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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
AIP
651
Ameritas Investment Partners
Nebraska
$2.74M +$78K +594 +3%
TF
652
Tompkins Financial
New York
$2.72M -$521K -3,966 -16%
AF
653
Alerus Financial
North Dakota
$2.71M +$369K +2,812 +16%
SA
654
Shilanski & Associates
Alaska
$2.7M +$2.69M +20,486 New
DBIA
655
Dumont & Blake Investment Advisors
New Jersey
$2.7M +$115K +874 +4%
BWL
656
Bogart Wealth LLC
Virginia
$2.68M +$236K +1,795 +10%
DCM
657
Dupont Capital Management
Delaware
$2.67M +$26.1K +199 +1%
PH
658
Pinnacle Holdings
Oklahoma
$2.67M +$7.88K +60 +0.3%
PS
659
Pensionfund Sabic
Netherlands
$2.66M
CCM
660
Cadence Capital Management
Massachusetts
$2.64M +$238K +1,815 +10%
IMOV
661
Investment Management of Virginia
Virginia
$2.63M -$2.56M -19,484 -49%
RCAG
662
Rehmann Capital Advisory Group
Michigan
$2.62M +$200K +1,520 +8%
Cetera Investment Advisers
663
Cetera Investment Advisers
Illinois
$2.62M +$184K +1,402 +8%
CIC
664
Crawford Investment Counsel
Georgia
$2.62M +$57K +434 +2%
GJIC
665
Gamble Jones Investment Counsel
California
$2.62M -$312K -2,373 -11%
ST
666
Smithfield Trust
Pennsylvania
$2.61M +$27.5K +209 +1%
BFIM
667
Beese Fulmer Investment Management
Ohio
$2.6M -$87.2K -664 -3%
FA
668
Fagan Associates
New York
$2.6M +$91.4K +696 +4%
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$2.6M +$158K +1,200 +6%
ACM
670
Alpha Capital Management
Texas
$2.59M -$167K -1,270 -6%
HAIM
671
Hunter Associates Investment Management
Pennsylvania
$2.58M -$60.4K -460 -2%
GI
672
GAMCO Investors
Connecticut
$2.57M -$260K -1,976 -9%
BCM
673
Buckhead Capital Management
Georgia
$2.57M
FSA
674
Financial Sense Advisors
California
$2.56M -$359K -2,736 -12%
KRSITF
675
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.55M +$110K +835 +5%

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.