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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
Squarepoint
551
Squarepoint
New York
$3.88M +$1.85M +14,085 +92%
BCM
552
Birmingham Capital Management
Alabama
$3.88M -$65.9K -502 -2%
VanEck Associates
553
VanEck Associates
New York
$3.88M -$123K -933 -3%
MHI
554
Miller Howard Investments
New York
$3.87M +$3.85M +29,313 New
PL
555
Parthenon LLC
Kentucky
$3.86M -$82.4K -627 -2%
AIA
556
Allied Investment Advisors
Montana
$3.85M +$144K +1,099 +4%
NB
557
NBT Bank
New York
$3.84M -$149K -1,134 -4%
MCM
558
Mengis Capital Management
Oregon
$3.82M +$3.57M +27,161 +1,471%
DY
559
Dowling & Yahnke
California
$3.82M +$109K +828 +3%
CBT
560
Capital Bank & Trust
California
$3.8M +$214K +1,630 +6%
APSI
561
Asset Planning Services Inc
Louisiana
$3.79M +$320K +2,434 +9%
CIA
562
CSat Investment Advisory
Michigan
$3.78M +$33K +251 +0.9%
VST
563
Van Strum & Towne
California
$3.77M +$54.9K +418 +1%
PGA
564
Portland Global Advisors
Maine
$3.76M +$39K +297 +1%
CMO
565
Covenant Multifamily Offices
Texas
$3.76M +$1.48M +11,254 +65%
TI
566
Tidal Investments
Wisconsin
$3.71M -$170K -1,293 -4%
CI
567
Cigna Investments
Connecticut
$3.7M -$142K -1,081 -4%
AMI
568
Amica Mutual Insurance
Rhode Island
$3.69M
BAM
569
Bruderman Asset Management
New York
$3.63M -$3.09M -23,522 -46%
FM
570
Family Management
New York
$3.63M +$260K +1,977 +8%
MCM
571
Murphy Capital Management
New Jersey
$3.63M -$176K -1,340 -5%
MYAM
572
Meiji Yasuda Asset Management
Japan
$3.62M -$152K -1,158 -4%
ACM
573
Argyle Capital Management
Pennsylvania
$3.6M +$34.4K +262 +1%
Wealthfront Advisers
574
Wealthfront Advisers
California
$3.59M +$117K +892 +3%
CPO
575
Cerity Partners OCIO
New York
$3.58M +$470K +3,576 +15%

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.