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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
SMH
1201
Sanders Morris Harris
Texas
$701K +$206K +1,569 +42%
PC
1202
Port Capital
Illinois
$699K
WWM
1203
Windsor Wealth Management
Indiana
$699K +$113K +863 +20%
FAN
1204
Financial Advisors Network
California
$697K +$127K +969 +23%
MCM
1205
Maple Capital Management
Vermont
$696K +$145K +1,105 +26%
YIA
1206
YHB Investment Advisors
Connecticut
$695K -$30.2K -230 -4%
WMA
1207
Wealth Management Associates
New Jersey
$695K -$9.2K -70 -1%
DJSG
1208
D.J. St. Germain
Massachusetts
$693K -$26.1K -199 -4%
AWCI
1209
Alpine Woods Capital Investors
New York
$691K -$41.3K -314 -6%
BOC
1210
Barbara Oil Co
Illinois
$690K
BCM
1211
Bienville Capital Management
New York
$690K
MIC
1212
Means Investment Company
Maine
$688K -$97.1K -739 -13%
CA
1213
Calton & Associates
Florida
$687K -$326K -2,478 -32%
BHC
1214
Bowen Hanes & Co
Florida
$687K -$227K -1,726 -25%
QCG
1215
Quadrant Capital Group
Ohio
$686K -$79.7K -607 -10%
AC
1216
Alexandria Capital
Virginia
$686K
BWA
1217
Burt Wealth Advisors
Maryland
$685K +$657 +5 +0.1%
CBFP
1218
Cedar Brook Financial Partners
Ohio
$684K +$6.44K +49 +1%
IWC
1219
Integrated Wealth Concepts
Massachusetts
$684K +$98.8K +752 +17%
KTC
1220
Kistler-Tiffany Companies
Pennsylvania
$682K
LMAM
1221
Legg Mason Asset Management
Japan
$682K +$46.8K +356 +7%
CB
1222
CNB Bank
Pennsylvania
$681K -$39.3K -299 -5%
CCT
1223
Chemung Canal Trust
New York
$681K -$25.6K -195 -4%
LA
1224
Lau Associates
Delaware
$680K -$525 -4 -0.1%
EFSCE
1225
Enterprise Financial Services Corp (EFSC)
Missouri
$679K -$215K -1,637 -24%

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.