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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
RM
1326
Resource Management
Louisiana
$558K +$127K +963 +29%
CCA
1327
Catalyst Capital Advisors
New York
$557K
BWP
1328
BSW Wealth Partners
Colorado
$557K +$8.54K +65 +2%
SHGA
1329
Sand Hill Global Advisors
California
$555K -$110K -838 -17%
ACA
1330
Aptus Capital Advisors
Alabama
$555K +$6.31K +48 +1%
BOS
1331
Bingham Osborn & Scarborough
California
$551K -$1.31K -10 -0.2%
DAM
1332
Diamant Asset Management
Connecticut
$550K
ACM
1333
Allred Capital Management
Texas
$550K +$657 +5 +0.1%
BWM
1334
Baystate Wealth Management
Massachusetts
$550K +$11.2K +85 +2%
Group One Trading
1335
Group One Trading
Illinois
$548K -$523K -3,982 -49%
HWA
1336
Heritage Wealth Advisors
Virginia
$547K
CWG
1337
Cornerstone Wealth Group
North Carolina
$547K -$13K -99 -2%
GIA
1338
Gladstone Institutional Advisory
Florida
$547K +$112K +851 +26%
BOH
1339
Bank of Hawaii
Hawaii
$545K -$202K -1,534 -27%
KP
1340
Keel Point
Alabama
$545K -$15.6K -119 -3%
EM
1341
Emancipation Management
New York
$544K
CHA
1342
Carmichael Hill & Associates
Maryland
$544K +$920 +7 +0.2%
BIAS
1343
Beacon Investment Advisory Services
New Jersey
$544K +$63.8K +486 +13%
WA
1344
WBH Advisory
Maryland
$542K -$114K -869 -17%
RIA
1345
Regal Investment Advisors
Michigan
$542K +$223K +1,695 +70%
PCA
1346
Peddock Capital Advisors
Massachusetts
$541K +$195K +1,484 +57%
HIM
1347
Hotaling Investment Management
Pennsylvania
$540K -$103K -785 -16%
MIM
1348
Moseley Investment Management
Florida
$540K +$19.4K +148 +4%
GAM
1349
Gemmer Asset Management
California
$537K -$110K -834 -17%
NB
1350
Nicolet Bankshares
Wisconsin
$537K -$1.97K -15 -0.4%

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.