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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
CEI
276
Clark Estates Inc
New York
$14.1M -$11.9M -90,573 -46%
BBHC
277
Brown Brothers Harriman & Co
New York
$14.1M -$776K -5,907 -5%
CDH
278
Charles D. Hyman
$14M +$744K +5,661 +6%
BC
279
Burney Company
Virginia
$13.7M +$3.06M +23,313 +29%
SAM
280
Shell Asset Management
Netherlands
$13.6M +$211K +1,608 +2%
HAI
281
Hennessy Advisors Inc
California
$13.6M -$559K -4,256 -4%
CB
282
Commerce Bank
Missouri
$13.5M +$708K +5,393 +6%
ALAM
283
Asahi Life Asset Management
Japan
$13.3M -$4.55M -34,628 -26%
FHA
284
First Horizon Advisors
Tennessee
$13M +$493K +3,753 +4%
Voloridge Investment Management
285
Voloridge Investment Management
Florida
$12.9M -$18.6M -141,450 -59%
IIM
286
Intact Investment Management
Quebec, Canada
$12.9M
ABTD
287
Arvest Bank Trust Division
Oklahoma
$12.8M -$332K -2,531 -3%
B
288
BP
United Kingdom
$12.8M -$550K -4,184 -4%
FT
289
Fiduciary Trust
Massachusetts
$12.8M -$71.5K -544 -0.6%
Wolverine Trading
290
Wolverine Trading
Illinois
$12.7M +$3.76M +28,641 +42%
OC
291
Oppenheimer & Co
New York
$12.6M -$3.16M -24,053 -20%
SAM
292
Securian Asset Management
Minnesota
$12.6M +$69.4K +528 +0.6%
MCIM
293
Meadow Creek Investment Management
Georgia
$12.6M +$4.11M +31,279 +49%
RC
294
RegentAtlantic Capital
New Jersey
$12.4M +$1.69M +12,861 +16%
BCM
295
Bridgeway Capital Management
Texas
$12.1M -$1.65M -12,552 -12%
WF
296
Welch & Forbes
Massachusetts
$12M -$1.24M -9,435 -9%
HAM
297
Highstreet Asset Management
Ontario, Canada
$12M -$11.2M -84,902 -48%
GIM
298
Grassi Investment Management
California
$11.9M -$6.83K -52 -0.1%
TAF
299
Tredje AP-fonden
Sweden
$11.9M -$2.18M -16,559 -16%
TRSOTSOK
300
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M -$1.06M -8,106 -8%

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.