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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
DSN
1626
D. Scott Neal
Kentucky
$299K -$12.7K -97 -4%
CAAS
1627
Capital Asset Advisory Services
Michigan
$299K +$37.8K +288 +15%
AssetMark Inc
1628
AssetMark Inc
California
$299K +$94.8K +722 +47%
TSS
1629
Thomas Story & Son
Indiana
$298K
KFGK
1630
Keystone Financial Group (Kentucky)
Kentucky
$297K -$33.5K -255 -10%
B
1631
Bridgeworth
Alabama
$297K -$20.1K -153 -6%
AIA
1632
Arbor Investment Advisors
North Carolina
$297K
LD
1633
Lipe & Dalton
New York
$297K +$21.4K +163 +8%
TA
1634
TFG Advisers
Michigan
$296K +$20.4K +155 +7%
FFWA
1635
FRG Family Wealth Advisors
Washington
$295K -$246K -1,875 -46%
GCA
1636
Genesee Capital Advisors
New York
$295K +$294K +2,239 New
GI
1637
Gradient Investments
Minnesota
$294K -$50.4K -384 -15%
FTC
1638
Farmers Trust Company
Ohio
$293K -$42K -320 -13%
LSAG
1639
Lake Street Advisors Group
New Hampshire
$293K +$394 +3 +0.1%
DLHL
1640
Donald L. Hagan LLC
Florida
$292K -$11.3K -86 -4%
CCM
1641
Chickasaw Capital Management
Tennessee
$292K
SCA
1642
STALEY CAPITAL ADVISERS
Pennsylvania
$292K +$291K +2,214 New
AFM
1643
Andesa Financial Management
Pennsylvania
$292K +$291K +2,216 New
SP
1644
Successful Portfolios
Florida
$291K -$2.1K -16 -0.7%
HFP
1645
Holistic Financial Partners
Indiana
$291K
NCM
1646
Noesis Capital Mangement
Florida
$291K +$290K +2,207 New
SFWC
1647
Strategic Family Wealth Counselors
New Jersey
$290K
PAG
1648
Pinnacle Advisory Group
Maryland
$290K +$131 +1 +0%
BWAM
1649
Boyd Watterson Asset Management
Ohio
$286K
SCM
1650
Stellar Capital Management
Arizona
$286K

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.