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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
SOADOR
176
State of Alaska Department of Revenue
Alaska
$35.2M +$751K +5,719 +2%
CWP
177
Capital Wealth Planning
Florida
$34.9M +$34.8M +265,055 New
CCP
178
Clarkston Capital Partners
Michigan
$34.7M +$350K +2,662 +1%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$34.7M -$29.2M -222,331 -45%
William Blair & Company
180
William Blair & Company
Illinois
$34.6M +$516K +3,927 +2%
Lazard Asset Management
181
Lazard Asset Management
New York
$34.4M +$21.5M +163,662 +168%
KBC Group
182
KBC Group
Belgium
$33.7M -$4.84M -36,809 -13%
MIM
183
MetLife Investment Management
New Jersey
$33.7M -$1.18M -8,998 -3%
Brown Advisory
184
Brown Advisory
Maryland
$33.6M -$2.24M -17,025 -6%
MNG
185
Manning & Napier Group
New York
$33.6M +$4.87M +37,066 +17%
Lord, Abbett & Co
186
Lord, Abbett & Co
New Jersey
$32.6M -$206K -1,569 -0.6%
DP
187
Dearborn Partners
Illinois
$32.2M +$1.13M +8,621 +4%
N
188
Natixis
France
$30.6M -$9.07M -69,049 -23%
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$29.9M +$3.88M +29,556 +15%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$29.5M -$145K -1,102 -0.5%
MPMG
191
Minneapolis Portfolio Management Group
Minnesota
$28.9M +$4.39M +33,385 +18%
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
$28.5M -$9.48M -72,183 -25%
CS
193
Candriam SCA
Luxembourg
$28.3M +$851K +6,477 +3%
AIMCA
194
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$28M +$18.5M +140,583 +196%
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$28M +$3.76M +28,597 +16%
Mitsubishi UFJ Asset Management
196
Mitsubishi UFJ Asset Management
Japan
$27.9M +$4.07M +30,963 +17%
NIPH
197
NN Investment Partners Holdings
Netherlands
$27.7M -$8.81M -67,043 -24%
CBOA
198
Commonwealth Bank of Australia
Australia
$27.4M -$7.24M -55,083 -21%
NB
199
Norinchukin Bank
Japan
$27.1M -$9.01M -68,575 -25%
ASRS
200
Arizona State Retirement System
Arizona
$27M +$1.75M +13,324 +7%

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.