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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
RB
476
Rodgers Brothers
Pennsylvania
$5.08M -$30.7K -234 -0.6%
MERSOM
477
Municipal Employees' Retirement System of Michigan
Michigan
$5.08M +$289K +2,197 +6%
ATC
478
Argent Trust Co
Tennessee
$5.04M +$116K +883 +2%
SCM
479
Stonebridge Capital Management
California
$5.02M -$556K -4,230 -10%
RCM
480
Riverhead Capital Management
Delaware
$5.02M +$1.66M +12,604 +50%
WJA
481
Williams Jones & Associates
New York
$5.01M -$110K -839 -2%
WI
482
WBI Investments
New Jersey
$5.01M -$4.79M -36,424 -49%
SPC
483
Stewart & Patten Company
California
$5M -$4.75M -36,178 -49%
BB
484
Bell Bank
North Dakota
$4.99M +$27.7K +211 +0.6%
SCA
485
Snowden Capital Advisors
New York
$4.98M +$246K +1,871 +5%
AUB
486
Atlantic Union Bankshares
Virginia
$4.92M +$4.29M +32,660 +707%
TC
487
TownSquare Capital
Utah
$4.87M -$9.62M -73,223 -68%
AWM
488
AE Wealth Management
Kansas
$4.8M +$2.19M +16,664 +84%
LS
489
Livforsakringsbolaget Skandia
Sweden
$4.8M +$192K +1,465 +4%
SAM
490
Sompo Asset Management
Japan
$4.79M +$712K +5,418 +18%
AIP
491
ARS Investment Partners
New York
$4.78M +$3.04M +23,165 +177%
CB
492
Cadence Bank
Mississippi
$4.73M +$682K +5,189 +17%
DWM
493
Dorchester Wealth Management
Quebec, Canada
$4.72M +$657 +5 +0%
DWA
494
Douglass Winthrop Advisors
New York
$4.71M -$179K -1,363 -4%
ERSOT
495
Employees Retirement System of Texas
Texas
$4.69M -$412K -3,138 -8%
NCM
496
Novare Capital Management
North Carolina
$4.68M +$57K +434 +1%
SLI
497
Sumitomo Life Insurance
Japan
$4.68M +$188K +1,432 +4%
HI
498
Horizon Investments
North Carolina
$4.67M +$741K +5,644 +19%
IIC
499
Ironwood Investment Counsel
Arizona
$4.65M +$185K +1,405 +4%
NMIMC
500
Northwestern Mutual Investment Management Company
Wisconsin
$4.64M -$14M -106,263 -75%

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.