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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
PAWC
1976
P.A.W. Capital
Connecticut
-$564K -4,184 Closed
TCM
1977
Teza Capital Management
Illinois
-$505K -3,743 Closed
CFSG
1978
Community Financial Services Group
Vermont
-$438K -3,249 Closed
I2I
1979
Insight 2811 Inc
Illinois
-$437K -3,243 Closed
ACG
1980
Allen Capital Group
Nebraska
-$407K -3,016 Closed
PAS
1981
Park Avenue Securities
New York
-$381K -2,782 Closed
BBP
1982
Banco BTG Pactual
Brazil
-$368K -2,728 Closed
NCM
1983
Neumann Capital Management
California
-$310K -2,301 Closed
LPIC
1984
LeJeune Puetz Investment Counsel
Michigan
-$295K -2,189 Closed
FFG
1985
Frisch Financial Group
New York
-$291K -2,160 Closed
WAM
1986
Wolverine Asset Management
Illinois
-$282K -2,146 -100%
SWAG
1987
Spectrum Wealth Advisory Group
California
-$289K -2,144 Closed
NAMP
1988
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$283K -2,100 Closed
GP
1989
Girard Partners
Pennsylvania
-$283K -2,099 Closed
QCM
1990
Quantinno Capital Management
New York
-$269K -1,997 Closed
BO
1991
Bach Option
Hong Kong
-$269K -1,996 Closed
EAM
1992
Evanson Asset Management
California
-$257K -1,908 Closed
PCI
1993
Pacifica Capital Investments
Texas
-$254K -1,883 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1994
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$247K -1,831 Closed
F
1995
F3Logic
Minnesota
-$237K -1,756 Closed
WBG
1996
Wharton Business Group
Pennsylvania
-$233K -1,730 Closed
I
1997
IberiaBank
Louisiana
-$226K -1,676 Closed
PFG
1998
Piershale Financial Group
Illinois
-$226K -1,674 Closed
WIA
1999
Westbourne Investment Advisors
Maryland
-$226K -1,674 Closed
MPW
2000
MA Private Wealth
California
-$224K -1,663 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.