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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
AC
376
Allstate Corporation
Illinois
$7.86M +$62.9K +479 +0.8%
PG
377
Pendal Group
Australia
$7.83M -$1.41M -10,738 -15%
Teacher Retirement System of Texas
378
Teacher Retirement System of Texas
Texas
$7.77M -$1.14M -8,714 -13%
SI
379
Stephens Inc
Arkansas
$7.75M +$246K +1,870 +3%
BA
380
Bridgewater Associates
Connecticut
$7.67M +$1.56M +11,869 +26%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$7.64M +$1.6M +12,201 +27%
SIM
382
Sentry Investment Management
Wisconsin
$7.6M -$46.5K -354 -0.6%
MIM
383
Manitou Investment Management
Ontario, Canada
$7.53M -$1.43M -10,879 -16%
Capstone Investment Advisors
384
Capstone Investment Advisors
New York
$7.53M +$7.5M +57,103 New
SGK
385
Steigerwald Gordon & Koch
Virginia
$7.5M -$54.4K -414 -0.7%
SMI
386
Shelter Mutual Insurance
Missouri
$7.49M -$710K -5,408 -9%
Nomura Holdings
387
Nomura Holdings
Japan
$7.48M -$2.19M -16,672 -23%
GIA
388
Guyasuta Investment Advisors
Pennsylvania
$7.47M +$215K +1,639 +3%
SCA
389
Stonebridge Capital Advisors
Minnesota
$7.34M -$37.4K -285 -0.5%
Cerity Partners
390
Cerity Partners
New York
$7.29M +$4.77M +36,321 +191%
SW
391
SVB Wealth
Massachusetts
$7.26M -$533K -4,060 -7%
JIC
392
Johnson Investment Counsel
Ohio
$7.21M +$73K +556 +1%
TAM
393
Tyers Asset Management
Texas
$7.18M +$2.35M +17,874 +49%
COPPSERS
394
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.18M +$3.81K +29 +0.1%
HEIP
395
Hudson Edge Investment Partners
New Jersey
$7.17M +$32.4K +247 +0.5%
QI
396
QS Investors
New York
$7.14M -$99.6K -758 -1%
TCM
397
Tufton Capital Management
Maryland
$7.09M -$55.3K -421 -0.8%
MCM
398
McRae Capital Management
New Jersey
$7.06M +$112K +850 +2%
WPC
399
Waters Parkerson & Co
Louisiana
$7.05M +$42K +320 +0.6%
FPCG
400
Fort Pitt Capital Group
Pennsylvania
$6.95M -$202K -1,536 -3%

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.