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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
SC
301
Scotia Capital
Ontario, Canada
$11.6M +$1.14M +8,647 +11%
SAM
302
Silvercrest Asset Management
New York
$11.5M -$813K -6,185 -7%
Macquarie Group
303
Macquarie Group
Australia
$11.5M -$1.47M -11,183 -11%
CIC
304
Canal Insurance Company
South Carolina
$11.4M
RFA
305
Reilly Financial Advisors
California
$11.3M +$142K +1,080 +1%
Assenagon Asset Management
306
Assenagon Asset Management
Luxembourg
$11.1M -$1.57M -11,948 -12%
AL
307
Arnhold LLC
New York
$10.9M -$3.04M -23,116 -22%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$10.9M -$194K -1,477 -2%
GAM
309
Griffin Asset Management
New York
$10.9M -$537K -4,087 -5%
VV
310
Verity & Verity
South Carolina
$10.8M +$417K +3,174 +4%
CCT
311
Country Club Trust
Missouri
$10.8M +$118K +901 +1%
Federated Hermes
312
Federated Hermes
Pennsylvania
$10.7M -$1.48M -11,303 -12%
RCM
313
Radnor Capital Management
Pennsylvania
$10.7M -$51.8K -394 -0.5%
FMI
314
Factory Mutual Insurance
Massachusetts
$10.7M
FCI
315
Financial Counselors Inc
Kansas
$10.7M +$1.22M +9,258 +13%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$10.6M +$1.14M +8,675 +12%
Luther King Capital Management (LKCM)
317
Luther King Capital Management (LKCM)
Texas
$10.6M -$4.68M -35,657 -31%
WAM
318
World Asset Management
Michigan
$10.6M -$35.2K -268 -0.3%
PAM
319
Palisade Asset Management
Minnesota
$10.5M +$516K +3,925 +5%
BAAM
320
Baker Avenue Asset Management
California
$10.3M +$59.1K +450 +0.6%
MIM
321
Montgomery Investment Management
Maryland
$10.3M -$287K -2,186 -3%
BHWM
322
Bar Harbor Wealth Management
New Hampshire
$10.2M -$59.1K -450 -0.6%
CA
323
Cullinan Associates
Kentucky
$10.2M +$3.24M +24,635 +47%
MAM
324
Meeder Asset Management
Ohio
$10.2M +$9.06M +68,955 +857%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$10.1M -$385K -2,928 -4%

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.