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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
RWM
676
RBA Wealth Management
California
$2.55M +$3.02K +23 +0.1%
HDIM
677
Hanson & Doremus Investment Management
Vermont
$2.54M -$46.9K -357 -2%
AIC
678
Argus Investors Counsel
New York
$2.54M -$110K -837 -4%
RIL
679
Rothschild Investment LLC
Illinois
$2.53M -$60.3K -459 -2%
MIH
680
Meitav Investment House
Israel
$2.53M +$239K +1,817 +11%
FL
681
Fort LP
Maryland
$2.53M +$275K +2,094 +12%
KL
682
KWMG LLC
Kansas
$2.48M +$117K +888 +5%
BFO
683
Boston Family Office
Massachusetts
$2.48M -$209K -1,589 -8%
CC
684
Centiva Capital
New York
$2.47M +$2.31M +17,609 +1,599%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$2.46M +$122K +931 +5%
WT
686
Washington Trust
Rhode Island
$2.41M +$150K +1,141 +7%
FIM
687
Freedom Investment Management
Connecticut
$2.41M +$185K +1,409 +8%
SNT
688
Security National Trust
West Virginia
$2.4M +$1.97K +15 +0.1%
CIM
689
CenturyLink Investment Management
Colorado
$2.4M -$72K -548 -3%
SLG
690
Stanley-Laman Group
Pennsylvania
$2.39M -$1.71K -13 -0.1%
PVWM
691
Point View Wealth Management
New Jersey
$2.39M +$70.9K +540 +3%
JCM
692
Jacobi Capital Management
Pennsylvania
$2.38M +$846K +6,439 +56%
ACM
693
AlphaCrest Capital Management
New York
$2.37M -$648K -4,934 -22%
BWM
694
BerganKDV Wealth Management
Minnesota
$2.37M -$155K -1,180 -6%
AFG
695
Albion Financial Group
Utah
$2.37M +$475K +3,614 +25%
ACP
696
Ashfield Capital Partners
California
$2.37M -$27.7K -211 -1%
CA
697
Clearstead Advisors
Ohio
$2.37M -$61.4K -467 -3%
GC
698
Gratus Capital
Georgia
$2.36M -$8.54K -65 -0.4%
CAM
699
Cacti Asset Management
Georgia
$2.36M -$13.8K -105 -0.6%
PAMG
700
Patton Albertson Miller Group
Tennessee
$2.35M +$1.63M +12,390 +220%

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.