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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
PA
2026
Planning Alternatives
Michigan
-$537K -3,659 Closed
SA
2027
SL Advisors
New Jersey
-$505K -3,444 Closed
SM
2028
Sciencast Management
New Jersey
-$513K -3,299 Closed
SAM
2029
Strategy Asset Managers
California
-$481K -3,279 Closed
QCMA
2030
Quad Capital Management Advisors
New York
-$460K -3,138 Closed
PSF
2031
Pacific Sun Financial
California
-$459K -3,129 Closed
JFM
2032
Jackson Financial Management
California
-$452K -3,080 Closed
CPC
2033
Cookson Peirce & Co
Pennsylvania
-$422K -2,877 Closed
OCG
2034
Opus Capital Group
Ohio
-$402K -2,738 Closed
DCM
2035
Dynamic Capital Management
Jersey
-$400K -2,727 Closed
FSCM
2036
Front Street Capital Management
Montana
-$382K -2,608 Closed
DCM
2037
Delpha Capital Management
New York
-$366K -2,493 Closed
HPWM
2038
Highland Private Wealth Management
Washington
-$343K -2,344 Closed
QSS
2039
Quantitative Systematic Strategies
Florida
-$312K -2,130 Closed
UWPG
2040
Ullmann Wealth Partners Group
Florida
-$326K -2,089 Closed
BCM
2041
Bluefin Capital Management
New York
-$284K -1,935 Closed
SC
2042
Sovarnum Capital
New York
-$277K -1,888 Closed
SG
2043
Swarthmore Group
Pennsylvania
-$276K -1,883 Closed
RWA
2044
River Wealth Advisors
Pennsylvania
-$275K -1,873 Closed
JA
2045
JLB & Associates
Michigan
-$266K -1,820 Closed
FIM
2046
Foresters Investment Management
New York
-$248K -1,690 Closed
CAM
2047
Cypress Asset Management
Texas
-$245K -1,674 Closed
HIIFS
2048
Harel Insurance Investments & Financial Services
Israel
-$230K -1,569 Closed
RIM
2049
Regent Investment Management
Kentucky
-$229K -1,562 Closed
ACA
2050
Anchor Capital Advisors
Massachusetts
-$224K -1,526 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.