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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
AAIM
1676
Asset Advisors Investment Management
Georgia
$267K +$46K +350 +21%
TB
1677
Terril Brothers
Missouri
$266K -$14.5K -110 -5%
CWM
1678
Campbell Wealth Management
Virginia
$265K -$7.88K -60 -3%
WPW
1679
Winthrop Partners - WNY
New York
$265K -$6.96K -53 -3%
MC
1680
Miramar Capital
Illinois
$263K -$71.2K -542 -23%
HIM
1681
Hanlon Investment Management
New Jersey
$263K
FFW
1682
Fusion Family Wealth
New York
$263K +$250K +1,900 +2,065%
WCM
1683
Weik Capital Management
Pennsylvania
$262K -$62.5K -476 -19%
HCA
1684
Harbour Capital Advisors
Virginia
$262K -$6.96K -53 -3%
HHGA
1685
Halbert Hargrove Global Advisors
California
$262K +$261K +1,984 New
WIC
1686
Woodmont Investment Counsel
Tennessee
$260K +$3.55K +27 +1%
DW
1687
Domani Wealth
Pennsylvania
$258K
MWA
1688
Meridian Wealth Advisors
Texas
$258K
PIM
1689
Progressive Investment Management
Oregon
$258K +$6.83K +52 +3%
OBWP
1690
O'Brien Wealth Partners
Massachusetts
$258K +$12.9K +98 +5%
RRC
1691
Relaxing Retirement Coach
Massachusetts
$257K
CNB
1692
Camden National Bank
Maine
$256K -$32.7K -249 -11%
NFG
1693
Nadler Financial Group
Illinois
$253K -$9.85K -75 -4%
DOA
1694
D'Orazio & Associates
Virginia
$253K -$788 -6 -0.3%
GEA
1695
Glen Eagle Advisors
New Jersey
$253K
STMM
1696
South Texas Money Management
Texas
$252K -$69.4K -528 -22%
WCA
1697
Westover Capital Advisors
Delaware
$252K
NQWM
1698
Northwest Quadrant Wealth Management
Oregon
$252K +$2.76K +21 +1%
SAA
1699
Southeast Asset Advisors
Georgia
$251K
SDAM
1700
Shulman DeMeo Asset Management
New York
$251K +$525 +4 +0.2%

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.