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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
CIC
1176
Cornercap Investment Counsel
Georgia
$737K -$8.14K -62 -1%
PFM
1177
Parsec Financial Management
North Carolina
$736K -$28.4K -216 -4%
W
1178
Wealthquest
Ohio
$735K
AI
1179
Atria Investments
North Carolina
$733K -$163K -1,243 -18%
CFS
1180
CRA Financial Services
New Jersey
$733K -$52K -396 -7%
CAM
1181
Cidel Asset Management
Ontario, Canada
$732K
GIA
1182
Gargoyle Investment Advisor
New Jersey
$728K
PMFA
1183
Plante Moran Financial Advisors
Michigan
$727K -$73.6K -560 -9%
OIA
1184
Optimum Investment Advisors
Illinois
$724K -$12.1K -92 -2%
WC
1185
Westhampton Capital
North Carolina
$724K +$721K +5,490 New
ACI
1186
Alpha Cubed Investments
California
$721K +$131 +1 +0%
TW
1187
TrinityPoint Wealth
Connecticut
$719K +$3.55K +27 +0.5%
PFO
1188
Pathstone Family Office
New Jersey
$719K +$94.6K +720 +15%
IIC
1189
Integrated Investment Consultants
Michigan
$717K +$18.5K +141 +3%
TIA
1190
Tiemann Investment Advisors
California
$714K +$263 +2 +0%
MHIM
1191
MacNealy Hoover Investment Management
Ohio
$713K -$688K -5,237 -49%
LIC
1192
Lodestar Investment Counsel
Illinois
$713K
9WM
1193
9258 Wealth Management
Ohio
$713K +$20.6K +157 +3%
ECM
1194
ETrade Capital Management
Virginia
$712K -$225K -1,710 -24%
NAM
1195
NorthCoast Asset Management
Connecticut
$711K +$437K +3,324 +161%
THWM
1196
Taylor Hoffman Wealth Management
Virginia
$710K
EWM
1197
Evermay Wealth Management
Virginia
$709K -$134K -1,022 -16%
MMHP
1198
Murphy Middleton Hinkle & Parker
Georgia
$709K -$30.1K -229 -4%
CA
1199
Cornerstone Advisory
Maryland
$708K +$657 +5 +0.1%
OLA
1200
Oliver Luxxe Assets
New Jersey
$701K -$13.8K -105 -2%

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.