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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
GCP
1526
GSA Capital Partners
United Kingdom
$363K +$362K +2,752 New
MF
1527
Manchester Financial
California
$362K
CG
1528
Corundum Group
Colorado
$362K +$1.84K +14 +0.5%
HPWM
1529
Highland Private Wealth Management
Washington
$362K +$38.4K +292 +12%
TI
1530
Truepoint Inc
Ohio
$361K +$92.9K +707 +35%
DIA
1531
Davidson Investment Advisors
Montana
$360K -$11K -84 -3%
FMTC
1532
Farmers & Merchants Trust Company
California
$360K
NIM
1533
NuWave Investment Management
New Jersey
$356K +$352K +2,677 +11,154%
ACA
1534
Atlas Capital Advisors
Wyoming
$355K +$331K +2,516 +1,430%
GPA
1535
Garrison Point Advisors
California
$354K
GLI
1536
Guardian Life Insurance
New York
$354K
CCM
1537
Cribstone Capital Management
Maine
$352K
WDL
1538
Well Done LLC
Michigan
$352K +$25.9K +197 +8%
FA
1539
FCG Advisors
New Jersey
$351K -$4.73K -36 -1%
DAS
1540
Dynamic Advisor Solutions
Arizona
$350K +$106K +806 +44%
MCMT
1541
Moon Capital Management (Tennessee)
Tennessee
$350K
CHAM
1542
Clear Harbor Asset Management
Connecticut
$349K -$13.8K -105 -4%
CWM
1543
Cranbrook Wealth Management
Michigan
$349K
TFF
1544
The Family Firm
Maryland
$349K +$131 +1 +0%
BPA
1545
Beacon Pointe Advisors
California
$348K -$3.2M -24,368 -90%
OA
1546
Oxbow Advisors
Texas
$348K -$24.7K -188 -7%
KIC
1547
Keating Investment Counselors
Florida
$347K
PSC
1548
Prentiss Smith & Co
Vermont
$347K +$13.8K +105 +4%
NSB
1549
Norway Savings Bank
Maine
$347K +$45.5K +346 +15%
GAG
1550
GM Advisory Group
New York
$346K

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.