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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
PCM
1026
Penserra Capital Management
California
$1.04M +$543K +4,133 +109%
MCM
1027
Manchester Capital Management
Vermont
$1.04M +$11K +84 +1%
WKWM
1028
Walter & Keenan Wealth Management
Indiana
$1.04M +$13.7K +104 +1%
SS
1029
Simplicity Solutions
Minnesota
$1.04M -$2.7M -20,556 -72%
PCAP
1030
Pratt Collard Advisory Partners
New York
$1.03M -$45.3K -345 -4%
MWM
1031
Mission Wealth Management
California
$1.03M -$152K -1,156 -13%
CPC
1032
Congress Park Capital
New York
$1.03M -$811K -6,177 -46%
RIA
1033
Realta Investment Advisors
Delaware
$1.03M +$63.2K +481 +7%
WC
1034
Woodstock Corp
Massachusetts
$1.03M -$42.3K -322 -4%
CCP
1035
Corient Capital Partners
California
$1.02M +$32.3K +246 +3%
NNP
1036
Nachman Norwood & Parrott
South Carolina
$1.02M +$74.2K +565 +8%
WP
1037
WMS Partners
Maryland
$1.02M -$44.3K -337 -4%
AFP
1038
Ausdal Financial Partners
Iowa
$1.02M +$58.9K +448 +7%
Lido Advisors
1039
Lido Advisors
California
$1.02M -$124K -942 -11%
SCM
1040
SOL Capital Management
Maryland
$1.02M -$51.5K -392 -5%
PP
1041
Patten & Patten
Tennessee
$1.02M +$21.3K +162 +2%
RWP
1042
RWA Wealth Partners
Massachusetts
$1.02M +$5.65K +43 +0.6%
SCP
1043
Stamos Capital Partners
California
$1.01M -$522K -3,975 -35%
CIC
1044
Carnegie Investment Counsel
Ohio
$1M -$122K -929 -11%
LCOV
1045
London Company of Virginia
Virginia
$1M
MIC
1046
Meridian Investment Counsel
California
$1M
WEC
1047
Winslow Evans & Crocker
Massachusetts
$1M +$198K +1,505 +25%
BO
1048
BRR OpCo
Ohio
$1M -$46.4K -353 -4%
WCM
1049
Weld Capital Management
New York
$997K +$993K +7,562 New
PWW
1050
Pettyjohn Wood & White
Virginia
$993K +$54.9K +418 +6%

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.