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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
Nomura Holdings
1951
Nomura Holdings
Japan
$14.2K +$1.09M +7,201 +8%
RWML
1952
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.5K +$13.9K +92 New
Aristotle Capital Management
1953
Aristotle Capital Management
California
$12K +$12.7K +84 New
CCA
1954
Clearwater Capital Advisors
Illinois
$10K +$10.1K +67 New
SCM
1955
Stumpf Capital Management
Arizona
$9K -$28.4K -188 -75%
PS
1956
Portfolio Solutions
Michigan
$9K
LGWM
1957
Litman Gregory Wealth Management
California
$8K -$79.1K -523 -91%
TJHA
1958
Thomas J. Herzfeld Advisors
Florida
$8K -$25.7K -170 -77%
TFA
1959
Transamerica Financial Advisors
Florida
$8K -$3.93K -26 -34%
BCP
1960
Blackhawk Capital Partners
Wisconsin
$8K
MFT
1961
Moisand Fitzgerald Tamayo
Florida
$8K +$7.87K +52 New
BCI
1962
Brinker Capital Investments
Pennsylvania
$6K
CAM
1963
ClariVest Asset Management
California
$5K -$3.33K -22 -37%
LFG
1964
LifePlan Financial Group
Ohio
$4K +$4.39K +29 New
TI
1965
Truepoint Inc
Ohio
$3.51K -$467K -3,088 -85%
OTC
1966
Opera Trading Capital
France
$2.76K +$2.85M +18,828 New
JT
1967
Jump Trading
Illinois
$2K -$1.69M -11,142 -100%
WAS
1968
Winch Advisory Services
Wisconsin
$2K
FMP
1969
Financial Management Professionals
Texas
$1K -$54.8K -362 -99%
NR
1970
Newfound Research
Massachusetts
$1K +$605 +4 New
GTAM
1971
Global Trust Asset Management
Florida
$1K +$756 +5 New
HA
1972
Hamel Associates
New Jersey
$446 +$47.5K +314 +12%
Berkshire Hathaway
1973
Berkshire Hathaway
Nebraska
-$314M -2,142,255 Closed
MIHAS
1974
Maj Invest Holding A/S
Denmark
-$102M -693,212 Closed
Point72 Asset Management
1975
Point72 Asset Management
Connecticut
-$84.2M -573,905 Closed

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.