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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
FFH
176
Fairfax Financial Holdings
Ontario, Canada
$40.8M
MIM
177
MetLife Investment Management
New Jersey
$39.6M -$1.36M -8,980 -3%
FAF
178
Fjarde Ap-fonden
Sweden
$39M +$53.9K +356 +0.1%
PNC
179
Park National Corp
Ohio
$39M +$4.4M +29,053 +12%
SAM
180
Shell Asset Management
Netherlands
$37.8M -$334K -2,207 -0.8%
CCM
181
Check Capital Management
California
$37.7M +$1.02M +6,769 +3%
KBC Group
182
KBC Group
Belgium
$37.1M -$6.01M -39,700 -14%
CCP
183
Clarkston Capital Partners
Michigan
$36.5M +$308K +2,036 +0.8%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$36.4M +$19.4M +128,371 +107%
KCM
185
Kornitzer Capital Management
Kansas
$36.3M -$209K -1,380 -0.6%
DK
186
Darrell & King
Virginia
$34.9M +$1.63M +10,772 +5%
PFC
187
Poplar Forest Capital
California
$34.8M +$3.84M +25,402 +12%
SLAM
188
Swiss Life Asset Management
$34.7M -$3.31M -21,906 -8%
ASRS
189
Arizona State Retirement System
Arizona
$34.1M -$1.57M -10,355 -4%
TPSF
190
Texas Permanent School Fund
Texas
$34M -$2.17M -14,321 -6%
DAC
191
Dividend Assets Capital
South Carolina
$33.9M +$18.5M +122,179 +112%
N
192
Nuveen
North Carolina
$33.4M -$890K -5,880 -3%
DLA
193
Douglas Lane & Associates
New York
$33.3M +$15.8M +104,710 +86%
GG
194
Gofen & Glossberg
Illinois
$33.1M -$1.02M -6,731 -3%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$32.6M +$678K +4,479 +2%
IG
196
ING Group
Netherlands
$31.7M -$15.6M -103,272 -32%
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
$31.6M -$42.3M -279,307 -56%
Skandinaviska Enskilda Banken (SEB)
198
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.2M -$19.3M -127,861 -38%
NC
199
Nicholas Company
Wisconsin
$31.1M -$3.09M -20,397 -9%
UIM
200
USS Investment Management
United Kingdom
$30.9M +$2.98M +19,664 +10%

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.