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1,961 hedge funds and large institutions have $73.4B invested in IBM in 2019 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 778 increasing their positions, 777 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 86

4% more capital invested

Capital invested by funds: $70.8B → $73.4B (+$2.67B)

1% more funds holding

Funds holding: 1,9501,961 (+11)

0.45% more ownership

Funds ownership: 59.22%59.66% (+0.45%)

0% more repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 777

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

13% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.15B

Holders
1,961
Holders Change
+11
Holders Change %
+0.56%
% of All Funds
42.99%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
1.03%
New
108
Increased
778
Reduced
777
Closed
86
Calls
$1.88B
Puts
$2.15B
Net Calls
-$269M
Net Calls Change
+$252M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1876
Riverview Trust Company
Washington
$93K
CDIA
1877
Capital Directions Investment Advisors
Georgia
$92K +$88.9K +659 New
FPB
1878
First PREMIER Bank
South Dakota
$91K
HGWM
1879
Harvest Group Wealth Management
Massachusetts
$89K -$3.1K -23 -3%
LWM
1880
Lenox Wealth Management
Ohio
$89K +$18.5K +137 +27%
GCM
1881
Grisanti Capital Management
New York
$88K
ACM
1882
AUA Capital Management
Pennsylvania
$87K
NCM
1883
Northstar Capital Management
New York
$87K
GWMIA
1884
Global Wealth Management Investment Advisory
Florida
$86K -$4.72K -35 -5%
SL
1885
Salomon & Ludwin
Virginia
$82K
PCFFS
1886
Pacific Center for Financial Services
California
$80K
BCI
1887
Brinker Capital Investments
Pennsylvania
$79K -$128K -952 -63%
APC
1888
Aspire Private Capital
North Carolina
$78K
ONST
1889
Old North State Trust
North Carolina
$78K
MG
1890
MilWealth Group
Wisconsin
$74K -$2.7K -20 -4%
PCM
1891
Princeton Capital Management
New Jersey
$72K
WCM
1892
Wealthcare Capital Management
Virginia
$69K +$540 +4 +0.8%
BCA
1893
Bray Capital Advisors
Florida
$69K +$19.8K +147 +42%
CI
1894
CX Institutional
Indiana
$68K -$2.13M -15,821 -97%
PWMG
1895
Prestige Wealth Management Group
New Jersey
$61K +$6.74K +50 +13%
TAIM
1896
TD Ameritrade Investment Management
Nebraska
$60K +$12K +89 +26%
NIC
1897
Northwest Investment Counselors
Oregon
$59K +$57.7K +428 New
EWM
1898
Edge Wealth Management
New York
$58K
Kayne Anderson Rudnick Investment Management
1899
Kayne Anderson Rudnick Investment Management
California
$58K
APSP
1900
Asset Planning Services (Pennsylvania)
Pennsylvania
$57K +$405 +3 +0.7%

IBM Hedge Fund Activity: Q3 2019 in Review

1,961 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2019, worth a combined $73.4B — up 3.8% from $70.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IBM positions and 86 closed out — a net gain of 22 holders — while 778 added to existing stakes and 777 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $240M. The largest seller was Arrowstreet Capital, cutting an estimated $347M.

  • 1,961 institutional investors held IBM (IBM) as of Q3 2019, up from 1,950 in Q2 2019.
  • Funds reported $73.4B of IBM stock for Q3 2019, up 3.8% quarter-over-quarter.
  • 108 funds opened new IBM positions in Q3 2019 and 86 closed out, a net change of +22 holders.
  • The largest IBM buyer in Q3 2019 was Capital World Investors, an estimated $240M added.
  • The largest IBM seller in Q3 2019 was Arrowstreet Capital, an estimated $347M sold.

Based on aggregated 13F filings for Q3 2019.