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
PWLP
401
Prio Wealth Limited Partnership
Massachusetts
$6.88M -$698K -5,317 -9%
LNB
402
Ledyard National Bank
$6.88M -$108K -824 -2%
DC
403
Davenport & Co
Virginia
$6.84M -$332K -2,526 -5%
PAM
404
Panagora Asset Management
Massachusetts
$6.83M -$957K -7,283 -12%
BIA
405
Barry Investment Advisors
Massachusetts
$6.81M -$111K -845 -2%
CCM
406
Cohen Capital Management
California
$6.8M +$402K +3,059 +6%
NRS
407
Neville Rodie & Shaw
New York
$6.77M -$185K -1,411 -3%
1832 Asset Management
408
1832 Asset Management
Ontario, Canada
$6.75M +$6.32M +48,094 +1,493%
SBWIC
409
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.73M -$148K -1,124 -2%
JGUA
410
John G. Ullman & Associates
New York
$6.71M -$109K -826 -2%
Truist Financial
411
Truist Financial
North Carolina
$6.67M -$466K -3,547 -7%
V
412
Veritable
Delaware
$6.67M +$262K +1,995 +4%
LCM
413
Laurion Capital Management
New York
$6.63M -$8.68M -66,055 -57%
MA
414
MUFG Americas
New York
$6.62M -$90.1K -686 -1%
OCM
415
Olstein Capital Management
New York
$6.62M
Qube Research & Technologies (QRT)
416
Qube Research & Technologies (QRT)
United Kingdom
$6.61M +$845K +6,431 +15%
TCOV
417
Trust Company of Vermont
Vermont
$6.52M +$529K +4,030 +9%
TU
418
TDAM USA
Ontario, Canada
$6.52M +$408K +3,105 +7%
HC
419
Hourglass Capital
Texas
$6.45M +$179K +1,360 +3%
MML Investors Services
420
MML Investors Services
Massachusetts
$6.37M +$130K +993 +2%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$6.35M -$344K -2,615 -5%
CSS
422
Cubist Systematic Strategies
Connecticut
$6.35M +$6.33M +48,165 New
MME
423
Meag Munich Ergo
Germany
$6.35M +$594K +4,522 +10%
AF
424
Ally Financial
Michigan
$6.34M
LA
425
Lynch & Associates
Indiana
$6.32M +$140K +1,067 +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.