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
CWM
1301
Chesapeake Wealth Management
Virginia
$589K -$61.7K -470 -10%
BSB
1302
Bangor Savings Bank
Maine
$587K -$367K -2,797 -39%
VA
1303
Valmark Advisers
Ohio
$587K -$4.73K -36 -0.8%
TCM
1304
Telos Capital Management
California
$585K
TIM
1305
Tortoise Investment Management
New York
$582K
NIM
1306
Northeast Investment Management
Massachusetts
$578K +$268K +2,040 +87%
BOS
1307
Bank of Stockton
California
$577K -$25.6K -195 -4%
TNB
1308
Thomasville National Bank
Georgia
$577K +$37.3K +284 +7%
RAM
1309
Roanoke Asset Management
New Jersey
$576K +$50.2K +382 +10%
HCP
1310
Holt Capital Partners
Texas
$575K
KA
1311
Kovack Advisors
Florida
$574K -$64.8K -493 -10%
MFP
1312
Meridian Financial Partners
Virginia
$574K +$6.83K +52 +1%
FFG
1313
Fortem Financial Group
California
$573K +$20.6K +157 +4%
CCM
1314
Crossvault Capital Management
Texas
$571K -$289K -2,198 -34%
HT
1315
Heritage Trust
Oklahoma
$569K -$50.4K -384 -8%
IAMOG
1316
Investors Asset Management of Georgia
Georgia
$569K +$21.3K +162 +4%
SCP
1317
Sandhill Capital Partners
New York
$567K +$45.3K +345 +9%
SAM
1318
SignalPoint Asset Management
Missouri
$566K +$27.3K +208 +5%
CWS
1319
Cypress Wealth Services
California
$565K -$20.9K -159 -4%
COI
1320
Capital One Investing
Virginia
$565K +$182K +1,389 +48%
VCM
1321
Virtue Capital Management
Tennessee
$564K +$298K +2,269 +113%
FNC
1322
First National Corp
Massachusetts
$561K -$117K -890 -17%
Verition Fund Management
1323
Verition Fund Management
Connecticut
$561K +$559K +4,253 New
AIC
1324
Archer Investment Corporation
Indiana
$560K
MFG
1325
Magnus Financial Group
New York
$560K +$39.9K +304 +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.