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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
GIA
126
Gateway Investment Advisers
Ohio
$61.2M -$7M -53,298 -10%
SG Americas Securities
127
SG Americas Securities
New York
$61M +$24.3M +184,816 +67%
RPI
128
Railway Pension Investments
United Kingdom
$60M +$753K +5,733 +1%
SLAM
129
Swiss Life Asset Management
$59.2M +$7.67M +58,420 +15%
MSE
130
MUFG Securities EMEA
United Kingdom
$59.2M -$11.3M -86,219 -16%
HighTower Advisors
131
HighTower Advisors
Illinois
$59.2M +$3.43M +26,087 +6%
SO
132
STRS Ohio
Ohio
$58.4M -$1.41M -10,743 -2%
ACI
133
AMP Capital Investors
Australia
$57.5M -$1.77M -13,508 -3%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$57M -$117K -893 -0.2%
TH
135
TCTC Holdings
Texas
$56.1M -$329K -2,506 -0.6%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$53.4M -$19.6M -149,489 -27%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$52.3M -$4.93M -37,552 -9%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$52M +$48.1M +365,771 +1,275%
CWM
139
CIBC World Markets
New York
$51.3M +$8.84M +67,297 +21%
MSL
140
Mackay Shields LLC
New York
$50M -$721K -5,485 -1%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$49.2M -$1.15M -8,783 -2%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$49.2M -$872K -6,641 -2%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$48.3M +$5.35M +40,745 +13%
MHC
144
Meyer Handelman Company
New York
$47.7M -$605K -4,603 -1%
Victory Capital Management
145
Victory Capital Management
Texas
$46.9M +$31.7M +241,530 +211%
First Manhattan
146
First Manhattan
New York
$46.8M -$2.14M -16,268 -4%
UCFA
147
United Capital Financial Advisors
Texas
$46M +$2.13M +16,179 +5%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$45.9M +$3.48M +26,460 +8%
Aviva
149
Aviva
United Kingdom
$45.4M -$2.54M -19,346 -5%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$44.8M +$279K +2,120 +0.6%

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.