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
LWS
1876
Lucia Wealth Services
California
$66K
WCM
1877
Wealthcare Capital Management
Virginia
$65K +$525 +4 +0.8%
CAL
1878
Capital Advisors Ltd
Ohio
$58K +$263 +2 +0.5%
WIM
1879
Westside Investment Management
California
$57.8K +$255K +1,940 New
NCM
1880
New Capital Management
Texas
$57K +$525 +4 +0.9%
FGAM
1881
Financial Gravity Asset Management
Texas
$56K -$71.7K -546 -56%
EWM
1882
Edge Wealth Management
New York
$55K -$23.9K -182 -30%
Kayne Anderson Rudnick Investment Management
1883
Kayne Anderson Rudnick Investment Management
California
$55K +$54.9K +418 New
APW
1884
Acima Private Wealth
Virginia
$53K
BAM
1885
Baldrige Asset Management
Pennsylvania
$53K
APSP
1886
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K +$263 +2 +0.5%
KC
1887
Knuff & Co
California
$52K
MS
1888
Mizuho Securities
Japan
$52K +$52.2K +397 New
PWMG
1889
Prestige Wealth Management Group
New Jersey
$51K -$14.3K -109 -22%
TFGT
1890
TS Financial Group (TSFG)
Illinois
$49K -$3.15K -24 -6%
W
1891
WealthStone
Ohio
$47.7K +$47.6K +362 New
WPA
1892
West Paces Advisors
Georgia
$46.5K -$6.83K -52 -13%
BCA
1893
Bray Capital Advisors
Florida
$46K
SIAP
1894
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K
TAIM
1895
TD Ameritrade Investment Management
Nebraska
$45K -$41.6K -317 -48%
GT
1896
Glenmede Trust
Pennsylvania
$43.3K -$3.31M -25,195 -7%
AFIA
1897
America First Investment Advisors
Nebraska
$41K
AJ
1898
Ashburton (Jersey)
Jersey
$38K +$38.2K +291 New
LFG
1899
LifePlan Financial Group
Ohio
$36K +$31.9K +243 +838%
MIM
1900
Macroview Investment Management
Maryland
$35K -$1.31K -10 -4%

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.