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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$26.5M -$1.85M -14,083 -7%
KCM
202
Kornitzer Capital Management
Kansas
$26.3M +$6.55M +49,831 +33%
Nomura Asset Management
203
Nomura Asset Management
Japan
$26.3M -$5.65M -43,023 -18%
WG
204
Welch Group
Alabama
$25.9M +$1.14M +8,703 +5%
OA
205
Oak Associates
Ohio
$25.4M +$7.36K +56 +0%
Creative Planning
206
Creative Planning
Kansas
$25.2M -$231K -1,761 -0.9%
VDI
207
Vaughan David Investments
Illinois
$24.8M +$423K +3,217 +2%
XK
208
Xact Kapitalforvaltning
Sweden
$24.6M +$1.22M +9,291 +5%
GT
209
Glenview Trust
Kentucky
$24.5M -$271K -2,065 -1%
RG
210
Renaissance Group
Kentucky
$24.4M -$168K -1,278 -0.7%
VRS
211
Virginia Retirement Systems
Virginia
$23.9M +$5.65M +42,991 +31%
TPSF
212
Texas Permanent School Fund
Texas
$23.6M -$293K -2,227 -1%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$23.4M +$1.66M +12,635 +8%
URS
214
Utah Retirement Systems
Utah
$23.3M -$584K -4,444 -2%
LCAM
215
London & Capital Asset Management
United Kingdom
$23.1M -$7.83M -59,611 -25%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$23.1M +$952K +7,245 +4%
TAM
217
Tocqueville Asset Management
New York
$23M -$4.1M -31,214 -15%
ZIG
218
Zurich Insurance Group
Switzerland
$22.9M -$499K -3,802 -2%
GIM
219
Greylin Investment Management
Virginia
$22.8M -$1.55M -11,770 -6%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$22.3M -$908K -6,911 -4%
WBC
221
Westpac Banking Corp
Australia
$22.3M +$2.47M +18,817 +13%
DRZID
222
DePrince Race & Zollo Inc (DRZ)
Florida
$22.2M -$412K -3,138 -2%
Citadel Advisors
223
Citadel Advisors
Florida
$22.2M -$5.45M -41,497 -20%
ACM
224
Azimuth Capital Management
Michigan
$22.1M -$46.1K -351 -0.2%
WG
225
Winton Group
United Kingdom
$21.3M +$7.69M +58,549 +57%

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.