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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
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$78.5M -$2.64M -20,107 -3%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$78.1M +$12.6M +95,638 +19%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$76.6M +$67M +510,386 +78%
CA
104
Commerzbank Aktiengesellschaft
Germany
$76.5M +$3.72M +28,343 +5%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.3M -$6.08M -46,314 -7%
MAM
106
Martingale Asset Management
Massachusetts
$75.5M +$8.02M +61,086 +12%
M&T Bank
107
M&T Bank
New York
$75.3M -$538K -4,095 -0.7%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$74.7M +$6.6M +50,264 +10%
Asset Management One
109
Asset Management One
Japan
$73M +$3.64M +27,675 +5%
FWIA
110
Fort Washington Investment Advisors
Ohio
$72.1M +$495K +3,769 +0.7%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$69.8M +$1.77M +13,438 +3%
AG
112
Aperio Group
California
$69.1M -$1.17M -8,889 -2%
TG
113
TCW Group
California
$68.8M -$571K -4,348 -0.8%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$68.1M -$65K -495 -0.1%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$66.5M +$24.2M +184,512 +58%
GAM
116
Gotham Asset Management
New York
$65M -$1.69M -12,840 -3%
AL
117
AJO LP
Pennsylvania
$64.5M +$63.8M +485,428 +12,886%
Flossbach Von Storch
118
Flossbach Von Storch
Germany
$64.2M -$1.19M -9,065 -2%
EDRH
119
Edmond de Rothschild Holding
Switzerland
$64.2M -$8.84M -67,309 -12%
PI
120
PineBridge Investments
New York
$63.7M +$6.87M +52,310 +12%
SRIM
121
Saratoga Research & Investment Management
California
$63.6M +$2.5M +19,059 +4%
MSV
122
MN Services Vermogensbeheer
Netherlands
$63.1M -$7.04M -53,555 -10%
PFC
123
Poplar Forest Capital
California
$62.8M -$4.23M -32,190 -6%
CI
124
Cincinnati Insurance
Ohio
$62M
KeyBank National Association
125
KeyBank National Association
Ohio
$62M -$1.29M -9,829 -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.