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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
OKSA
2001
O'Keefe Stevens Advisory
New York
-$222K -1,647 Closed
CGT
2002
Capital Guardian Trust
California
-$220K -1,631 Closed
SAM
2003
Security Asset Management
New York
-$218K -1,619 Closed
CTA
2004
Colonial Trust Advisors
South Carolina
-$215K -1,590 Closed
GRQ
2005
Gardner Russo & Quinn
Pennsylvania
-$213K -1,582 Closed
MS
2006
Marshall & Sullivan
Washington
-$212K -1,569 Closed
PD
2007
Planning Directions
Pennsylvania
-$210K -1,559 Closed
GIP
2008
Greatmark Investment Partners
Georgia
-$209K -1,549 Closed
AHC
2009
Adell Harriman & Carpenter
Texas
-$207K -1,537 Closed
FMC
2010
First Merchants Corp
Indiana
-$206K -1,527 Closed
LCM
2011
Leisure Capital Management
California
-$203K -1,504 Closed
BKA
2012
Brick & Kyle Associates
Pennsylvania
-$202K -1,501 Closed
GI
2013
Glovista Investments
New Jersey
-$201K -1,492 Closed
DI
2014
DFPG Investments
Utah
-$200K -1,468 Closed
LPC
2015
Loeb Partners Corp
New York
-$187K -1,386 Closed
DBT
2016
Dubuque Bank & Trust
Iowa
-$181K -1,338 Closed
HCA
2017
Horan Capital Advisors
Ohio
-$153K -1,135 Closed
PVH
2018
Psagot Value Holdings
Israel
-$124K -920 Closed
WA
2019
WP Advisors
California
-$1.23K -913 Closed
AWM
2020
Aevitas Wealth Management
Massachusetts
-$118K -881 Closed
FC
2021
Ferris Capital
Massachusetts
-$99K -734 Closed
SAM
2022
Strategy Asset Managers
California
-$96K -711 Closed
MSA
2023
Marino Stram & Associates
Massachusetts
-$91K -672 Closed
OWA
2024
One Wealth Advisors
California
-$87K -645 Closed
OFW
2025
Omnia Family Wealth
Florida
-$85K -630 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.