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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
HLCM
1951
Hi-Line Capital Management
South Dakota
-$7.96M -58,969 Closed
LSA
1952
L & S Advisors
California
-$7.25M -53,746 Closed
Marshall Wace
1953
Marshall Wace
United Kingdom
-$6.88M -51,018 Closed
WIC
1954
Willis Investment Counsel
Georgia
-$6.11M -49,620 Closed
OTPPB
1955
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$5.68M -42,105 Closed
RBA
1956
Richard Bernstein Advisors
New York
-$5.51M -40,832 Closed
ACM
1957
Advisors Capital Management
New Jersey
-$5M -36,533 Closed
WPIC
1958
White Pine Investment Company
Michigan
-$4.73M -35,041 Closed
KWILP
1959
Kiwi Wealth Investments Limited Partnership
New Zealand
-$3.96M -29,316 Closed
NMC
1960
Nine Masts Capital
Hong Kong
-$3.86M -28,646 Closed
YMRC
1961
Yorktown Management & Research Company
Virginia
-$2.82M -20,920 Closed
HT
1962
HighTower Trust
Texas
-$2.58M -19,110 Closed
IP
1963
Isthmus Partners
Wisconsin
-$1.04M -17,447 Closed
Acadian Asset Management
1964
Acadian Asset Management
Massachusetts
-$2.2M -16,274 Closed
NEI
1965
Northwest & Ethical Investments
Ontario, Canada
-$1.95M -14,478 Closed
AA
1966
Ancora Advisors
Ohio
-$1.79M -13,275 Closed
CWM
1967
Cordatus Wealth Management
Pennsylvania
-$1.49M -11,023 Closed
PLFAM
1968
Pineno Levin & Ford Asset Management
Virginia
-$1.39M -10,331 Closed
CNAM
1969
Campbell Newman Asset Management
Wisconsin
-$1.18M -8,775 Closed
Hudson Bay Capital Management
1970
Hudson Bay Capital Management
Connecticut
-$1.15M -8,504 Closed
PAM
1971
PVG Asset Management
Colorado
-$1.03M -7,637 Closed
SMM
1972
Stadion Money Management
Georgia
-$1.01M -7,495 Closed
MHS
1973
M Holdings Securities
Oregon
-$832K -6,164 Closed
TSS
1974
Two Sigma Securities
New York
-$757K -5,763 Closed
AIC
1975
Ameritas Investment Company
Nebraska
-$720K -5,335 Closed

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.