We are live on ! Find out more

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
SCA
1251
SMH Capital Advisors
Texas
$656K
HIC
1252
Harvey Investment Company
Kentucky
$655K
11A
1253
10-15 Associates
New York
$651K -$10.5K -80 -2%
CPA
1254
Court Place Advisors
Maryland
$651K +$6.83K +52 +1%
CPA
1255
Cowen Prime Advisors
New York
$650K
GLLW
1256
Graves Light Lenhart Wealth
Virginia
$649K +$164K +1,252 +34%
AIA
1257
AGF Investments America
Ontario, Canada
$648K +$11.6K +88 +2%
HS
1258
HighVista Strategies
Massachusetts
$648K +$110K +837 +21%
CFD
1259
Creative Financial Designs
Indiana
$647K +$138K +1,053 +28%
AF
1260
Affiance Financial
Minnesota
$646K
EWM
1261
Endurance Wealth Management
Rhode Island
$646K
Koshinski Asset Management
1262
Koshinski Asset Management
Illinois
$645K +$32.4K +247 +5%
MMG
1263
Monetary Management Group
Missouri
$642K -$79.1K -602 -11%
MAM
1264
Mastrapasqua Asset Management
Tennessee
$639K -$4.86K -37 -0.8%
OC
1265
Oarsman Capital
Wisconsin
$636K -$33.6K -256 -5%
JGIA
1266
Jackson Grant Investment Advisers
Connecticut
$636K +$920 +7 +0.1%
RWA
1267
River Wealth Advisors
Pennsylvania
$636K +$634K +4,827 New
IWM
1268
IHT Wealth Management
Illinois
$635K +$59.8K +455 +10%
TFS
1269
TrustCore Financial Services
Tennessee
$631K +$357K +2,718 +132%
Loomis, Sayles & Company
1270
Loomis, Sayles & Company
Massachusetts
$631K +$629K +4,790 New
BMC
1271
Benin Management Corp
Connecticut
$629K -$68.7K -523 -10%
HCM
1272
Hutchinson Capital Management
California
$629K +$327K +2,492 +109%
BO
1273
Bank OZK
Arkansas
$628K -$34.3K -261 -5%
WP
1274
WealthSource Partners
California
$628K +$163K +1,237 +35%
CIAS
1275
Capital Investment Advisory Services
North Carolina
$627K -$198K -1,508 -26%

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.