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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
LPL Financial
201
LPL Financial
California
$30.6M +$6.61M +43,703 +26%
Parallax Volatility Advisers
202
Parallax Volatility Advisers
California
$30.5M +$10.5M +69,629 +50%
SC
203
Samlyn Capital
New York
$30.5M +$31.5M +208,102 New
Connor, Clark & Lunn Investment Management (CC&L)
204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.4M -$5.3M -35,015 -14%
TAM
205
Tocqueville Asset Management
New York
$30.2M +$11.6M +76,460 +59%
QIM
206
Quantitative Investment Management
Virginia
$29.9M +$30.9M +204,179 New
Luther King Capital Management (LKCM)
207
Luther King Capital Management (LKCM)
Texas
$29.8M -$3.17M -20,969 -9%
RG
208
Renaissance Group
Kentucky
$29.8M +$2.33M +15,406 +8%
Creative Planning
209
Creative Planning
Kansas
$29.5M +$1.43M +9,437 +5%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$29.2M +$5.94M +39,289 +25%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$29.1M +$3.74M +24,716 +14%
GIM
212
Greylin Investment Management
Virginia
$29M +$1.89M +12,517 +7%
Fayez Sarofim & Co
213
Fayez Sarofim & Co
Texas
$29M -$912K -6,025 -3%
GT
214
Glenview Trust
Kentucky
$28.8M +$474K +3,132 +2%
Nomura Asset Management
215
Nomura Asset Management
Japan
$28.7M +$2.95M +19,525 +11%
SBCM
216
Schwerin Boyle Capital Management
Massachusetts
$28.2M -$55.4K -366 -0.2%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$27.6M -$2.62M -17,337 -8%
VDI
218
Vaughan David Investments
Illinois
$27.5M +$688K +4,546 +2%
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$27.1M +$2.2M +14,554 +9%
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$27M +$3.92M +25,914 +16%
PIA
221
Piedmont Investment Advisors
North Carolina
$27M -$8.61M -56,912 -24%
TAF
222
Tredje AP-fonden
Sweden
$26.8M -$1.58M -10,431 -5%
QI
223
QS Investors
New York
$26.5M +$4.49M +29,685 +20%
AIM
224
Achmea Investment Management
Netherlands
$26.2M -$2.83M -18,693 -9%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$25.7M -$3.02M -19,978 -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.