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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
NWM
1701
Northwest Wealth Management
Iowa
$251K +$1.05K +8 +0.4%
IC
1702
Inscription Capital
Texas
$250K +$78.8K +600 +48%
LCM
1703
LVM Capital Management
Michigan
$249K -$77K -586 -24%
FWCM
1704
First Western Capital Management
California
$249K -$2.76K -21 -1%
SIM
1705
Sonora Investment Management
Arizona
$248K +$25.6K +195 +12%
AWA
1706
Acorn Wealth Advisors
Michigan
$247K -$3.15K -24 -1%
SAM
1707
Seelaus Asset Management
New Jersey
$247K +$4.73K +36 +2%
IWA
1708
Inspirion Wealth Advisors
Illinois
$246K
M
1709
Mirova
France
$246K
FCA
1710
FLC Capital Advisors
California
$246K +$241K +1,833 New
SFA
1711
Semmax Financial Advisors
North Carolina
$245K -$612K -4,656 -71%
ST
1712
Sabal Trust
Florida
$245K -$27.5K -209 -10%
OBGC
1713
O'Brien Greene & Co
Pennsylvania
$244K
WAAG
1714
Wealth Alliance Advisory Group
Kansas
$244K
AFA
1715
Arlington Financial Advisors
California
$242K
BWA
1716
BlueSky Wealth Advisors
North Carolina
$241K -$13.8K -105 -5%
WPP
1717
Whalerock Point Partners
Rhode Island
$241K
LP
1718
LGL Partners
Pennsylvania
$241K +$4.73K +36 +2%
CIS
1719
Connors Investor Services
Pennsylvania
$240K
MYIA
1720
Mount Yale Investment Advisors
Colorado
$240K +$1.31K +10 +0.6%
MCG
1721
McCollum Christoferson Group
New York
$239K
HPIA
1722
Hamilton Point Investment Advisors
North Carolina
$238K
SCM
1723
Stordahl Capital Management
Colorado
$238K
PO
1724
Private Ocean
California
$236K +$79.9K +608 +51%
BCM
1725
BlueCrest Capital Management
Jersey
$235K -$1.58M -12,010 -87%

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.