We are live on ! Find out more

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
CBA
1126
Coastal Bridge Advisors
Connecticut
$817K +$16.6K +126 +2%
SAM
1127
Summit Asset Management
Tennessee
$816K +$394 +3 +0%
IA
1128
Icon Advisers
Colorado
$814K -$1.65M -12,552 -67%
GA
1129
Greytown Advisors
Florida
$807K -$74.5K -567 -8%
AL
1130
Aspiriant LLC
California
$807K -$11K -84 -1%
GLA
1131
Good Life Advisors
Pennsylvania
$805K +$30.2K +230 +4%
SLF
1132
Sun Life Financial
Ontario, Canada
$792K -$883K -6,719 -53%
BAM
1133
Barrett Asset Management
New York
$790K -$10.9K -83 -1%
WA
1134
Wealth Architects
California
$787K -$75.1K -572 -9%
MFW
1135
Meristem Family Wealth
Minnesota
$784K +$38.8K +295 +5%
NAS
1136
Nicolet Advisory Services
Wisconsin
$783K -$1.05K -8 -0.1%
CFA
1137
Capstone Financial Advisors
Illinois
$783K +$61.4K +467 +9%
BAM
1138
Belpointe Asset Management
Nevada
$782K -$65.2K -496 -8%
RMA
1139
Roffman Miller Associates
Pennsylvania
$781K -$101K -772 -12%
SMC
1140
Smith, Moore & Co
Missouri
$780K +$657 +5 +0.1%
BHA
1141
Beech Hill Advisors
New York
$779K -$3.42K -26 -0.4%
PSG
1142
Planning Solutions Group
Maryland
$778K
CM
1143
Cornerstone Management
Georgia
$777K -$26.1K -199 -3%
PV
1144
Private Vista
Illinois
$777K -$48K -365 -6%
GAM
1145
Grandview Asset Management
Pennsylvania
$776K -$18K -137 -2%
DAM
1146
Delta Asset Management
Tennessee
$775K +$75.9K +578 +11%
WPA
1147
Winning Points Advisors
Florida
$773K
WA
1148
Wheatland Advisors
Pennsylvania
$771K -$13.8K -105 -2%
AMG
1149
Asset Management Group
Connecticut
$771K +$5.65K +43 +0.7%
OIA
1150
OneDigital Investment Advisors
Kansas
$771K +$386K +2,935 +101%

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.