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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10B +$259M +1,709,674 +3%
BlackRock
2
BlackRock
New York
$9.19B +$335M +2,213,108 +4%
State Street
3
State Street
Massachusetts
$7.64B -$325M -2,148,123 -4%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$2.55B
Morgan Stanley
5
Morgan Stanley
New York
$2.04B +$318M +2,100,143 +18%
Bank of America
6
Bank of America
North Carolina
$1.89B -$42.3M -279,869 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.77B +$191M +1,262,405 +12%
Northern Trust
8
Northern Trust
Illinois
$1.66B -$21.5M -142,208 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.6B +$73.1M +482,865 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.33B -$168M -1,109,760 -11%
Norges Bank
11
Norges Bank
Norway
$1.33B +$34M +224,647 +3%
Goldman Sachs
12
Goldman Sachs
New York
$1.26B +$169M +1,119,506 +15%
Wells Fargo
13
Wells Fargo
California
$1.2B -$29.6M -195,747 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.17B +$56.4M +372,648 +5%
Deutsche Bank
15
Deutsche Bank
Germany
$1.11B +$232M +1,534,872 +26%
Charles Schwab
16
Charles Schwab
California
$877M +$105M +693,699 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$861M +$65.4M +431,998 +8%
Legal & General Group
18
Legal & General Group
United Kingdom
$688M -$43.6M -287,869 -6%
AQR Capital Management
19
AQR Capital Management
Connecticut
$663M +$32M +211,556 +5%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$606M +$408M +2,693,837 +188%
Capital World Investors
21
Capital World Investors
California
$571M +$91.8M +606,680 +18%
UBS AM
22
UBS AM
Illinois
$553M +$35.2M +232,743 +7%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$535M -$9.12M -60,253 -2%
AIG
24
American International Group
New York
$532M -$4.89M -32,317 -0.9%
Swiss National Bank
25
Swiss National Bank
Switzerland
$476M -$65.1M -430,324 -12%

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.