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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
BUB
626
BBVA USA Bancshares
Texas
$2.96M +$92.2K +702 +3%
CAM
627
Cubic Asset Management
Massachusetts
$2.96M -$125K -955 -4%
AIA
628
AIMZ Investment Advisors
California
$2.95M -$19.8K -151 -0.7%
FB
629
Fulton Bank
Pennsylvania
$2.93M -$277K -2,112 -9%
BL
630
BCWM LLC
Kansas
$2.9M +$39.9K +304 +1%
AAIM
631
American Assets Investment Management
California
$2.9M
HC
632
HNP Capital
New York
$2.9M +$228K +1,736 +9%
VRM
633
Vectors Research Management
New York
$2.9M +$228K +1,736 +9%
BCM
634
Brookstone Capital Management
Illinois
$2.89M +$480K +3,654 +20%
WSTAM
635
Wilbanks Smith & Thomas Asset Management
Virginia
$2.88M -$62.3K -474 -2%
TLP
636
Trinity Legacy Partners
Texas
$2.87M +$1.04M +7,904 +56%
UAS
637
United Asset Strategies
New York
$2.87M +$231K +1,760 +9%
PFPT
638
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.85M +$21.8K +166 +0.8%
HTC
639
Haverford Trust Company
Pennsylvania
$2.84M -$53.6K -408 -2%
FMW
640
Farr Miller & Washington
District of Columbia
$2.82M +$44.9K +342 +2%
OWD
641
Osborn Williams & Donohoe
Ohio
$2.82M -$232K -1,769 -8%
Fisher Asset Management
642
Fisher Asset Management
Washington
$2.81M +$152K +1,160 +6%
BAS
643
Brown Advisory Securities
Maryland
$2.8M -$472K -3,595 -14%
TWA
644
TCI Wealth Advisors
Arizona
$2.8M -$108K -823 -4%
KFC
645
Klingenstein Fields & Co
New York
$2.77M -$110K -838 -4%
LBC
646
Lowe Brockenbrough & Co
Virginia
$2.77M -$72.8K -554 -3%
ECM
647
Everence Capital Management
Indiana
$2.76M +$308K +2,343 +13%
NSEDCP
648
NJ State Employees Deferred Compensation Plan
New Jersey
$2.76M
FNB
649
Farmers National Bank
Kentucky
$2.74M +$175K +1,331 +7%
BP
650
BBR Partners
New York
$2.74M -$60.6K -461 -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.