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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
MC
751
Maverick Capital
Texas
$2.05M +$2.04M +15,564 New
MKC
752
M. Kraus & Co
Vermont
$2.04M -$22.3K -170 -1%
FNBT
753
FineMark National Bank & Trust
Florida
$2.04M +$370K +2,816 +22%
SSB
754
Sandy Spring Bank
Maryland
$2.03M -$115K -874 -5%
SL
755
Summitry LLC
California
$2.03M +$118K +901 +6%
CFA
756
Camarda Financial Advisors
Florida
$2.02M -$433K -3,297 -18%
SCI
757
S&CO Inc
Massachusetts
$2.02M
CAG
758
Crestwood Advisors Group
Massachusetts
$2.02M +$253K +1,923 +14%
WSCM
759
Wellington Shields Capital Management
New York
$2.01M -$31K -236 -2%
LPT
760
Legacy Private Trust
Wisconsin
$2.01M +$16.9K +129 +0.9%
CCM
761
Covington Capital Management
California
$2M +$10.4K +79 +0.5%
Carson Wealth (CWM LLC)
762
Carson Wealth (CWM LLC)
Nebraska
$2M
HA
763
Halsey Associates
Connecticut
$2M -$600K -4,565 -23%
CB
764
Chemical Bank
Michigan
$1.99M -$101K -768 -5%
HIC
765
Holderness Investments Company
North Carolina
$1.99M -$31.5K -240 -2%
RHBC
766
R.H. Bluestein & Co
Michigan
$1.99M -$32.2K -245 -2%
DCM
767
Donaldson Capital Management
Indiana
$1.97M -$17.8M -135,191 -90%
AWM
768
Altium Wealth Management
New York
$1.96M -$38.5K -293 -2%
ET
769
Equitable Trust
Tennessee
$1.96M -$32.1K -244 -2%
ZIC
770
ZWJ Investment Counsel
Georgia
$1.95M
IIM
771
Ipswich Investment Management
Massachusetts
$1.95M -$5.91K -45 -0.3%
VC
772
Vicus Capital
Pennsylvania
$1.95M +$195K +1,487 +11%
NAM
773
NTV Asset Management
West Virginia
$1.95M -$20.4K -155 -1%
BP
774
Ballentine Partners
Massachusetts
$1.95M +$416K +3,168 +27%
APP
775
Avantax Planning Partners
Iowa
$1.95M +$375K +2,858 +25%

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.