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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
LCP
1501
Legacy Capital Partners
Wisconsin
$383K -$75.5K -575 -17%
CCM
1502
Chilton Capital Management
Texas
$383K -$52.8K -402 -12%
TC
1503
Trust Company
Kansas
$382K -$6.96K -53 -2%
PWM
1504
Paulson Wealth Management
Illinois
$382K +$1.97K +15 +0.6%
BOTW
1505
Bank of the West
California
$380K +$16.3K +124 +4%
FWP
1506
FAS Wealth Partners
Kansas
$380K +$16.7K +127 +5%
ER
1507
Enlightenment Research
Florida
$379K +$371K +2,824 New
WRF
1508
Waddell & Reed Financial
Kansas
$378K +$3.28K +25 +0.9%
IAS
1509
IMA Advisory Services
Colorado
$376K
MIA
1510
MainStreet Investment Advisors
Illinois
$376K +$374K +2,850 New
SFM
1511
Signet Financial Management
New Jersey
$374K +$131 +1 +0%
GGI
1512
Godsey & Gibb Inc
Virginia
$373K +$64.2K +489 +21%
RCM
1513
RNC Capital Management
California
$373K +$76.7K +584 +26%
Eagle Capital Management (New York)
1514
Eagle Capital Management (New York)
New York
$372K
SA
1515
Strategic Advisors
New York
$371K -$2.63K -20 -0.7%
CCB
1516
Cutter & Co Brokerage
Missouri
$371K +$48.9K +372 +15%
LIA
1517
LBMC Investment Advisors
Tennessee
$370K +$19.2K +146 +5%
MPIA
1518
Mountain Pacific Investment Advisers
Idaho
$369K
CPIG
1519
Chicago Partners Investment Group
Illinois
$369K +$5.12K +39 +2%
UF
1520
Univest Financial
Pennsylvania
$368K -$3.02K -23 -0.8%
BA
1521
Birinyi Associates
Connecticut
$367K -$34.4K -262 -9%
TF
1522
TimeScale Financial
Massachusetts
$366K +$131 +1 +0%
CFG
1523
CMC Financial Group
Georgia
$366K +$3.55K +27 +1%
WCM
1524
Windsor Capital Management
Arizona
$364K +$17.2K +131 +5%
LC
1525
Lindbrook Capital
California
$364K +$204K +1,551 +128%

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.