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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
BFM
1076
Boston Financial Management
Massachusetts
$914K -$28.5K -217 -3%
1WA
1077
180 Wealth Advisors
Washington
$914K -$5.91K -45 -0.7%
NFG
1078
Nations Financial Group
Iowa
$913K -$88.2K -671 -9%
BPWA
1079
Beacon Pointe Wealth Advisors
California
$908K -$1.45K -11 -0.2%
PTC
1080
Private Trust Company
Ohio
$904K -$40.6K -309 -4%
SB
1081
Simmons Bank
Arkansas
$902K -$8.93K -68 -1%
PA
1082
Parallel Advisors
California
$898K +$10.4K +79 +1%
QT
1083
Quantbot Technologies
New York
$898K +$896K +6,817 New
FMT
1084
First Mercantile Trust
Tennessee
$896K +$1.18K +9 +0.1%
VCAM
1085
Van Cleef Asset Management
Ohio
$895K
FLPIM
1086
F.L. Putnam Investment Management
Massachusetts
$895K +$27.9K +212 +3%
LAM
1087
Lingohr Asset Management
Germany
$894K -$234K -1,778 -21%
MAA
1088
Mraz Amerine & Associates
California
$894K -$90.4K -688 -9%
UCI
1089
Uncommon Cents Investing
Wisconsin
$892K -$17.9K -136 -2%
BSA
1090
Braun Stacey Associates
New York
$889K +$10.4K +79 +1%
ITIM
1091
Indiana Trust & Investment Management
Indiana
$886K -$98K -746 -10%
HBT
1092
Hills Bank & Trust
Iowa
$886K +$62K +472 +8%
MVA
1093
Mount Vernon Associates
Maryland
$883K -$41.1K -313 -4%
SFG
1094
SNS Financial Group
Minnesota
$882K +$32.7K +249 +4%
ACM
1095
AlphaStar Capital Management
North Carolina
$882K +$214K +1,626 +32%
QCMC
1096
Quantum Capital Management (California)
California
$880K +$4.6K +35 +0.5%
CFMC
1097
Curbstone Financial Management Corp
New Hampshire
$874K -$27.6K -210 -3%
MGIA
1098
Moneta Group Investment Advisors
Missouri
$874K -$4.47K -34 -0.5%
SC
1099
SouthState Corp
Florida
$868K -$7.36K -56 -0.8%
PB
1100
Pinnacle Bancorp
Nebraska
$867K

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.