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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
CC
826
ClearArc Capital
Ohio
$1.66M -$225K -1,715 -12%
PFS
827
Physicians Financial Services
North Carolina
$1.66M -$27.5K -209 -2%
GLA
828
Great Lakes Advisors
Illinois
$1.66M -$13.9K -106 -0.8%
SBWM
829
Sunflower Bank Wealth Management
Arizona
$1.65M -$657 -5 -0%
MIM
830
Marco Investment Management
Georgia
$1.65M -$20.6K -157 -1%
CCC
831
Chelsea Counsel Company
California
$1.64M
GFA
832
Gifford Fong Associates
California
$1.64M
BRWA
833
B. Riley Wealth Advisors
Florida
$1.64M +$419K +3,192 +35%
PAM
834
Peninsula Asset Management
Florida
$1.64M -$15.1K -115 -0.9%
SWRP
835
Summit Wealth & Retirement Planning
California
$1.64M
IC
836
Investment Counsel
Michigan
$1.64M -$61.9K -471 -4%
CL
837
Choreo LLC
Illinois
$1.63M -$15.6K -119 -1%
PFS
838
Prospera Financial Services
Texas
$1.63M -$45.5K -346 -3%
VNB
839
Virginia National Bank
Virginia
$1.63M
Massachusetts Financial Services
840
Massachusetts Financial Services
Massachusetts
$1.62M +$40.6K +309 +3%
KIA
841
KCM Investment Advisors
California
$1.62M -$62.7K -477 -4%
WB
842
Webster Bank
Connecticut
$1.62M -$159K -1,208 -9%
TFA
843
Toth Financial Advisory
Virginia
$1.62M +$458K +3,490 +40%
BMA
844
Brooks Moore & Associates
Tennessee
$1.61M +$2.76K +21 +0.2%
HVIA
845
Hudson Valley Investment Advisors
New York
$1.61M -$3.42K -26 -0.2%
SC
846
Schulhoff & Co
Ohio
$1.61M
LWCFA
847
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.6M -$80.1K -610 -5%
ACM
848
Alta Capital Management
Utah
$1.6M +$53.2K +405 +3%
LJAC
849
L.J. Altfest & Co
New York
$1.6M -$255K -1,942 -14%
WOC
850
West Oak Capital
California
$1.6M +$42.7K +325 +3%

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.