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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
DTL
1751
Dynamic Technology Lab
Singapore
$217K +$216K +1,643 New
BIM
1752
Baldwin Investment Management
Pennsylvania
$216K -$55K -419 -20%
QCM
1753
Quest Capital Management
Texas
$216K -$131 -1 -0.1%
AIA
1754
Avalon Investment & Advisory
Texas
$215K -$101K -767 -32%
CPSAC
1755
Chas P. Smith & Associates (CPS)
Florida
$215K -$41.9K -319 -16%
GFS
1756
GYL Financial Synergies
Connecticut
$215K -$12.9K -98 -6%
MC
1757
Middleton & Co
Massachusetts
$214K -$89.3K -680 -30%
HCM
1758
Highlander Capital Management
New Jersey
$214K -$27.6K -210 -11%
PS
1759
Portfolio Strategies
New York
$214K -$10.9K -83 -5%
ICM
1760
IMS Capital Management
Oregon
$213K -$67.5K -514 -24%
FBA
1761
Front Barnett Associates
Illinois
$213K -$10.2K -78 -5%
JWM
1762
JGP Wealth Management
Oregon
$213K
DIM
1763
DC Investments Management
Virginia
$213K +$213K +1,619 New
SIMM
1764
Stillwater Investment Management (Minnesota)
Minnesota
$211K +$525 +4 +0.3%
RTS
1765
Round Table Services
New Jersey
$211K +$7.62K +58 +4%
GFPC
1766
Global Financial Private Capital
Florida
$209K -$929K -7,073 -82%
RMAM
1767
Raab & Moskowitz Asset Management
New Jersey
$209K +$12.3K +94 +6%
TCM
1768
Towercrest Capital Management
Pennsylvania
$208K -$6.7K -51 -3%
AWMG
1769
Alliance Wealth Management Group
New Jersey
$208K -$6.44K -49 -3%
DDPIC
1770
Deroy & Devereaux Private Investment Counsel
Michigan
$208K
MIG
1771
McGuire Investment Group
Rhode Island
$207K -$26K -198 -11%
RGC
1772
Roberts, Glore & Co
Illinois
$207K -$13.8K -105 -6%
ACM
1773
Alethea Capital Management
Washington
$207K
MCM
1774
MV Capital Management
Maryland
$207K
NSCM
1775
New South Capital Management
Tennessee
$207K

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.