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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
BPC
901
Banque Pictet & Cie
Switzerland
$1.41M -$45.3K -345 -3%
CIM
902
CIM Investment Management
Pennsylvania
$1.41M +$52.9K +403 +4%
AHB
903
Abner Herrman & Brock
New Jersey
$1.41M +$1.41M +10,722 New
GW
904
GW & Wade
Massachusetts
$1.41M +$57.7K +439 +4%
FAIM
905
Financial Advocates Investment Management
Washington
$1.41M -$37.6K -286 -3%
HFM
906
Hartford Financial Management
Connecticut
$1.41M +$131 +1 +0%
AF
907
Allworth Financial
California
$1.4M -$107K -817 -7%
RHAM
908
Round Hill Asset Management
California
$1.39M -$133K -1,011 -9%
BG
909
Bahl & Gaynor
Ohio
$1.39M -$229K -1,744 -14%
ICOM
910
Investment Counselors of Maryland
Maryland
$1.39M
QIM
911
Quest Investment Management
Oregon
$1.38M
ETI
912
Enterprise Trust & Investment
California
$1.38M +$1.37M +10,460 New
GIA
913
GHP Investment Advisors
Colorado
$1.37M +$60.8K +463 +5%
SGCA
914
Steel Grove Capital Advisors
Tennessee
$1.37M +$31K +236 +2%
JIP
915
Jaffetilchin Investment Partners
Florida
$1.37M +$7.36K +56 +0.5%
KFP
916
KMG Fiduciary Partners
Ohio
$1.36M +$85.7K +652 +7%
HFBOT
917
Home Federal Bank of Tennessee
Tennessee
$1.36M -$10.2K -78 -0.7%
BBNA
918
Bremer Bank National Association
Minnesota
$1.36M +$7.22K +55 +0.5%
AF
919
Arrow Financial
New York
$1.36M -$7.22K -55 -0.5%
IFWM
920
Institute for Wealth Management
Colorado
$1.36M +$307K +2,339 +29%
JHCP
921
Jackson Hole Capital Partners
Oklahoma
$1.35M +$149K +1,133 +12%
KPW
922
Kore Private Wealth
New York
$1.35M +$11.8K +90 +0.9%
IC
923
InterOcean Capital
Illinois
$1.35M +$191K +1,452 +17%
BIA
924
Bigelow Investment Advisors
Maine
$1.35M -$237K -1,805 -15%
RMDI
925
R.M. Davis Inc
Maine
$1.34M -$69.1K -526 -5%

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.