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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
NA
1351
NewEdge Advisors
Louisiana
$537K +$16K +122 +3%
HIM
1352
Hillsdale Investment Management
Ontario, Canada
$537K +$68.7K +523 +15%
GWS
1353
Glassman Wealth Services
Virginia
$535K +$91K +693 +21%
ARMT
1354
Amica Retiree Medical Trust
Rhode Island
$534K
VCM
1355
Vivaldi Capital Management
Illinois
$534K +$532K +4,048 New
PAS
1356
Professional Advisory Services
Florida
$533K +$73.6K +560 +16%
APG
1357
Abacus Planning Group
South Carolina
$532K +$93.4K +711 +21%
CA
1358
Cortland Associates
Missouri
$531K
GCM
1359
Gladius Capital Management
Illinois
$529K -$848K -6,458 -62%
CT
1360
Clearstead Trust
Maine
$529K +$34.2K +260 +7%
Walleye Trading
1361
Walleye Trading
New York
$527K +$525K +3,994 New
H
1362
HoyleCohen
California
$525K
SSG
1363
Summit Securities Group
New York
$524K -$1.04M -7,949 -67%
BCB
1364
Brian C. Broderick
$524K -$3.42K -26 -0.7%
JMFC
1365
J.M. Forbes & Co
Massachusetts
$522K -$8.93K -68 -2%
OMC
1366
Old Mission Capital
Illinois
$522K +$520K +3,962 New
LFA
1367
Legacy Financial Advisors
Kentucky
$520K -$29K -221 -5%
FAM
1368
Formidable Asset Management
Ohio
$520K +$482K +3,671 New
WWM
1369
Western Wealth Management
Colorado
$518K +$1.71K +13 +0.3%
CS
1370
Cannell & Spears
New York
$517K -$68.7K -523 -12%
BCM
1371
BTR Capital Management
California
$517K -$30.1K -229 -6%
CF
1372
Copperwynd Financial
Arizona
$517K +$3.81K +29 +0.7%
BFC
1373
Bedel Financial Consulting
Indiana
$515K +$13K +99 +3%
AAP
1374
Arax Advisory Partners
Colorado
$514K +$512K +3,899 New
GCMG
1375
Gyroscope Capital Management Group
Florida
$513K -$441K -3,357 -47%

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.