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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
WAS
1776
Wesleyan Assurance Society
United Kingdom
$207K
SW
1777
SlateStone Wealth
Florida
$207K +$8.93K +68 +5%
PWAG
1778
Polaris Wealth Advisory Group
California
$207K +$203K +1,547 New
BAM
1779
Boyar Asset Management
New York
$206K
PWPS
1780
Pinnacle Wealth Planning Services
Ohio
$206K +$204K +1,555 New
HCMT
1781
Highland Capital Management (Tennessee)
Tennessee
$205K -$1.24M -9,476 -86%
BCM
1782
Beck Capital Management
Texas
$205K -$3.94K -30 -2%
GFP
1783
Gryphon Financial Partners
Ohio
$205K +$204K +1,552 New
AAM
1784
American Asset Management
Florida
$204K -$32.3K -246 -14%
SIAS
1785
Shine Investment Advisory Services
Colorado
$204K -$13.7K -104 -6%
CAM
1786
ClariVest Asset Management
California
$204K -$7.49K -57 -4%
CFG
1787
Cooper Financial Group
California
$204K +$203K +1,549 New
WAM
1788
Weiss Asset Management
Massachusetts
$203K
V
1789
VeraBank
Texas
$202K -$9.85K -75 -5%
CHJWM
1790
Carlton Hofferkamp & Jenks Wealth Management
Texas
$202K +$194K +1,474 New
MCIA
1791
Mountain Capital Investment Advisors
Colorado
$202K +$205K +1,560 New
AWP
1792
Ascent Wealth Partners
New York
$201K -$45.6K -347 -19%
DA
1793
Doliver Advisors
Texas
$201K
BOPW
1794
Brandywine Oak Private Wealth
Pennsylvania
$200K -$131K -994 -40%
VFP
1795
Verus Financial Partners
Virginia
$200K -$18.1K -138 -8%
BCA
1796
Berman Capital Advisors
Georgia
$200K +$36.7K +279 +22%
BCI
1797
Brinker Capital Investments
Pennsylvania
$200K +$54.3K +413 +37%
CAM
1798
Close Asset Management
United Kingdom
$194K +$42K +320 +28%
FCA
1799
FinTrust Capital Advisors
South Carolina
$194K +$82.2K +626 +74%
SA
1800
SRH Advisors
Kansas
$193K -$5.91K -45 -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.