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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
OAM
851
Ostrum Asset Management
France
$1.6M
MSR
852
Main Street Research
Connecticut
$1.6M +$20K +152 +1%
JIC
853
Joel Isaacson & Co
New York
$1.59M +$74.1K +564 +5%
AAS
854
Avantax Advisory Services
Texas
$1.59M +$173K +1,320 +12%
ECM
855
ExodusPoint Capital Management
New York
$1.59M +$1.24M +9,474 +371%
MRCM
856
M&R Capital Management
New Jersey
$1.58M -$32.6K -248 -2%
TCM
857
Twin Capital Management
Pennsylvania
$1.58M -$1.32M -10,073 -46%
CEP
858
Chicago Equity Partners
Illinois
$1.58M
GP
859
Greenline Partners
New York
$1.57M
RMCM
860
Reynders McVeigh Capital Management
Massachusetts
$1.57M -$487K -3,704 -24%
REMPR
861
Roof Eidam Maycock Peralta (REMP)
California
$1.57M
ACS
862
Archford Capital Strategies
Illinois
$1.56M +$3.94K +30 +0.3%
SIG
863
Sargent Investment Group
Maryland
$1.56M -$302K -2,301 -16%
VIA
864
Vident Investment Advisory
Georgia
$1.56M +$3.81K +29 +0.2%
PWPCM
865
Perella Weinberg Partners Capital Management
New York
$1.55M -$6.77M -51,554 -81%
SBL
866
Sargent Bickham Lagudis
Colorado
$1.54M -$67.7K -515 -4%
Credit Agricole
867
Credit Agricole
France
$1.54M
CFA
868
Carroll Financial Associates
North Carolina
$1.54M +$223K +1,696 +17%
FNBTCON
869
First National Bank & Trust Co of Newtown
Pennsylvania
$1.54M -$9.06K -69 -0.6%
EF
870
Exeter Financial
Arizona
$1.52M +$5.91K +45 +0.4%
OPTFSNA
871
Old Point Trust & Financial Services N A
Virginia
$1.52M
IAA
872
Independent Advisor Alliance
North Carolina
$1.51M -$4.07K -31 -0.3%
BJL
873
Brighton Jones LLC
Washington
$1.51M -$122K -928 -8%
CCT
874
Capital City Trust
Florida
$1.5M +$3.42K +26 +0.2%
AAM
875
Augustine Asset Management
Florida
$1.5M -$131 -1 -0%

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.