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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
CT
1051
Coastline Trust
Rhode Island
$982K -$6.17K -47 -0.6%
CWM
1052
Connecticut Wealth Management
Connecticut
$982K
MMPW
1053
Mitchell McLeod Pugh & Williams
Alabama
$976K +$17.7K +135 +2%
ATC
1054
Adirondack Trust Company
New York
$973K -$13.7K -104 -1%
CFGS
1055
Concourse Financial Group Securities
Alabama
$969K +$115K +877 +14%
BHIA
1056
Birch Hill Investment Advisors
Massachusetts
$968K
BWM
1057
BT Wealth Management
Georgia
$968K +$68.7K +523 +8%
RA
1058
RFG Advisory
Alabama
$965K +$58.1K +442 +6%
BIC
1059
Beach Investment Counsel
Pennsylvania
$961K
BMC
1060
Beaton Management Company
Massachusetts
$960K
IIM
1061
Ironwood Investment Management
Massachusetts
$953K
CCA
1062
Cobblestone Capital Advisors
New York
$949K +$5.52K +42 +0.6%
OAM
1063
Oak Asset Management
California
$948K -$30.7K -234 -3%
JCM
1064
Jag Capital Management
Missouri
$942K +$15.9K +121 +2%
EA
1065
Elm Advisors
California
$941K +$17.2K +131 +2%
BAM
1066
Brave Asset Management
New Jersey
$937K +$171K +1,300 +22%
B
1067
Bellecapital
Switzerland
$936K -$51.8K -394 -5%
GD
1068
Grandfield & Dodd
New York
$936K -$12.5K -95 -1%
IRC
1069
Investors Research Corp
Georgia
$933K -$3.42K -26 -0.4%
IPW
1070
Inlet Private Wealth
Florida
$933K
MCM
1071
Mork Capital Management
California
$924K
TC
1072
Truvestments Capital
Florida
$921K +$181K +1,378 +25%
WC
1073
Whitnell & Co
Illinois
$919K -$14.5K -110 -2%
SNBOSCI
1074
Security National Bank of Sioux City Iowa
Iowa
$918K -$63.2K -481 -6%
PHK
1075
Point72 Hong Kong
Hong Kong
$918K +$915K +6,966 New

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.