We are live on ! Find out more

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
Dodge & Cox
326
Dodge & Cox
California
$10M -$350K -2,667 -3%
SGA
327
Strategic Global Advisors
California
$10M +$4.69M +35,734 +89%
ECM
328
Estabrook Capital Management
New York
$9.88M -$98.7K -751 -1%
EP
329
Elkfork Partners
Oregon
$9.88M +$3.23M +24,577 +49%
LIM
330
Lathrop Investment Management
Arkansas
$9.84M +$764K +5,813 +8%
GIM
331
Goelzer Investment Management
Indiana
$9.83M +$43.9K +334 +0.5%
PSUF
332
People's United Financial
Connecticut
$9.79M -$2.21M -16,806 -18%
RIA
333
RPG Investment Advisory
California
$9.79M +$872K +6,635 +10%
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$9.79M +$179K +1,360 +2%
WA
335
WealthTrust Axiom
Pennsylvania
$9.73M +$350K +2,667 +4%
PI
336
PEAK6 Investments
Illinois
$9.72M +$3.59M +27,337 +59%
TBA
337
Tower Bridge Advisors
Pennsylvania
$9.66M -$96.4K -734 -1%
BF
338
BOK Financial
Oklahoma
$9.65M -$1.48M -11,286 -13%
PA
339
Pinnacle Associates
New York
$9.52M -$46.5K -354 -0.5%
JG
340
Jefferies Group
New York
$9.51M +$7.83M +59,570 +475%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$9.45M +$117K +887 +1%
FTIOP
342
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.41M -$123K -935 -1%
PAG
343
Private Advisor Group
New Jersey
$9.41M +$1.29M +9,834 +16%
WT
344
Whittier Trust
California
$9.38M -$361K -2,747 -4%
VHAM
345
Van Hulzen Asset Management
California
$9.35M +$1.95M +14,858 +27%
OSIA
346
O'Shares Investment Advisers
Massachusetts
$9.33M +$544K +4,143 +6%
GWM
347
Greenwich Wealth Management
Connecticut
$9.31M +$72.5K +552 +0.8%
BC
348
Bartlett & Co
Ohio
$9.13M -$364K -2,774 -4%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$9.13M -$364K -2,774 -4%
Mariner
350
Mariner
Kansas
$9.09M +$1.31M +9,961 +17%

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.