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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
FFA
1226
First Foundation Advisors
California
$678K +$13.8K +105 +2%
DWM
1227
Destination Wealth Management
California
$676K -$41K -312 -6%
SFI
1228
SPC Financial Inc
Maryland
$675K +$61.7K +470 +10%
TCOT
1229
Trust Company of Toledo
Ohio
$674K -$263 -2 -0%
FFN
1230
Focus Financial Network
Minnesota
$672K -$11.3K -86 -2%
VCM
1231
Vigilant Capital Management
Maine
$672K -$3.28K -25 -0.5%
WC
1232
Whitney & Co
New York
$671K -$69.1K -526 -9%
KFS
1233
Kurt F. Somerville
$670K -$3.42K -26 -0.5%
CWM
1234
Cornerstone Wealth Management
Missouri
$670K +$46.6K +355 +8%
KMWM
1235
Keudell/Morrison Wealth Management
Oregon
$667K
BCP
1236
Berkeley Capital Partners
Georgia
$666K -$50.8K -387 -7%
FCB
1237
First Command Bank
Texas
$666K -$24.8K -189 -4%
FCFS
1238
First Command Financial Services
Texas
$666K -$24.8K -189 -4%
ANRIA
1239
American National Registered Investment Advisor
Texas
$665K
DAM
1240
Doheny Asset Management
California
$665K
GBT
1241
Grove Bank & Trust
Florida
$665K
KWM
1242
Kingsview Wealth Management
Oregon
$665K +$160K +1,221 +32%
GAM
1243
GQ Asset Management
New York
$664K +$215K +1,638 +48%
SWMG
1244
Strategic Wealth Management Group
Maryland
$663K -$9.06K -69 -1%
CCG
1245
Ceeto Capital Group
Florida
$662K
IUHSA
1246
Itau Unibanco Holding S.A.
Brazil
$662K +$552K +4,201 +512%
FIM
1247
Frontier Investment Management
Texas
$661K -$134K -1,019 -17%
AC
1248
Abbrea Capital
California
$661K +$423K +3,219 +180%
ZAM
1249
Zevin Asset Management
Massachusetts
$659K
FMWA
1250
Forvis Mazars Wealth Advisors
Missouri
$656K -$57.3K -436 -8%

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.