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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$213M -$3.13M -23,839 -1%
Principal Financial Group
52
Principal Financial Group
Iowa
$208M -$7.03M -53,504 -3%
Fidelity International
53
Fidelity International
Bermuda
$194M -$83.7M -636,946 -30%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$191M -$11.9M -90,218 -6%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$182M +$37.7M +286,962 +26%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$181M -$8.04M -61,225 -4%
APG Asset Management
57
APG Asset Management
Netherlands
$176M +$94.9M +722,054 +91%
Renaissance Technologies
58
Renaissance Technologies
New York
$172M -$46.8M -355,982 -21%
PI
59
PGGM Investments
Netherlands
$165M +$2.95M +22,448 +2%
ClearBridge Investments
60
ClearBridge Investments
New York
$163M -$11.5M -87,436 -7%
Stifel Financial
61
Stifel Financial
Missouri
$162M -$1.33M -10,132 -0.8%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$162M -$7.71M -58,685 -5%
DZ Bank
63
DZ Bank
Germany
$159M +$3.9M +29,689 +3%
Skandinaviska Enskilda Banken (SEB)
64
Skandinaviska Enskilda Banken (SEB)
Sweden
$156M +$73.3M +558,129 +90%
Allianz Asset Management
65
Allianz Asset Management
Germany
$152M +$4.83M +36,749 +3%
Canada Life
66
Canada Life
Manitoba, Canada
$148M -$29.5M -224,805 -17%
Barrow, Hanley, Mewhinney & Strauss
67
Barrow, Hanley, Mewhinney & Strauss
Texas
$144M +$8.39M +63,837 +6%
PP
68
Prudential plc
United Kingdom
$141M +$8.3M +63,155 +6%
Parnassus Investments
69
Parnassus Investments
California
$138M
Bessemer Group
70
Bessemer Group
New Jersey
$135M -$248K -1,885 -0.2%
National Pension Service
71
National Pension Service
South Korea
$133M +$7.64M +58,161 +6%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$125M +$190K +1,443 +0.2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$122M -$18.6M -141,517 -13%
USAA
74
United Services Automobile Association
Texas
$121M +$46.8M +356,259 +63%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$121M +$102K +778 +0.1%

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.