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
PAS
1426
Partnervest Advisory Services
California
$452K -$8.93K -68 -2%
GSWM
1427
Golden State Wealth Management
California
$451K -$4.07K -31 -0.9%
PI
1428
Parkside Investments
Illinois
$451K
RC
1429
Reik & Co
New York
$451K
AWM
1430
Altavista Wealth Management
North Carolina
$449K +$68.7K +523 +18%
QT
1431
Quantamental Technologies
New York
$446K +$282K +2,143 +172%
DT
1432
Diversified Trust
Tennessee
$445K -$41.9K -319 -9%
SG
1433
StoneX Group
New York
$445K +$50.6K +385 +13%
FMB
1434
Field & Main Bank
Kentucky
$445K +$60.4K +460 +16%
SOAMC
1435
Spirit of America Management Corp
New York
$442K
FC
1436
Fairpointe Capital
Illinois
$441K
WA
1437
Waverly Advisors
Alabama
$441K +$788 +6 +0.2%
BWM
1438
Buckley Wealth Management
Nevada
$440K -$47.7K -363 -10%
FIM
1439
Fruth Investment Management
Texas
$439K -$13.7K -104 -3%
PCM
1440
Palisade Capital Management
New Jersey
$437K
HA
1441
Hamel Associates
New Jersey
$437K +$19.3K +147 +5%
WA
1442
Wambolt & Associates
Colorado
$437K +$74.5K +567 +21%
MTC
1443
McDaniel Terry & Co
Texas
$436K -$46.8K -356 -10%
TYCC
1444
Texas Yale Capital Corp
Florida
$435K -$438K -3,337 -50%
BCM
1445
Boltwood Capital Management
California
$435K
PAM
1446
Peak Asset Management
Colorado
$435K
CC
1447
Capital Counsel
New York
$434K
OCM
1448
One Capital Management
California
$434K +$40.2K +306 +10%
WA1
1449
Wimmer Associates 1
California
$428K +$131 +1 +0%
IC
1450
Intersect Capital
California
$428K +$263 +2 +0.1%

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.