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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
BB
776
Busey Bank
Illinois
$1.94M -$28.2K -215 -1%
AMIM
777
Aull & Monroe Investment Management
Alabama
$1.94M -$27.5K -209 -1%
ST
778
Spinnaker Trust
Maine
$1.94M -$100K -762 -5%
Capital Fund Management (CFM)
779
Capital Fund Management (CFM)
France
$1.94M +$1.93M +14,681 New
WIC
780
Whitegate Investment Counselors
New Hampshire
$1.93M -$92.7K -706 -5%
MCM
781
Marathon Capital Management
Maryland
$1.93M +$16.3K +124 +0.9%
SC
782
Slow Capital
California
$1.93M +$16.8K +128 +0.9%
LCM
783
Landscape Capital Management
New Jersey
$1.92M -$103K -786 -5%
CBN
784
Cadence Bank NA
Texas
$1.91M +$195K +1,485 +11%
VAM
785
Verity Asset Management
North Carolina
$1.89M +$147K +1,119 +8%
NC
786
NewSquare Capital
Pennsylvania
$1.88M +$204K +1,553 +12%
BC
787
Brinker Capital
Pennsylvania
$1.87M +$68K +518 +4%
NFC
788
Northeast Financial Consultants
Connecticut
$1.87M +$31K +236 +2%
AWM
789
Aries Wealth Management
Maine
$1.86M -$12.3K -94 -0.7%
PCA
790
Personal Capital Advisors
California
$1.85M +$124K +943 +7%
PI
791
Pettee Investors
Connecticut
$1.85M +$27.6K +210 +2%
SBSB
792
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.85M -$247K -1,882 -12%
PTC
793
Philadelphia Trust Company
Pennsylvania
$1.84M -$2.76K -21 -0.2%
AT
794
Arden Trust
Delaware
$1.84M -$85.5K -651 -4%
VFA
795
Voya Financial Advisors
Connecticut
$1.83M -$7.36K -56 -0.4%
RG
796
Rikoon Group
New Mexico
$1.83M -$69.8K -531 -4%
CFG
797
Citizens Financial Group
Rhode Island
$1.82M -$5.65K -43 -0.3%
NA
798
Navellier & Associates
Nevada
$1.8M -$41.3K -314 -2%
CA
799
Corrado Advisors
New Jersey
$1.8M -$115K -875 -6%
EF
800
Empirical Finance
Pennsylvania
$1.8M +$11.4K +87 +0.6%

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.