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
SFI
501
Susquehanna Fundamental Investments
Pennsylvania
$4.63M
FWCM
502
Ferguson Wellman Capital Management
Oregon
$4.6M -$112K -850 -2%
LIA
503
LS Investment Advisors
Michigan
$4.54M +$17.5K +133 +0.4%
CAM
504
Carret Asset Management
New York
$4.47M -$131K -994 -3%
ASN
505
Advisory Services Network
Georgia
$4.47M +$315K +2,398 +8%
FMBTD
506
First Midwest Bank Trust Division
Illinois
$4.45M +$837K +6,374 +23%
WIA
507
Wealthstreet Investment Advisors
Texas
$4.45M -$182K -1,384 -4%
DIP
508
DT Investment Partners
Pennsylvania
$4.42M +$480K +3,650 +12%
ABC
509
Associated Banc-Corp
Wisconsin
$4.41M -$79.5K -605 -2%
CCMINC
510
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.39M -$21.8K -166 -0.5%
GF
511
Gabelli Funds
New York
$4.36M -$739K -5,622 -15%
WSC
512
Wellington Shields & Co
New York
$4.36M +$209K +1,589 +5%
VF
513
Virtu Financial
New York
$4.35M +$4.34M +33,026 New
HW
514
Hancock Whitney
Mississippi
$4.35M -$57.9K -441 -1%
LI
515
Lafayette Investments
Maryland
$4.34M -$39.9K -304 -0.9%
RMSCM
516
R.M. Sincerbeaux Capital Management
New York
$4.33M -$186K -1,418 -4%
MSAM
517
Moloney Securities Asset Management
Missouri
$4.33M -$371K -2,821 -8%
SSWM
518
Smith Salley Wealth Management
North Carolina
$4.33M +$53.1K +404 +1%
PT
519
Plimoth Trust
Massachusetts
$4.3M -$56.4K -429 -1%
GCM
520
Garland Capital Management
Washington
$4.3M +$85.9K +654 +2%
KFP
521
Keystone Financial Planning
Ohio
$4.29M +$18.3K +139 +0.4%
CTC
522
Central Trust Company
Missouri
$4.29M -$193K -1,468 -4%
RG
523
Rathbones Group
United Kingdom
$4.26M -$163K -1,240 -4%
WSFS
524
Wilmington Savings Fund Society
Delaware
$4.25M -$1.16M -8,847 -22%
GC
525
Grimes & Company
Massachusetts
$4.25M -$82.9K -631 -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.