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IBM
IBM

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: 1,975 → 1,950 (-25)

13% less funds holding in top 10

Funds holding in top 10: 60 → 52 (-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

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$638M
2
Franklin Resources
Franklin Resources
California
+$232M
3
Ameriprise
Ameriprise
Minnesota
+$216M
4
Invesco
Invesco
Georgia
+$148M
5
Two Sigma Investments
Two Sigma Investments
New York
+$107M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$218M
2
State Street
State Street
Massachusetts
-$110M
3
Deutsche Bank
Deutsche Bank
Germany
-$87.5M
4
Fidelity International
Fidelity International
Bermuda
-$83.7M
5
Goldman Sachs
Goldman Sachs
New York
-$83.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
2026
JBJ Investment Partners
South Carolina
– -$82K -606 Closed
IWP
2027
Icon Wealth Partners
Texas
– -$65K -483 Closed
AIM
2028
Assured Investment Management
New York
– -$57K -420 Closed
AIA
2029
Alera Investment Advisors
Illinois
– -$55K -405 Closed
WCM
2030
WealthBridge Capital Management
Ohio
– -$43K -329 Closed
IP
2031
Intellectus Partners
California
– -$42K -312 Closed
BAMG
2032
Brand Asset Management Group
Missouri
– -$28K -209 Closed
PWM
2033
PRW Wealth Management
Massachusetts
– -$23K -175 Closed
RCM
2034
Requisite Capital Management
Texas
– -$20K -151 Closed
SHIM
2035
Stone House Investment Management
Pennsylvania
– -$17K -128 Closed
RWML
2036
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$12.4K -92 Closed
ST
2037
Somerset Trust
Pennsylvania
– -$12K -88 Closed
CH
2038
Canton Hathaway
Rhode Island
– -$6K -45 Closed
WAS
2039
Winch Advisory Services
Wisconsin
– -$5K -39 Closed
BHWM
2040
Bay Harbor Wealth Management
Maryland
– -$3.28K -25 Closed
LFASL
2041
Lugano Financial Advisors SA (LFA)
Switzerland
– -$2K -19 Closed
C
2042
Cerebellum
California
– -$2K -18 Closed
WAS
2043
WESPAC Advisors SoCal
California
– -$1K -10 Closed
78 79 80 81
82

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.