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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
AW
1576
Alpha Windward
Massachusetts
$328K +$114K +864 +61%
HCM
1577
Hudson Capital Management
New Jersey
$327K -$162K -1,230 -33%
WP
1578
WealthPLAN Partners
Nebraska
$327K +$48.6K +370 +17%
CWM
1579
Concentric Wealth Management
California
$326K +$657 +5 +0.2%
HFA
1580
Hoover Financial Advisors
Pennsylvania
$324K
AA
1581
Apriem Advisors
California
$324K +$6.44K +49 +2%
VWA
1582
V Wealth Advisors
Kansas
$324K +$25.7K +196 +9%
MA
1583
MCF Advisors
Kentucky
$323K -$24.7K -188 -7%
ACM
1584
Armbruster Capital Management
New York
$320K -$25.4K -193 -7%
CRIG
1585
Charter Research & Investment Group
Connecticut
$320K
TMAM
1586
Tokio Marine Asset Management
Japan
$320K +$21K +160 +7%
TTWM
1587
TCV Trust & Wealth Management
Virginia
$319K
PA
1588
PFG Advisors
Arizona
$319K +$53.3K +406 +23%
BFWA
1589
Benchmark Financial Wealth Advisors
Florida
$318K -$30.9K -235 -9%
BLAM
1590
Bourne Lent Asset Management
New York
$318K
HL
1591
HeadInvest LLC
Maine
$317K
TAM
1592
Taurus Asset Management
New York
$317K
HIIFS
1593
Harel Insurance Investments & Financial Services
Israel
$317K +$234K +1,778 +283%
GAM
1594
Gould Asset Management
California
$317K +$316K +2,406 New
RCM
1595
RB Capital Management
Nevada
$317K +$316K +2,407 New
MPWT
1596
MassMutual Private Wealth & Trust
Connecticut
$316K -$257K -1,956 -45%
CC
1597
Colrain Capital
Massachusetts
$316K +$12.3K +94 +4%
PP
1598
PDS Planning
Ohio
$314K -$6.7K -51 -2%
MCP
1599
Mirador Capital Partners
California
$313K +$4.33K +33 +1%
NGA
1600
Naples Global Advisors
Florida
$313K +$312K +2,375 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.