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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
VNA
1376
Valley National Advisers
Pennsylvania
$513K +$23.3K +177 +5%
MIFH
1377
Migdal Insurance & Financial Holdings
Israel
$513K +$31.9K +243 +7%
LB
1378
Landmark Bank
Missouri
$511K +$17.6K +134 +4%
BCM
1379
Becker Capital Management
Oregon
$511K +$50.8K +387 +11%
CRC
1380
Curi RMB Capital
Illinois
$508K -$462K -3,520 -48%
ODCM
1381
Old Dominion Capital Management
Virginia
$508K
AIM
1382
Acropolis Investment Management
Missouri
$507K -$15.4K -117 -3%
JPLA
1383
Joseph P. Lucia & Associates
New York
$506K -$7.67M -58,401 -94%
AIP
1384
Almanack Investment Partners
Pennsylvania
$505K +$2.89K +22 +0.6%
JA
1385
JOYN Advisors
Georgia
$503K +$172K +1,306 +54%
SCM
1386
Smith Capital Management
Arkansas
$502K -$19.2K -146 -4%
MCWS
1387
McKinley Carter Wealth Services
West Virginia
$502K -$10.1K -77 -2%
SC
1388
SRB Corp
Massachusetts
$501K -$219K -1,668 -31%
CA
1389
Claro Advisors
Massachusetts
$501K +$8.54K +65 +2%
SWA
1390
SFMG Wealth Advisors
Texas
$500K -$101K -771 -18%
Jones Financial Companies
1391
Jones Financial Companies
Missouri
$499K -$71.5K -544 -13%
FPFS
1392
First Personal Financial Services
North Carolina
$499K +$1.97K +15 +0.4%
UBV
1393
United Bank (Virginia)
Virginia
$499K +$275K +2,092 +124%
RIG
1394
Roosevelt Investment Group
New York
$497K +$6.83K +52 +1%
NG
1395
Northstar Group
New York
$496K -$14.7K -112 -3%
AAM
1396
Ascension Asset Management
New York
$496K
FPS
1397
Fieldpoint Private Securities
Connecticut
$495K -$13.4K -102 -3%
LWM
1398
Liberty Wealth Management
California
$494K +$405K +3,080 +460%
TI
1399
Trexquant Investment
Connecticut
$490K +$488K +3,715 New
PWM
1400
Perigon Wealth Management
California
$490K +$488K +3,716 New

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.