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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
OC
1651
Oakworth Capital
Alabama
$286K +$1.05K +8 +0.4%
GHA
1652
GW Henssler & Associates
Georgia
$285K +$87.5K +666 +44%
OCM
1653
Osterweis Capital Management
California
$284K
Ninety One (UK)
1654
Ninety One (UK)
United Kingdom
$283K -$31.8K -242 -10%
HI
1655
HBK Investments
Texas
$283K +$282K +2,146 New
SSW
1656
Smith Shellnut Wilson
Mississippi
$282K
IA
1657
Independence Advisors
Pennsylvania
$279K -$1.58K -12 -0.6%
NEPWA
1658
New England Private Wealth Advisors
Massachusetts
$279K +$920 +7 +0.3%
AWE
1659
Avidian Wealth Enterprises
Texas
$279K +$2.89K +22 +1%
GC
1660
Gilbert & Cook
Iowa
$279K +$3.28K +25 +1%
PWAP
1661
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$279K +$278K +2,114 New
LC
1662
LCNB Corp
Ohio
$278K -$6.83K -52 -2%
PFBT
1663
Parkside Financial Bank & Trust
Missouri
$278K +$7.62K +58 +3%
Westfield Capital Management
1664
Westfield Capital Management
Massachusetts
$276K -$70.7M -538,440 -100%
FIG
1665
FundX Investment Group
California
$276K
NJBEST
1666
New Jersey Better Educational Savings Trust
New Jersey
$276K
PCA
1667
Private Capital Advisors
Connecticut
$276K
TA
1668
Tiedemann Advisors
New York
$275K -$206K -1,565 -43%
CBU
1669
CIBC Bank USA
Illinois
$275K -$17.5K -133 -6%
JWBC
1670
J.W. Burns & Co
New York
$275K
BCM
1671
Brown Capital Management
Maryland
$273K
ECAM
1672
East Coast Asset Management
Massachusetts
$272K -$68.7K -523 -20%
WCM
1673
Wedge Capital Management
North Carolina
$271K +$270K +2,053 New
SEIA
1674
Signature Estate & Investment Advisors
California
$270K
BFG
1675
Barber Financial Group
Kansas
$270K +$269K +2,045 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.