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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
MCA
1801
Mercer Capital Advisers
New Jersey
$188K
TI
1802
Truehand Inc
New Hampshire
$186K
1IA
1803
1834 Investment Advisors
Wisconsin
$185K +$98K +746 +113%
AC
1804
Avestar Capital
New York
$182K
BSPF
1805
British Steel Pension Fund
United Kingdom
$181K -$198K -1,506 -52%
BG
1806
Bollard Group
Massachusetts
$181K +$788 +6 +0.4%
HCM
1807
Hilton Capital Management
New York
$179K
CBT
1808
Central Bank & Trust
Kentucky
$177K
CF
1809
Centaurus Financial
California
$176K +$131K +997 +295%
BDWM
1810
Brewin Dolphin Wealth Management
Ireland
$175K -$82.5K -628 -32%
SIS
1811
Sound Income Strategies
Florida
$174K -$394 -3 -0.2%
CAL
1812
Capital Analysts LLC
Pennsylvania
$174K +$25.5K +194 +17%
LJHT
1813
Laurie J. Hall Trustee
$170K
RAM
1814
Riggs Asset Management
Pennsylvania
$169K
CWA
1815
Clarus Wealth Advisors
Arizona
$168K +$28.4K +216 +20%
HS
1816
Horan Securities
United States
$167K
BEI
1817
Benjamin Edwards Inc
Missouri
$162K +$23K +175 +17%
TFA
1818
Transamerica Financial Advisors
Florida
$162K +$161K +1,222 New
EWM
1819
Executive Wealth Management
Michigan
$160K -$78.7K -599 -33%
PAI
1820
Pittenger & Anderson Inc
Nebraska
$159K +$60.3K +459 +62%
VC
1821
Vestor Capital
Illinois
$157K -$292K -2,220 -65%
NCM
1822
Nelson Capital Management
California
$157K
AWM
1823
Apollon Wealth Management
South Carolina
$147K +$146K +1,114 New
IFAM
1824
Institutional & Family Asset Management
Colorado
$146K +$657 +5 +0.5%
PWP
1825
Personal Wealth Partners
Minnesota
$143K +$143K +1,087 New

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.