We are live on ! Find out more

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
MAM
2051
Morse Asset Management
Connecticut
-$222K -1,517 Closed
SHA
2052
Seneca House Advisors
Virginia
-$216K -1,472 Closed
NCM
2053
Noesis Capital Mangement
Florida
-$214K -1,462 Closed
NEPPG
2054
New England Professional Planning Group
Rhode Island
-$220K -1,430 Closed
SKK
2055
Shepherd Kaplan Krochuk
Massachusetts
-$201K -1,373 Closed
ZF
2056
Zhang Financial
Michigan
-$207K -1,324 Closed
BL
2057
Balentine LLC
Georgia
-$187K -1,273 Closed
PWM
2058
Paulson Wealth Management
Illinois
-$184K -1,257 Closed
KJWM
2059
Kiley Juergens Wealth Management
Washington
-$135K -924 Closed
RPG
2060
Risk Paradigm Group
Texas
-$118K -806 Closed
SPI
2061
Santori & Peters Inc
Pennsylvania
-$98K -691 Closed
IWP
2062
Icon Wealth Partners
Texas
-$83K -564 Closed
Financial Engines Advisors
2063
Financial Engines Advisors
California
-$77K -527 Closed
AIM
2064
ARK Investment Management
Florida
-$56K -383 Closed
WA
2065
Winfield Associates
Ohio
-$54K -361 Closed
PRS
2066
Pinkerton Retirement Specialists
Idaho
-$41K -280 Closed
AFNAS
2067
American Financial Network Advisory Services
California
-$36K -243 Closed
MIC
2068
MU Investments Company
Japan
-$25K -167 Closed
FFG
2069
Ford Financial Group
California
-$7K -49 Closed
FAM
2070
Fred Alger Management
New York
-$5K -35 Closed
FPF
2071
FNY Partners Fund
New York
-$3K -21 Closed
DPA
2072
Delphi Private Advisors
California
-$2K -15 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.