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1,950 hedge funds and large institutions have $70.8B invested in IBM in 2019 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 777 increasing their positions, 798 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 92

0.36% more ownership

Funds ownership: 58.86%59.22% (+0.36%)

0% more capital invested

Capital invested by funds: $70.6B → $70.8B (+$199M)

3% less repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 798

1% less funds holding

Funds holding: 1,9751,950 (-25)

13% less funds holding in top 10

Funds holding in top 10: 6052 (-8)

24% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.18B

Holders
1,950
Holders Change
-25
Holders Change %
-1.27%
% of All Funds
42.35%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
1.13%
New
99
Increased
777
Reduced
798
Closed
92
Calls
$1.65B
Puts
$2.18B
Net Calls
-$522M
Net Calls Change
+$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
226
American Investment Services
Massachusetts
$21.2M +$190K +1,448 +0.9%
GG
227
Gofen & Glossberg
Illinois
$21.2M -$1.2M -9,102 -5%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$21M +$1.44M +10,936 +7%
NAM
229
Nissay Asset Management
Japan
$19.5M -$551K -4,191 -3%
ZIM
230
Zacks Investment Management
Illinois
$19.4M +$345K +2,629 +2%
LCM
231
Logan Capital Management
Pennsylvania
$19.3M -$304K -2,313 -2%
BTS
232
BB&T Securities
Virginia
$19.2M +$511K +3,893 +3%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$19.2M -$1.09M -8,270 -5%
DnB Asset Management
234
DnB Asset Management
Norway
$19.2M +$777K +5,912 +4%
HIMCH
235
Hartford Investment Management Co (HIMCO)
Connecticut
$19.2M +$64.9K +494 +0.3%
ARMC
236
American Research & Management Company
Massachusetts
$18.9M -$404K -3,073 -2%
SEI Investments
237
SEI Investments
Pennsylvania
$18.8M -$1.17M -8,921 -6%
O
238
Ossiam
France
$18.7M +$18.4M +139,746 +6,236%
LF
239
Lannebo Fonder
Sweden
$18.6M +$687K +5,230 +4%
Fayez Sarofim & Co
240
Fayez Sarofim & Co
Texas
$18.6M -$1.15M -8,758 -6%
OAM
241
Oppenheimer Asset Management
New York
$18.5M -$287K -2,183 -2%
AG
242
Advisor Group
Arizona
$18.5M +$943K +7,180 +5%
HPC
243
HM Payson & Co
Maine
$18.5M -$280K -2,134 -2%
SDIC
244
South Dakota Investment Council
South Dakota
$18.3M -$2.52M -19,173 -12%
HNB
245
Huntington National Bank
Ohio
$17.9M -$412K -3,133 -2%
KA
246
KLCM Advisors
Wisconsin
$17.5M -$176K -1,336 -1%
FBP
247
Flippin Bruce & Porter
Virginia
$17.5M +$175K +1,331 +1%
CB
248
Community Bank
New York
$17.5M -$60.7K -462 -0.3%
MSA
249
Mason Street Advisors
Wisconsin
$17.4M -$68.7K -523 -0.4%
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$17.4M +$315K +2,394 +2%

IBM Hedge Fund Activity: Q2 2019 in Review

1,950 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2019, worth a combined $70.8B — up 0.28% from $70.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new IBM positions and 92 closed out — a net gain of 7 holders — while 777 added to existing stakes and 798 trimmed.

The largest buyer was Nuveen, adding an estimated $638M. The largest seller was Credit Suisse, cutting an estimated $218M.

  • 1,950 institutional investors held IBM (IBM) as of Q2 2019, down from 1,975 in Q1 2019.
  • Funds reported $70.8B of IBM stock for Q2 2019, up 0.28% quarter-over-quarter.
  • 99 funds opened new IBM positions in Q2 2019 and 92 closed out, a net change of +7 holders.
  • The largest IBM buyer in Q2 2019 was Nuveen, an estimated $638M added.
  • The largest IBM seller in Q2 2019 was Credit Suisse, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2019.