We are live on ! Find out more

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
FCMT
1826
Founders Capital Management (Texas)
Texas
$142K
AWM
1827
Arbor Wealth Management
Florida
$139K +$263 +2 +0.2%
WCG
1828
Weaver Consulting Group
California
$137K
HI
1829
Hendershot Investments
Virginia
$133K -$31.3K -238 -19%
OAJ
1830
Ogorek Anthony Joseph
New York
$133K
CFG
1831
CKW Financial Group
Hawaii
$133K +$394 +3 +0.3%
EWM
1832
Elmwood Wealth Management
California
$132K +$18.7K +142 +16%
NPP
1833
New Potomac Partners
Maryland
$131K -$27.5K -209 -17%
LFG
1834
Larson Financial Group
Missouri
$131K +$6.04K +46 +5%
RBC
1835
Roble Belko & Company
Pennsylvania
$128K
VCM
1836
Versant Capital Management
Arizona
$125K -$17.2K -131 -12%
KPCM
1837
Kings Point Capital Management
New York
$125K +$2.89K +22 +2%
KLWA
1838
Kelly Lawrence W & Associates
California
$124K
TIS
1839
Tortoise Index Solutions
Kansas
$122K +$4.86K +37 +4%
CFN
1840
Cordasco Financial Network
Florida
$122K +$13K +99 +12%
TFO
1841
Tarbox Family Office
California
$118K -$178K -1,352 -60%
BCM
1842
Blume Capital Management
California
$116K
PW
1843
Price Wealth
Texas
$112K +$1.71K +13 +2%
MCM
1844
McMillion Capital Management
North Carolina
$111K +$111K +843 New
CA
1845
Centerpoint Advisors
Massachusetts
$109K -$19.3K -147 -15%
QAM
1846
QCI Asset Management
New York
$108K +$9.33K +71 +9%
KFS
1847
Kelly Financial Services
Massachusetts
$104K +$525 +4 +0.5%
FFC
1848
First Financial Corp
Indiana
$104K -$91.8K -699 -47%
PAM
1849
Paradigm Asset Management
New York
$103K +$27.6K +210 +37%
LA
1850
Legacy Advisors
Pennsylvania
$101K +$131 +1 +0.1%

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.