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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
Jane Street
251
Jane Street
New York
$17.4M -$4.98M -37,888 -22%
CSIC
252
Clifford Swan Investment Counsel
California
$17.3M -$386K -2,936 -2%
LCS
253
Levin Capital Strategies
New York
$17.2M +$1.82M +13,865 +12%
AIM
254
Achmea Investment Management
Netherlands
$17.1M +$1.27M +9,635 +8%
6M
255
6 Meridian
Kansas
$17M -$90.3K -687 -0.5%
TIP
256
Torray Investment Partners
Maryland
$16.9M +$28.4K +216 +0.2%
AB
257
Amalgamated Bank
New York
$16.8M -$1.44M -10,987 -8%
MOACM
258
Mutual of America Capital Management
New York
$16.4M -$19.7K -150 -0.1%
Los Angeles Capital Management
259
Los Angeles Capital Management
California
$16.3M -$22.2M -169,083 -58%
VCM
260
Voleon Capital Management
California
$16.3M -$4.4M -33,472 -21%
Millennium Management
261
Millennium Management
New York
$16.2M +$5.31M +40,428 +49%
Calamos Advisors
262
Calamos Advisors
Illinois
$16.1M +$6.03M +45,933 +60%
BC
263
Bruce & Co
Illinois
$16M -$3.26M -24,843 -17%
Public Sector Pension Investment Board (PSP Investments)
264
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M +$5.7M +43,409 +56%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9M +$158K +1,202 +1%
PP
266
Paloma Partners
Connecticut
$15.7M +$14M +106,937 +870%
WB
267
WesBanco Bank
West Virginia
$15.7M -$323K -2,457 -2%
TF
268
TIAA FSB
Florida
$15.6M +$2.37M +18,070 +18%
GHCM
269
Glen Harbor Capital Management
California
$15.3M +$4.99M +37,983 +49%
BS
270
Banco Santander
Spain
$15.1M -$2.09M -15,932 -12%
PIA
271
Piedmont Investment Advisors
North Carolina
$14.9M -$1.36M -10,362 -8%
UH
272
Unigestion Holding
Switzerland
$14.9M -$7.74M -58,944 -34%
RGI
273
River Global Investors
United Kingdom
$14.4M +$770K +5,858 +6%
HIMC
274
Heritage Investors Management Corp
Maryland
$14.4M -$266K -2,027 -2%
RFC
275
Regions Financial Corp
Alabama
$14.3M -$277K -2,107 -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.