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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
DWM
576
Darwin Wealth Management
Florida
$3.58M -$57.3K -436 -2%
JIM
577
Jupiter Investment Management
United Kingdom
$3.57M +$678K +5,162 +24%
EWM
578
Evercore Wealth Management
New York
$3.56M +$59.2K +451 +2%
IHL
579
Investment House LLC
California
$3.55M -$70.2K -534 -2%
TEE
580
Tibra Equities Europe
United Kingdom
$3.54M -$1.14M -8,682 -24%
BFA
581
Bragg Financial Advisors
North Carolina
$3.52M -$137K -1,044 -4%
NEAM
582
New England Asset Management
Connecticut
$3.51M -$27.5K -209 -0.8%
LFAS
583
Level Four Advisory Services
Texas
$3.51M +$41.1K +313 +1%
WS
584
Wedbush Securities
California
$3.5M +$60.6K +461 +2%
AAM
585
AR Asset Management
California
$3.49M +$4.07K +31 +0.1%
AOWM
586
Alpha Omega Wealth Management
Virginia
$3.49M +$102K +778 +3%
LW
587
Linscomb Wealth
Texas
$3.48M +$46K +350 +1%
MMA
588
Miracle Mile Advisors
California
$3.47M +$929K +7,073 +37%
ED
589
Exane Derivatives
France
$3.47M -$1.75M -13,353 -34%
SC
590
Searle & Co
Connecticut
$3.44M -$4.2K -32 -0.1%
KA
591
Kintegral Advisory
New York
$3.43M
ISL
592
Ingalls & Snyder LLC
New York
$3.43M -$35.5K -270 -1%
Simplex Trading
593
Simplex Trading
Illinois
$3.42M +$3.41M +25,977 New
Wealth Enhancement Advisory Services
594
Wealth Enhancement Advisory Services
Minnesota
$3.41M -$1.7M -12,922 -35%
WAM
595
Wealthspire Advisors (Maryland)
Maryland
$3.41M +$263 +2 +0%
OCM
596
Oakwood Capital Management
California
$3.4M +$3.39M +25,810 New
FCBT
597
First Citizens Bank & Trust
North Carolina
$3.4M -$266K -2,024 -7%
LC
598
Lavaca Capital
Texas
$3.39M
CAM
599
Columbia Asset Management
Michigan
$3.34M +$211K +1,606 +7%
FFA
600
Fragasso Financial Advisors
Pennsylvania
$3.3M +$175K +1,329 +6%

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.