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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
SBA
1551
Secrest Blakey & Associates
North Carolina
$345K
POIA
1552
Pin Oak Investment Advisors
Texas
$344K -$1.05K -8 -0.3%
CHP
1553
Cable Hill Partners
Oregon
$344K
GBBWRPM
1554
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$344K
FEM
1555
Fulcrum Equity Management
Texas
$344K +$79K +601 +29%
CG
1556
Cynosure Group
Utah
$343K +$342K +2,605 New
PCM
1557
Prelude Capital Management
New York
$342K +$341K +2,595 New
KCPG
1558
Kavar Capital Partners Group
Kansas
$341K
RBFC
1559
Roman Butler Fullerton & Co
Missouri
$341K +$75.5K +575 +29%
PG
1560
Patten Group
Tennessee
$340K -$6.83K -52 -2%
RP
1561
Rowlandmiller & Partners
Georgia
$339K
WCM
1562
Whitener Capital Management
North Carolina
$339K -$4.2K -32 -1%
AIM
1563
Advantage Investment Management
Iowa
$339K +$27.5K +209 +9%
EDRIA
1564
Edmonds Duncan Registered Investment Advisors
Kansas
$338K
CCM
1565
Condor Capital Management
New Jersey
$338K +$7.09K +54 +2%
HIC
1566
Hartline Investment Corp
Illinois
$335K +$24K +183 +8%
PWS
1567
Paragon Wealth Strategies
Florida
$335K +$334K +2,539 New
VAS
1568
Valicenti Advisory Services
New York
$334K -$657 -5 -0.2%
LDFR
1569
Lehman & Derafelo Financial Resources
Pennsylvania
$333K +$110K +836 +51%
RIM
1570
Redwood Investment Management
Arizona
$332K +$59K +449 +22%
AAP
1571
Aristotle Atlantic Partners
Florida
$331K +$330K +2,510 New
CTB
1572
Country Trust Bank
Illinois
$330K
PPP
1573
Private Portfolio Partners
New Jersey
$330K +$13K +99 +4%
RWM
1574
Ritholtz Wealth Management
New York
$329K +$38.8K +295 +13%
KFA
1575
Kelleher Financial Advisors
New York
$329K +$329K +2,502 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.