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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
HTHT
1601
Hemenway Trust Hemenway Trust
New Hampshire
$312K -$73.6K -560 -19%
JCM
1602
Janney Capital Management
Pennsylvania
$310K +$42K +320 +16%
AEPG
1603
American Economic Planning Group
New Jersey
$309K -$14.6K -111 -5%
CCA
1604
Conestoga Capital Advisors
Pennsylvania
$308K
MIM
1605
Miller Investment Management
Pennsylvania
$306K
FIB
1606
First Interstate Bank
Montana
$306K +$13K +99 +4%
CAN
1607
Claraphi Advisory Network
United States
$306K +$69.6K +530 +30%
WHG
1608
Westwood Holdings Group
Texas
$306K +$305K +2,321 New
AWM
1609
Alterna Wealth Management
Texas
$306K +$305K +2,323 New
RPAM
1610
Rhenman & Partners Asset Management
Sweden
$305K -$33.8K -257 -10%
HJA
1611
Hugh Johnson Advisors
New York
$305K -$25.4K -193 -8%
LB
1612
Legacy Bridge
Iowa
$305K
OSNBOA
1613
Old Second National Bank of Aurora
Illinois
$304K
VWM
1614
Venturi Wealth Management
Texas
$303K -$471K -3,586 -61%
PWP
1615
Private Wealth Partners
California
$303K -$17.5K -133 -5%
AIM
1616
Aspen Investment Management
Michigan
$303K -$10.4K -79 -3%
BDF
1617
Balasa Dinverno & Foltz
$302K -$8.93K -68 -3%
AWM
1618
AllSquare Wealth Management
New York
$301K -$318K -2,424 -51%
RIS
1619
Retirement Income Solutions
Michigan
$301K -$54.9K -418 -15%
WP
1620
WealthShield Partners
North Carolina
$301K
MFW
1621
Mosaic Family Wealth
Missouri
$301K +$920 +7 +0.3%
VAS
1622
Vestmark Advisory Solutions
Massachusetts
$301K +$28.5K +217 +11%
WAP
1623
Wealthcare Advisory Partners
Pennsylvania
$301K +$28.6K +218 +11%
TAM
1624
Todd Asset Management
Kentucky
$300K -$18.3K -139 -6%
HCM
1625
Harvey Capital Management
Florida
$299K -$28.8K -219 -9%

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.