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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
CCP
426
Clifford Capital Partners
Utah
$6.23M +$202K +1,536 +3%
AAA
427
Adams Asset Advisors
Texas
$6.22M +$53.7K +409 +0.9%
FAAS
428
First Allied Advisory Services
California
$6.22M +$230K +1,747 +4%
PCMK
429
Paragon Capital Management (Kansas)
Kansas
$6.2M +$115K +876 +2%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$6.19M -$20.1K -153 -0.3%
SPIA
431
Steward Partners Investment Advisory
New York
$6.12M +$213K +1,624 +4%
LC
432
Lourd Capital
California
$6.11M -$128K -971 -2%
DAC
433
Dividend Assets Capital
South Carolina
$6.11M +$517K +3,935 +9%
EAM
434
Erste Asset Management
Austria
$6.1M +$1.98M +15,099 +49%
JC
435
Jacobs & Co
California
$6.08M +$142K +1,083 +2%
HF
436
HRT Financial
New York
$6.04M +$6.02M +45,825 New
SCM
437
Shelton Capital Management
Colorado
$6.02M +$5.15M +39,240 +609%
GHAM
438
Gilman Hill Asset Management
Connecticut
$6.02M -$198K -1,509 -3%
DA
439
Duality Advisers
Florida
$5.98M +$5.96M +45,375 New
CAPTRUST Financial Advisors
440
CAPTRUST Financial Advisors
North Carolina
$5.98M +$504K +3,835 +9%
PNC
441
Park National Corp
Ohio
$5.91M -$447K -3,406 -7%
CAN
442
Cetera Advisor Networks
California
$5.88M +$130K +992 +2%
CCM
443
Campbell Capital Management
Florida
$5.82M +$2.6M +19,801 +81%
KCM
444
Kanawha Capital Management
Virginia
$5.8M +$52.5K +400 +0.9%
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$5.72M +$70.7K +538 +1%
KRS
446
Kentucky Retirement Systems
Kentucky
$5.69M +$328K +2,495 +6%
VFM
447
Viking Fund Management
North Dakota
$5.65M +$137K +1,046 +3%
WTC
448
WhitTier Trust Company
Nevada
$5.61M -$129K -985 -2%
BIM
449
Bridges Investment Management
Nebraska
$5.59M +$57.1K +435 +1%
SIG
450
Schaller Investment Group
North Carolina
$5.57M -$756K -5,753 -12%

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.