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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
BCM
2001
Bayesian Capital Management
New York
-$3.1M -21,129 Closed
Capital Fund Management (CFM)
2002
Capital Fund Management (CFM)
France
-$3.09M -20,426 Closed
MF
2003
Magnetar Financial
Illinois
-$2.85M -19,464 Closed
KM
2004
Kalos Management
Georgia
-$2.64M -18,031 Closed
AGM
2005
Alpine Global Management
New York
-$2.48M -16,931 Closed
HT
2006
HAP Trading
New York
-$2.33M -15,385 Closed
GCP
2007
GSA Capital Partners
United Kingdom
-$2.25M -15,331 Closed
AIM
2008
Assured Investment Management
New York
-$2.07M -14,125 Closed
TRCT
2009
Tower Research Capital (TRC)
New York
-$2.06M -14,065 Closed
DS
2010
DRW Securities
Illinois
-$1.85M -12,627 Closed
Jacobs Levy Equity Management
2011
Jacobs Levy Equity Management
New Jersey
-$1.82M -12,384 Closed
PCM
2012
Price Capital Management
Louisiana
-$1.77M -12,069 Closed
SFM
2013
Systematic Financial Management
New Jersey
-$1.66M -11,339 Closed
CM
2014
Crestline Management
Texas
-$1.57M -10,722 Closed
MF
2015
MHI Funds
New York
-$1.31M -8,963 Closed
CANY
2016
Caxton Associates (New York)
New York
-$1.27M -8,637 Closed
VIA
2017
Virtus Investment Advisers
Connecticut
-$1.19M -8,138 Closed
CIC
2018
Chilton Investment Company
Connecticut
-$1.18M -8,017 Closed
BPCE
2019
Bank Pictet & Cie (Europe)
Germany
-$986K -6,726 Closed
SGM
2020
Skye Global Management
Florida
-$798K -5,439 Closed
SAM
2021
Solaris Asset Management
New York
-$790K -5,387 Closed
IH
2022
IFC Holdings
Florida
-$744K -5,081 Closed
CWS
2023
Cypress Wealth Services
California
-$726K -4,948 Closed
FRM
2024
Fox Run Management
Connecticut
-$657K -4,478 Closed
PHK
2025
Point72 Hong Kong
Hong Kong
-$546K -3,726 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.