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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
ANI
701
American National Insurance
Texas
$2.34M
LRPA
702
L. Roy Papp & Associates
Arizona
$2.33M +$840K +6,391 +57%
SCM
703
Sterneck Capital Management
Missouri
$2.33M +$78.4K +597 +3%
BDS
704
Banco de Sabadell
Florida
$2.32M +$2.32M +17,636 New
BSW
705
Buckingham Strategic Wealth
Missouri
$2.32M +$525K +3,994 +29%
S
706
Seeyond
France
$2.31M -$130K -991 -5%
PFSC
707
Peoples Financial Services Corp
Pennsylvania
$2.31M -$1.2M -9,100 -34%
HI
708
Hudock Inc
Pennsylvania
$2.31M +$138K +1,052 +6%
SCI
709
SkyBridge Capital II
New York
$2.31M -$1.11M -8,487 -33%
DSC
710
Duncker Streett & Co
Missouri
$2.3M -$27.2K -207 -1%
WAM
711
Weatherly Asset Management
California
$2.29M -$20K -152 -0.9%
PR
712
Payden & Rygel
California
$2.28M +$673K +5,126 +42%
AIM
713
Axiom Investment Management
New York
$2.28M +$250K +1,901 +12%
SCM
714
Schnieders Capital Management
California
$2.27M +$161K +1,228 +8%
CT
715
Cambridge Trust
Massachusetts
$2.25M +$41.8K +318 +2%
WCM
716
Windward Capital Management
California
$2.25M +$20.9K +159 +0.9%
FC
717
Forte Capital
New York
$2.25M -$497K -3,781 -18%
FRA
718
Front Row Advisors
California
$2.25M -$68.7K -523 -3%
IA
719
IFG Advisory
Georgia
$2.24M +$57.5K +438 +3%
III
720
Independent Investors Inc
New York
$2.24M -$3.28K -25 -0.1%
PPSG
721
Princeton Portfolio Strategies Group
New Jersey
$2.23M -$158K -1,203 -7%
RT
722
Rockland Trust
Massachusetts
$2.23M +$60.7K +462 +3%
IEFM
723
IQ EQ Fund Management
Ireland
$2.21M +$2.2M +16,768 New
CG
724
Caprock Group
Idaho
$2.21M +$39K +297 +2%
LDB
725
Lee, Danner & Bass
Tennessee
$2.2M +$335K +2,547 +18%

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.