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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
EWM
801
Empirical Wealth Management
Washington
$1.8M +$143K +1,090 +9%
FVSAZ
802
Flossbach von Storch AG Zurich
Switzerland
$1.79M
VCA
803
Verdence Capital Advisors
Maryland
$1.79M -$48.7K -371 -3%
MFG
804
MidWestOne Financial Group
Iowa
$1.78M +$1.77M +13,475 New
RE
805
RBC Europe
United Kingdom
$1.77M +$525 +4 +0%
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.76M -$116K -886 -6%
FANJ
807
Financial Architects (New Jersey)
New Jersey
$1.76M -$63.1K -480 -3%
HR
808
Howe & Rusling
New York
$1.76M +$4.99K +38 +0.3%
EI
809
EDMP Inc
Florida
$1.75M -$68.2K -519 -4%
PCA
810
Providence Capital Advisors
North Carolina
$1.74M +$75.5K +575 +5%
SCA
811
Stokes Capital Advisors
South Carolina
$1.74M +$206K +1,569 +14%
CCG
812
Cypress Capital Group
Florida
$1.74M +$41.3K +314 +2%
SRC
813
Shufro Rose & Co
New York
$1.74M +$2.37K +18 +0.1%
CAMG
814
CWA Asset Management Group
Florida
$1.73M +$20.8K +158 +1%
SC
815
Sawyer & Company
Massachusetts
$1.73M -$75.7K -576 -4%
FHA
816
Flagship Harbor Advisors
Massachusetts
$1.73M +$14.7K +112 +0.9%
GAMC
817
Garner Asset Management Corp
Texas
$1.72M -$95.4K -726 -5%
CC
818
Cannell & Co
New York
$1.72M
NCM
819
Narwhal Capital Management
Georgia
$1.71M +$867K +6,601 +103%
LNC
820
Lincoln National Corp
Pennsylvania
$1.71M +$288K +2,196 +20%
DMC
821
Drexel Morgan & Co
Pennsylvania
$1.71M +$435K +3,315 +34%
CG
822
Colony Group
Massachusetts
$1.7M +$630K +4,796 +59%
APA
823
American Portfolios Advisors
New York
$1.69M +$106K +809 +7%
FHB
824
First Hawaiian Bank
Hawaii
$1.68M +$207K +1,573 +14%
EHWM
825
Eads & Heald Wealth Management
Georgia
$1.68M +$19.2K +146 +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.