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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
AAM
151
Advisors Asset Management
Colorado
$44.7M +$650K +4,945 +1%
DLA
152
Douglas Lane & Associates
New York
$44.4M +$1.43M +10,876 +3%
RI
153
RWWM Inc
California
$44M -$1.99M -15,163 -4%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$42.7M +$2.03M +15,470 +5%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$42.6M +$2.34M +17,789 +6%
SB
156
Suntrust Banks
Georgia
$42.1M -$1.37M -10,436 -3%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$42M +$4.99M +38,002 +14%
Comerica Bank
158
Comerica Bank
Texas
$41.9M +$396K +3,018 +1%
DADC
159
D.A. Davidson & Co
Montana
$41.4M -$13.8M -104,941 -25%
BCIM
160
British Columbia Investment Management
British Columbia, Canada
$41.3M -$2.06M -15,669 -5%
Man Group
161
Man Group
United Kingdom
$41.1M -$303K -2,303 -0.7%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$40.7M -$2.73M -20,747 -6%
LPL Financial
163
LPL Financial
California
$40.6M +$3.81M +29,011 +10%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$39.5M +$24.8M +188,695 +171%
ELC
165
Edgar Lomax Company
Virginia
$39.3M -$550K -4,184 -1%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$38.8M -$680K -5,174 -2%
ProShare Advisors
167
ProShare Advisors
Maryland
$38.6M -$6.57M -49,975 -15%
CI
168
Conning Inc
Connecticut
$38.3M +$35.1M +266,908 +1,131%
CFC
169
Cincinnati Financial Corp
Ohio
$38.3M
FAF
170
Fjarde Ap-fonden
Sweden
$38.3M -$54.9K -418 -0.1%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$38M +$14.7M +112,170 +64%
American Century Companies
172
American Century Companies
Missouri
$37.3M -$19M -144,436 -34%
AII
173
AGF Investments Inc
Ontario, Canada
$36.7M -$6.68M -50,820 -15%
AA
174
ALPS Advisors
Colorado
$36.2M -$2.2M -16,780 -6%
GC
175
Guggenheim Capital
Illinois
$36M -$1.02M -7,727 -3%

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.