We are live on ! Find out more

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
Impax Asset Management Group
726
Impax Asset Management Group
United Kingdom
$2.2M -$16.1M -122,462 -88%
IR
727
IAT Reinsurance
New York
$2.19M
AWA
728
Arete Wealth Advisors
Illinois
$2.18M +$496K +3,773 +30%
BFO
729
Biltmore Family Office
North Carolina
$2.17M -$7.49K -57 -0.3%
CI
730
CX Institutional
Indiana
$2.15M -$13.9K -106 -0.6%
RIM
731
Rampart Investment Management
Connecticut
$2.15M -$176K -1,340 -8%
SCA
732
Sippican Capital Advisors
Massachusetts
$2.15M +$214K +1,629 +11%
PIM
733
Penobscot Investment Management
Massachusetts
$2.15M -$35.7K -272 -2%
HCM
734
Hengehold Capital Management
Ohio
$2.15M +$75.8K +577 +4%
PCTC
735
Perkins Coie Trust Company
Washington
$2.14M -$18K -137 -0.8%
NSIM
736
North Star Investment Management
Illinois
$2.14M +$22.2K +169 +1%
MGIA
737
Matthew Goff Investment Advisor
Texas
$2.13M -$10.6K -81 -0.5%
CAM
738
Claret Asset Management
Quebec, Canada
$2.13M +$7.22K +55 +0.3%
HSA
739
HBK Sorce Advisory
Pennsylvania
$2.12M -$32.6K -248 -2%
PAM
740
Premier Asset Management
Illinois
$2.12M +$13.1K +100 +0.6%
BC
741
Burleson & Co
California
$2.12M +$921K +7,012 +91%
LWAC
742
Laurel Wealth Advisors (California)
California
$2.11M +$32.6K +248 +2%
OIM
743
Orca Investment Management
Oregon
$2.11M -$42K -320 -2%
SYBT
744
Stock Yards Bank & Trust
Kentucky
$2.11M +$40.1K +305 +2%
OFG
745
OmniStar Financial Group
North Carolina
$2.08M -$33.6K -256 -2%
AP
746
Arlington Partners
Alabama
$2.08M +$1.85M +14,067 +822%
BTW
747
Boston Trust Walden
Massachusetts
$2.08M -$6.17K -47 -0.3%
IRF
748
IBM Retirement Fund
New York
$2.07M -$33.5K -255 -2%
ECM
749
EagleClaw Capital Management
Massachusetts
$2.07M +$442K +3,368 +27%
BHWA
750
Beacon Harbor Wealth Advisors
Virginia
$2.06M +$2.05M +15,620 New

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.