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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$482M +$9.37M +71,300 +2%
AQR Capital Management
27
AQR Capital Management
Connecticut
$467M -$29.6M -225,313 -6%
UBS Group
28
UBS Group
Switzerland
$457M -$13M -99,291 -3%
LSV Asset Management
29
LSV Asset Management
Illinois
$453M -$23.9M -181,618 -5%
PPA
30
Parametric Portfolio Associates
Washington
$450M +$2.94M +22,409 +0.7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$432M -$19M -144,871 -4%
AIG
32
American International Group
New York
$401M -$25.4M -193,012 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$399M -$50.2M -382,429 -11%
Barclays
34
Barclays
United Kingdom
$393M +$71.8M +546,768 +22%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$389M +$11.4M +86,713 +3%
CSIA
36
Charles Schwab Investment Advisory
California
$385M +$17.7M +134,512 +5%
Prudential Financial
37
Prudential Financial
New Jersey
$352M +$32.1M +244,323 +10%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$327M -$14.7M -111,621 -4%
Franklin Resources
39
Franklin Resources
California
$321M +$232M +1,767,367 +266%
First Trust Advisors
40
First Trust Advisors
Illinois
$314M +$85.6M +651,893 +38%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$304M -$7.09M -53,989 -2%
JP Morgan Chase
42
JP Morgan Chase
New York
$283M -$17.1M -129,811 -6%
CS
43
Credit Suisse
Switzerland
$269M -$218M -1,662,460 -45%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$258M +$9.93M +75,565 +4%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$249M -$7.92M -60,262 -3%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$228M +$823K +6,266 +0.4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$225M -$7.96M -60,620 -3%
Capital Research Global Investors
48
Capital Research Global Investors
California
$219M -$41.2M -313,394 -16%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$215M -$7.11M -54,154 -3%
Swedbank
50
Swedbank
Sweden
$214M +$20.7M +157,394 +11%

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.