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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
CAGAS
1901
Capital Advisory Group Advisory Services
Minnesota
$33K
VLKIM
1902
Van Lanschot Kempen Investment Management
Netherlands
$32K -$23.3K -177 -42%
ME
1903
McIlrath & Eck
Washington
$32K
CIR
1904
Clear Investment Research
Georgia
$29K
NCM
1905
Next Capital Management
New York
$29K +$9.72K +74 +50%
FQ
1906
First Quadrant
California
$28K
SWP
1907
Strategic Wealth Partners
Ohio
$25K -$6.17K -47 -19%
JWM
1908
Janiczek Wealth Management
Colorado
$24K
TCCM
1909
Timber Creek Capital Management
Massachusetts
$24K
SAM
1910
Shamrock Asset Management
Texas
$22K
CQS
1911
Credential Qtrade Securities
$21K
RFWA
1912
RPg Family Wealth Advisory
Massachusetts
$20.7K
HCM
1913
Horrell Capital Management
Arkansas
$19K
BL
1914
Balentine LLC
Georgia
$19K +$13.4K +102 +232%
LWA
1915
Lenox Wealth Advisors
New York
$18K
IWA
1916
IBEX Wealth Advisors
New Jersey
$18K +$18.3K +139 New
EWA
1917
Evolution Wealth Advisors
Florida
$17K +$17.1K +130 New
LF
1918
Lee Financial
Texas
$15K
MSFP
1919
Mark Sheptoff Financial Planning
Connecticut
$14K
SC
1920
Skylands Capital
Wisconsin
$14K
FMP
1921
Financial Management Professionals
Texas
$14K +$13K +99 +2,475%
MFT
1922
Moisand Fitzgerald Tamayo
Florida
$14K +$13.8K +105 New
RWA
1923
Redhawk Wealth Advisors
Minnesota
$14K +$13.8K +105 New
RWG
1924
Regal Wealth Group
California
$10K
CRM
1925
Cramer Rosenthal McGlynn
Connecticut
$9K

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.