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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
MIP
1151
Marietta Investment Partners
Wisconsin
$770K -$13.8K -105 -2%
RPC
1152
Rossmore Private Capital
Connecticut
$765K
CGL
1153
Clarius Group LLC
Washington
$763K +$203K +1,549 +37%
CC
1154
Cypress Capital
Tennessee
$762K +$30.1K +229 +4%
MA
1155
Mutual Advisors
Nebraska
$762K +$237K +1,806 +45%
CCMG
1156
Clark Capital Management Group
Pennsylvania
$761K +$5.78K +44 +0.8%
LIM
1157
Loudon Investment Management
New Hampshire
$760K -$46K -350 -6%
GSBTD
1158
Glenview State Bank Trust Department
Illinois
$760K
MYLI
1159
Meiji Yasuda Life Insurance
Japan
$760K +$91.3K +695 +14%
BEC
1160
Blue Edge Capital
Virginia
$758K
EGA
1161
E&G Advisors
Texas
$758K
ECG
1162
Edge Capital Group
Georgia
$758K +$48.1K +366 +7%
HWA
1163
HCR Wealth Advisors
California
$757K -$2.65M -20,193 -78%
SWM
1164
Stockman Wealth Management
Montana
$757K -$102K -780 -12%
QPWM
1165
Quadrant Private Wealth Management
Pennsylvania
$756K
ATFA
1166
All Terrain Financial Advisors
Minnesota
$756K +$550K +4,184 +270%
P
1167
Pitcairn
Pennsylvania
$755K +$178K +1,354 +31%
BRC
1168
Bell Rock Capital
Delaware
$752K -$167K -1,271 -18%
WBC
1169
West Branch Capital
Massachusetts
$750K +$250K +1,904 +50%
TWM
1170
Titus Wealth Management
California
$749K -$4.47K -34 -0.6%
IC
1171
Inverness Counsel
New York
$748K -$104K -794 -12%
TAM
1172
Trillium Asset Management
Massachusetts
$747K -$30.5K -232 -4%
AFM
1173
Abbot Financial Management
Massachusetts
$743K -$13.7K -104 -2%
WCA
1174
Windsor Creek Advisors
Vermont
$742K -$62.3K -474 -8%
EP
1175
Edgestream Partners
New Jersey
$742K +$543K +4,134 +276%

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.