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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
PK
1401
Pflug Koory
Nebraska
$487K
TCPWM
1402
Traverso Chambers Private Wealth Management
California
$485K -$17.9K -136 -4%
CS
1403
Comerica Securities
Michigan
$484K +$5.39K +41 +1%
BST
1404
Bath Savings Trust
Maine
$484K +$16.3K +124 +3%
BAMF
1405
BI Asset Management Fondsmaeglerselskab
Denmark
$484K +$483K +3,675 New
SLT
1406
St Louis Trust
Missouri
$483K
KLCM
1407
KG&L Capital Management
Louisiana
$483K +$38.8K +295 +9%
MTIM
1408
Marathon Trading Investment Management
Pennsylvania
$483K +$481K +3,661 New
BWP
1409
Bernardo Wealth Planning
Pennsylvania
$481K -$20.9K -159 -4%
MA
1410
MONECO Advisors
Connecticut
$481K -$8.41K -64 -2%
KWMG
1411
King Wealth Management Group
Florida
$471K +$25K +190 +6%
RA
1412
Rational Advisors
New York
$470K -$171K -1,304 -27%
RIM
1413
Reliant Investment Management
Tennessee
$468K -$265K -2,015 -36%
OFS
1414
Orrstown Financial Services
Pennsylvania
$466K +$296K +2,252 +176%
AW
1415
ACG Wealth
Georgia
$465K +$8.8K +67 +2%
AWM
1416
Avior Wealth Management
Nebraska
$464K +$220K +1,674 +97%
LF
1417
Lantz Financial
Illinois
$462K +$41.8K +318 +10%
SMFS
1418
Squar Milner Financial Services
California
$460K +$35.7K +272 +8%
PA
1419
Planning Alternatives
Michigan
$457K -$21K -160 -4%
OIWM
1420
OptiFour Integrated Wealth Management
Virginia
$457K +$263 +2 +0.1%
NFP
1421
Narus Financial Partners
Utah
$457K +$455K +3,464 New
TIA
1422
Traphagen Investment Advisors
New Jersey
$456K +$57.5K +438 +14%
Tudor Investment Corp
1423
Tudor Investment Corp
Connecticut
$455K -$3.08M -23,423 -87%
AMG
1424
Advisors Management Group
Wisconsin
$455K +$131 +1 +0%
MC
1425
Machina Capital
France
$455K +$454K +3,453 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.