$51K +$454 +3 +0.9%
SIM
1919
Sonora Investment Management
Arizona
$50.3K +$31.2K +206 +150%
MCM
1920
Mainstay Capital Management
Michigan
$49K -$5.45K -36 -10%
PAI
1921
Pittenger & Anderson Inc
Nebraska
$46K -$23.1K -153 -33%
AFIA
1922
America First Investment Advisors
Nebraska
$46K
OFS
1923
Orrstown Financial Services
Pennsylvania
$45K
HFM
1924
Harvest Fund Management
China
$43K +$44.9K +297 New
MSFP
1925
Mark Sheptoff Financial Planning
Connecticut
$41K

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.