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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
MAFM
876
Mid Atlantic Financial Management
Pennsylvania
$1.49M -$53.1K -404 -3%
DE
877
Day & Ennis
Georgia
$1.49M +$233K +1,774 +19%
HI
878
Human Investing
Oregon
$1.48M -$13.4K -102 -0.9%
GIC
879
Gantzert Investment Company
Illinois
$1.48M +$37.8K +288 +3%
WIC
880
Wilkins Investment Counsel
Massachusetts
$1.47M -$23.4K -178 -2%
SFG
881
Summit Financial Group
West Virginia
$1.47M -$32.3K -246 -2%
BMO
882
Beck Mack & Oliver
New York
$1.46M -$55K -419 -4%
ADL
883
Asset Dedication LLC
California
$1.46M +$48.7K +371 +3%
S
884
SignatureFD
Georgia
$1.46M +$67.4K +513 +5%
TBNY
885
Trustco Bank (New York)
New York
$1.45M -$48.1K -366 -3%
MCM
886
MAI Capital Management
Ohio
$1.44M +$62.1K +473 +5%
DWT
887
Dorsey & Whitney Trust
South Dakota
$1.44M -$275K -2,092 -16%
HFA
888
High Falls Advisors
New York
$1.44M +$9.33K +71 +0.7%
CCFCSB
889
Cape Cod Five Cents Savings Bank
Massachusetts
$1.43M -$86.6K -659 -6%
ADBIC
890
A.D. Beadell Investment Counsel
Wisconsin
$1.43M +$263 +2 +0%
NHC
891
Nicholas Hoffman & Company
Georgia
$1.43M +$117K +892 +9%
PP
892
PagnatoKarp Partners
Virginia
$1.43M -$18.3K -139 -1%
GA
893
GFS Advisors
Texas
$1.43M +$18.5K +141 +1%
CAM
894
Chesapeake Asset Management
New York
$1.43M
FSA
895
Franklin Street Advisors
North Carolina
$1.43M -$473K -3,604 -25%
FAB
896
First American Bank
Illinois
$1.43M -$11.4K -87 -0.8%
BAM
897
Berkshire Asset Management
Pennsylvania
$1.42M +$34.5K +263 +3%
OPA
898
Old Port Advisors
Maine
$1.42M +$161K +1,225 +13%
Balyasny Asset Management
899
Balyasny Asset Management
Illinois
$1.42M +$1.41M +10,732 New
CWM
900
Centric Wealth Management
Illinois
$1.41M +$55.3K +421 +4%

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.