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
CA
1926
Crewe Advisors
Utah
$8K
FAM
1927
Fred Alger Management
New York
$8K
IF
1928
Ironwood Financial
Arizona
$7K
LGWM
1929
Litman Gregory Wealth Management
California
$7K
UB
1930
UMB Bank
Missouri
$6.45K -$20.8K -158 -0.3%
GC
1931
Globeflex Capital
California
$6K +$6.44K +49 New
SQA
1932
Simon Quick Advisors
New Jersey
$4.69K
MWM
1933
Meridian Wealth Management
Kentucky
$4.64K +$10.9K +83 +2%
FIA
1934
FNY Investment Advisers
New York
$4K -$536K -4,080 -99%
FEG
1935
Financial Enhancement Group
Indiana
$3K
MWM
1936
Merriman Wealth Management
Washington
$2.73K +$16.8K +128 +7%
DWA
1937
Dougherty Wealth Advisers
Minnesota
$2K
MWC
1938
MBM Wealth Consultants
Missouri
$2K
TCM
1939
TD Capital Management
Tennessee
$2K +$2.1K +16 New
FCH
1940
Freestone Capital Holdings
Washington
$1.99K -$208K -1,582 -9%
CPIA
1941
Cornell Pochily Investment Advisors
New York
$1.69K +$226K +1,722 +16%
BRWM
1942
B. Riley Wealth Management
Tennessee
$1.24K -$56K -426 -4%
EAM
1943
Eukles Asset Management
Ohio
$1K
GTAM
1944
Global Trust Asset Management
Florida
$1K
NR
1945
Newfound Research
Massachusetts
$1K +$263 +2 +25%
HHAA
1946
Henry H. Armstrong Associates
Pennsylvania
$973 +$13.7K +104 +1%
LHC
1947
Little House Capital
Massachusetts
$919 -$21.8K -166 -3%
CT
1948
Chicago Trust
Illinois
$904 -$128K -978 -12%
NDSI
1949
Newman Dignan & Sheerar Inc
Rhode Island
$645 -$39K -297 -6%
ACA
1950
Ackerman Capital Advisors
Texas
$255 +$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.