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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
HWM
601
Holloway Wealth Management
Florida
$3.27M
PP
602
Palladium Partners
Virginia
$3.27M +$37.3K +284 +1%
HAG
603
HighPoint Advisor Group
Illinois
$3.26M -$114K -864 -4%
SIP
604
Stoneridge Investment Partners
Pennsylvania
$3.21M -$2.59M -19,698 -45%
NB
605
Northwest Bancshares
Pennsylvania
$3.19M -$68.8K -524 -2%
SPC
606
Sigma Planning Corp
Michigan
$3.19M +$358K +2,728 +13%
AP
607
Advisor Partners
California
$3.16M -$36K -274 -1%
SWMG
608
Signature Wealth Management Group
Georgia
$3.15M +$34.3K +261 +1%
CC
609
Cedar Capital
Illinois
$3.14M +$972K +7,399 +45%
HP
610
Hikari Power
Japan
$3.13M -$16.7M -127,193 -84%
FM
611
Foster & Motley
Ohio
$3.13M +$309K +2,352 +11%
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$3.13M +$3.11M +23,711 New
GC
613
Grace Capital
Massachusetts
$3.12M -$959K -7,303 -24%
GWM
614
Geneos Wealth Management
Colorado
$3.11M -$98.8K -752 -3%
ESB
615
Essex Savings Bank
Connecticut
$3.1M +$1.37M +10,401 +79%
CANC
616
Culbertson A N & Co
Virginia
$3.06M -$43.9K -334 -1%
FNFDCM
617
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.05M -$59.8K -455 -2%
LIM
618
Leavell Investment Management
Alabama
$3.03M +$16K +122 +0.5%
FNBOO
619
First National Bank of Omaha
Nebraska
$3.02M -$301K -2,289 -9%
NWP
620
Northstar Wealth Partners
Connecticut
$3.01M -$3.02K -23 -0.1%
PCM
621
Parsons Capital Management
Rhode Island
$3.01M -$967K -7,364 -24%
EFS
622
Essex Financial Services
Connecticut
$2.99M -$124K -947 -4%
BOCM
623
Bontempo Ohly Capital Management
Maryland
$2.99M +$34.2K +260 +1%
MNBTD
624
Moody National Bank Trust Division
Texas
$2.98M -$6.31K -48 -0.2%
VWM
625
Valley Wealth Managers
New Jersey
$2.98M +$566K +4,306 +24%

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.