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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
PCP
1851
Proficio Capital Partners
Massachusetts
$100K -$111K -843 -53%
GCM
1852
Gables Capital Management
Florida
$100K -$13.8K -105 -12%
BCMIO
1853
Beacon Capital Management Inc (Ohio)
Ohio
$100K
SHJ
1854
Sharkey, Howes & Javer
Colorado
$99K
FMTCOCP
1855
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K -$6.96K -53 -7%
PG
1856
Proffitt & Goodson
Tennessee
$94K
RTC
1857
Riverview Trust Company
Washington
$88K
HGWM
1858
Harvest Group Wealth Management
Massachusetts
$87K -$117K -889 -57%
SFFS
1859
Stonehage Fleming Financial Services
Jersey
$87K
GWMIA
1860
Global Wealth Management Investment Advisory
Florida
$86K -$74.8K -569 -47%
PCIA
1861
Prime Capital Investment Advisors
Kansas
$86K
FPB
1862
First PREMIER Bank
South Dakota
$85K
GCM
1863
Grisanti Capital Management
New York
$84K -$14.1K -107 -14%
ACM
1864
AUA Capital Management
Pennsylvania
$83K
NCM
1865
Northstar Capital Management
New York
$83K
EIP
1866
Ellis Investment Partners
Pennsylvania
$82K +$80.8K +615 New
SL
1867
Salomon & Ludwin
Virginia
$78K +$11K +84 +17%
PCFFS
1868
Pacific Center for Financial Services
California
$76K
ONST
1869
Old North State Trust
North Carolina
$74K -$385K -2,929 -84%
APC
1870
Aspire Private Capital
North Carolina
$74K -$178K -1,355 -71%
MG
1871
MilWealth Group
Wisconsin
$72.8K +$2.63K +20 +4%
EI
1872
Ellevest Inc
New York
$69K +$68.8K +524 New
PCM
1873
Princeton Capital Management
New Jersey
$68K -$8.93K -68 -12%
BBA
1874
Braun-Bostich & Associates
Pennsylvania
$68K
LWM
1875
Lenox Wealth Management
Ohio
$67K +$1.45K +11 +2%

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.