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IBM
IBM

2,075 hedge funds and large institutions have $68B invested in IBM in 2019 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 735 increasing their positions, 835 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 113

6% more funds holding

Funds holding: 1,960 → 2,075 (+115)

2% more funds holding in top 10

Funds holding in top 10: 47 → 48 (+1)

0.31% more ownership

Funds ownership: 59.66% → 59.97% (+0.31%)

7% less capital invested

Capital invested by funds: $73.4B → $68B (-$5.44B)

12% less repeat investments, than reductions

Existing positions increased: 735 | Existing positions reduced: 835

35% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $2.03B

Holders
2,075
Holders Change
+115
Holders Change %
+5.87%
% of All Funds
40.89%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
253
Increased
735
Reduced
835
Closed
113
Calls
$1.32B
Puts
$2.03B
Net Calls
-$712M
Net Calls Change
-$442M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$206M
2
Goldman Sachs
Goldman Sachs
New York
+$203M
3
Renaissance Technologies
Renaissance Technologies
New York
+$196M
4
Morgan Stanley
Morgan Stanley
New York
+$170M
5
Barclays
Barclays
United Kingdom
+$169M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$419M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$320M
3
Franklin Resources
Franklin Resources
California
-$190M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$139M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$96.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2176
Elmwood Wealth Management
California
– -$140K -1,004 Closed
MTCM
2177
Mint Tower Capital Management
Netherlands
– -$109K -785 Closed
PCM
2178
Princeton Capital Management
New Jersey
– -$72K -516 Closed
NIC
2179
Northwest Investment Counselors
Oregon
– -$59K -428 Closed
APSP
2180
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$57K -407 Closed
SB
2181
Strategic Blueprint
Georgia
– -$55K -392 Closed
KWA
2182
KCS Wealth Advisory
California
– -$51.6K -371 Closed
AFIA
2183
America First Investment Advisors
Nebraska
– -$44K -314 Closed
CAGAS
2184
Capital Advisory Group Advisory Services
Minnesota
– -$34K -253 Closed
VIM
2185
Veritas Investment Management
United Kingdom
– -$31K -220 Closed
SWP
2186
Strategic Wealth Partners
Ohio
– -$27 -197 Closed
GWAG
2187
Garrett Wealth Advisory Group
Texas
– -$22.8K -164 Closed
NCM
2188
Next Capital Management
New York
– -$21K -149 Closed
AM
2189
Atwater Malick
Pennsylvania
– -$12K -84 Closed
CIR
2190
Clear Investment Research
Georgia
– -$1K -8 Closed
84 85 86 87
88

IBM Hedge Fund Activity: Q4 2019 in Review

2,075 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2019, worth a combined $68B — down 7.4% from $73.4B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new IBM positions and 113 closed out — a net gain of 140 holders — while 735 added to existing stakes and 835 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $206M. The largest seller was Wellington Management Group, cutting an estimated $419M.

  • 2,075 institutional investors held IBM (IBM) as of Q4 2019, up from 1,960 in Q3 2019.
  • Funds reported $68B of IBM stock for Q4 2019, down 7.4% quarter-over-quarter.
  • 253 funds opened new IBM positions in Q4 2019 and 113 closed out, a net change of +140 holders.
  • The largest IBM buyer in Q4 2019 was Janus Henderson Group, an estimated $206M added.
  • The largest IBM seller in Q4 2019 was Wellington Management Group, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2019.