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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
OPCM
976
Osborne Partners Capital Management
California
$1.18M -$54.9K -418 -4%
TSW
977
Thompson Siegel & Walmsley
Virginia
$1.18M -$92.7K -706 -7%
CICI
978
Capital Investment Counsel Inc
North Carolina
$1.18M -$1.11M -8,447 -49%
MM
979
Meridian Management
Arkansas
$1.18M
EWA
980
EP Wealth Advisors
California
$1.18M +$278K +2,114 +31%
GT
981
Greenleaf Trust
Michigan
$1.18M +$64K +487 +6%
GSC
982
G&S Capital
Colorado
$1.17M +$976K +7,433 +521%
PL
983
Perpetual Ltd
Australia
$1.17M
SC
984
Savant Capital
Illinois
$1.16M +$18.7K +142 +2%
DDC
985
DF Dent & Co
Maryland
$1.16M -$143K -1,088 -11%
VFA
986
Valeo Financial Advisors
Indiana
$1.16M +$2.89K +22 +0.3%
BAM
987
Blueshift Asset Management
New Jersey
$1.15M +$1.15M +8,722 New
EM
988
Excalibur Management
Massachusetts
$1.14M +$26.9K +205 +2%
BWA
989
BDO Wealth Advisors
Florida
$1.14M +$214K +1,628 +23%
JWA
990
JFS Wealth Advisors
Pennsylvania
$1.14M +$103K +787 +10%
FG
991
Fiduciary Group
Georgia
$1.13M -$50.7K -386 -4%
FBC
992
Fairfield, Bush & Co
Connecticut
$1.13M +$27.5K +209 +3%
AB
993
Atlas Brown
Kentucky
$1.12M -$3.15K -24 -0.3%
TA
994
TCG Advisors
Texas
$1.12M +$171K +1,303 +19%
FBT
995
First Bankers Trust
Kentucky
$1.12M -$211K -1,608 -16%
NSAM
996
North Star Asset Management
Wisconsin
$1.12M -$56.8K -432 -5%
AP
997
Appleton Partners
Massachusetts
$1.12M +$8.14K +62 +0.7%
BWP
998
Baldwin Wealth Partners
Massachusetts
$1.11M -$20.5K -156 -2%
FWM
999
Frontier Wealth Management
Missouri
$1.11M -$12.5K -95 -1%
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$1.11M +$98.8K +752 +10%

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.