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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
CIP
1276
Cornerstone Investment Partners
Georgia
$625K
GVAG
1277
Great Valley Advisor Group
Delaware
$625K +$161K +1,228 +35%
MCM
1278
Maryland Capital Management
Maryland
$624K -$22.1K -168 -3%
BW
1279
Bison Wealth
Georgia
$623K -$26K -198 -4%
LWANC
1280
Laurel Wealth Advisors (North Carolina)
North Carolina
$620K
FSC
1281
Full Sail Capital
Oklahoma
$618K -$9.2K -70 -1%
BRM
1282
Boston Research & Management
Massachusetts
$618K +$63.8K +486 +12%
Fiera Capital (Canada)
1283
Fiera Capital (Canada)
Quebec, Canada
$617K -$205K -1,558 -25%
BFG
1284
Beacon Financial Group
Texas
$614K -$12K -91 -2%
RAM
1285
Redmond Asset Management
Virginia
$613K +$8.14K +62 +1%
IP
1286
Investment Partners
Ohio
$611K -$13.1K -100 -2%
JWBC
1287
John W. Bristol & Co
New York
$611K
IBOK
1288
Independence Bank of Kentucky
Kentucky
$611K +$94.2K +717 +18%
CCM
1289
Coldstream Capital Management
Washington
$607K +$113K +860 +23%
CM
1290
Capula Management
Cayman Islands
$607K +$605K +4,602 New
TC
1291
Telemus Capital
Michigan
$605K -$27.3K -208 -4%
AI
1292
Accredited Investors
Minnesota
$602K
SFG
1293
SevenBridge Financial Group
Pennsylvania
$602K +$128K +972 +27%
FCCM
1294
First City Capital Management
Georgia
$598K -$2.1K -16 -0.4%
AIA
1295
Armor Investment Advisors
North Carolina
$597K
FI
1296
FormulaFolio Investments
Michigan
$594K -$37.7K -287 -6%
CFA
1297
Cahill Financial Advisors
Minnesota
$593K +$166K +1,267 +39%
PWP
1298
Principle Wealth Partners
Connecticut
$593K +$197K +1,498 +50%
DMK
1299
David M. Knott
$591K
CAG
1300
Csenge Advisory Group
Florida
$591K +$24K +183 +4%

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.