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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
Squarepoint
1976
Squarepoint
New York
-$51.6M -351,912 Closed
Holocene Advisors
1977
Holocene Advisors
New York
-$45.2M -308,211 Closed
MHI
1978
Miller Howard Investments
New York
-$33.5M -228,739 Closed
HI
1979
Honeywell International
North Carolina
-$27.2M -185,351 Closed
TCA
1980
Taconic Capital Advisors
New York
-$22.2M -151,670 Closed
PAMP
1981
Polar Asset Management Partners
Ontario, Canada
-$20.1M -137,026 Closed
ACPU
1982
Arrowgrass Capital Partners (US)
Delaware
-$16.7M -113,915 Closed
MTIM
1983
Marathon Trading Investment Management
Pennsylvania
-$13.4M -91,630 Closed
MWNA
1984
Marshall Wace North America
New York
-$12.3M -84,202 Closed
HCM
1985
Highbridge Capital Management
New York
-$11.8M -80,420 Closed
LOAMU
1986
Lombard Odier Asset Management (USA)
New York
-$11.4M -75,312 Closed
CC
1987
Cipher Capital
New York
-$9.76M -66,507 Closed
QT
1988
Quantbot Technologies
New York
-$8.42M -57,391 Closed
HAM
1989
Honeycomb Asset Management
New York
-$7.67M -52,300 Closed
AI
1990
Ariel Investments
Illinois
-$7.2M -49,106 Closed
JIM
1991
Jupiter Investment Management
United Kingdom
-$6.31M -43,042 Closed
PMAM
1992
Picton Mahoney Asset Management
Ontario, Canada
-$5.51M -37,551 Closed
First Eagle Investment Management
1993
First Eagle Investment Management
New York
-$4.93M -33,600 Closed
QAM
1994
Quentec Asset Management
New York
-$3.81M -25,941 Closed
PAM
1995
PVG Asset Management
Colorado
-$3.79M -25,811 Closed
TI
1996
Trexquant Investment
Connecticut
-$3.67M -25,054 Closed
MA
1997
MYDA Advisors
New York
-$3.53M -24,058 Closed
Jennison Associates
1998
Jennison Associates
New York
-$3.45M -23,521 Closed
SI
1999
SII Investments
Wisconsin
-$3.44M -23,435 Closed
TEE
2000
Tibra Equities Europe
United Kingdom
-$3.39M -23,102 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.