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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
CBTWT
526
Community Bank & Trust (Waco, Texas)
Texas
$4.24M -$102K -780 -2%
TRCT
527
Tower Research Capital (TRC)
New York
$4.24M +$1.4M +10,693 +50%
PA
528
Profund Advisors
Maryland
$4.21M +$1.03M +7,830 +33%
MPM
529
Meritage Portfolio Management
Kansas
$4.16M +$657 +5 +0%
RVM
530
Robinson Value Management
Texas
$4.15M +$4.14M +31,493 New
BS
531
Boenning & Scattergood
Pennsylvania
$4.15M +$677K +5,154 +20%
JFL
532
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.12M -$837K -6,373 -17%
MAA
533
Matrix Asset Advisors
New York
$4.12M +$9.46K +72 +0.2%
BAC
534
Boys Arnold & Co
North Carolina
$4.11M -$26.7K -203 -0.6%
EAM
535
Eagle Asset Management
Florida
$4.08M +$331K +2,521 +9%
EARNEST Partners
536
EARNEST Partners
Georgia
$4.08M -$107K -818 -3%
BE
537
Bonness Enterprises
District of Columbia
$4.06M
AIS
538
Accurate Investment Solutions
Pennsylvania
$4.06M +$94.5K +719 +2%
PDN
539
Pensionfund DSM Netherlands
Netherlands
$4.04M
BFEC
540
Benjamin F. Edwards & Company
Missouri
$4.02M +$286K +2,177 +8%
MFG
541
Monte Financial Group
Connecticut
$3.98M +$137K +1,046 +4%
TAM
542
Tradition Asset Management
Virginia
$3.95M +$3.93M +29,935 New
MC
543
Moors & Cabot
Massachusetts
$3.93M +$231K +1,762 +6%
CC
544
Courier Capital
New York
$3.93M +$15.2K +116 +0.4%
SWM
545
SeaCrest Wealth Management
New York
$3.93M -$438K -3,337 -10%
MA
546
Montag & Associates
Georgia
$3.93M -$875K -6,657 -18%
WFMPM
547
Woodley Farra Manion Portfolio Management
Indiana
$3.92M +$60.7K +462 +2%
WTFG
548
Wells Trecaso Financial Group
Ohio
$3.91M +$53.7K +409 +1%
SCM
549
Sterling Capital Management
North Carolina
$3.9M +$34K +259 +0.9%
CHC
550
City Holding Co
West Virginia
$3.9M -$57.8K -440 -1%

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.