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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
MIFH
1926
Migdal Insurance & Financial Holdings
Israel
$39K +$8.47K +56 +27%
MIM
1927
Macroview Investment Management
Maryland
$38K +$37.4K +247 +1,544%
BA
1928
Ballew Advisors
Mississippi
$37K +$38K +251 New
WAS
1929
WESPAC Advisors SoCal
California
$36K -$66.9K -442 -64%
WAM
1930
Watermark Asset Management
California
$36K +$303 +2 +0.8%
SWP
1931
Strategic Wealth Partners
Ohio
$33K +$7.11K +47 +26%
RFWA
1932
RPg Family Wealth Advisory
Massachusetts
$31.6K +$8.78K +58 +37%
IAS
1933
INR Advisory Services
Pennsylvania
$30K
VEA
1934
Virtus ETF Advisers
New York
$29K +$29.5K +195 New
ME
1935
McIlrath & Eck
Washington
$27K -$4.84K -32 -15%
PA
1936
Perennial Advisors
New York
$27K
RWG
1937
Regal Wealth Group
California
$27K
Loomis, Sayles & Company
1938
Loomis, Sayles & Company
Massachusetts
$27K +$27.4K +181 New
GWA
1939
Guidant Wealth Advisors
Illinois
$25K +$1.97K +13 +8%
SAM
1940
Shamrock Asset Management
Texas
$23K
SIS
1941
Sound Income Strategies
Florida
$23K +$3.48K +23 +17%
HCM
1942
Horrell Capital Management
Arkansas
$21K
ACA
1943
Atlas Capital Advisors
Wyoming
$19.8K +$20.4K +135 New
NCM
1944
New Capital Management
Texas
$18K +$32.1K +212 +79%
BCA
1945
Bray Capital Advisors
Florida
$17K +$17.6K +116 New
WA
1946
WealthTrust-Arizona
Arizona
$16K +$151 +1 +0.9%
SLF
1947
Sun Life Financial
Ontario, Canada
$15.2K -$1.7M -11,223 -82%
FPB
1948
First PREMIER Bank
South Dakota
$15K
SC
1949
Skylands Capital
Wisconsin
$15K
CC
1950
Claybrook Capital
Massachusetts
$15K +$15.9K +105 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.