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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.91B -$10.1M -76,746 -0.1%
BlackRock
2
BlackRock
New York
$8.34B +$24.4M +186,110 +0.3%
State Street
3
State Street
Massachusetts
$7.4B -$110M -834,725 -1%
AAMU
4
Amundi Asset Management US
Massachusetts
$2.01B -$38.8M -295,203 -11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.75B -$61.6M -469,130 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.68B +$44.3M +337,018 +3%
Northern Trust
7
Northern Trust
Illinois
$1.65B +$6.82M +51,906 +0.4%
Norges Bank
8
Norges Bank
Norway
$1.24B +$21.5M +163,575 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.13B -$9.35M -71,143 -0.8%
Bank of America
10
Bank of America
North Carolina
$1.03B +$31M +236,210 +3%
Charles Schwab
11
Charles Schwab
California
$1.01B +$19.6M +149,534 +2%
Wells Fargo
12
Wells Fargo
California
$820M +$19.8M +150,475 +2%
Legal & General Group
13
Legal & General Group
United Kingdom
$807M -$4.66M -35,446 -0.6%
Ameriprise
14
Ameriprise
Minnesota
$757M +$216M +1,646,482 +40%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$734M +$59.2M +450,844 +9%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$719M +$86.4M +657,384 +14%
Goldman Sachs
17
Goldman Sachs
New York
$701M -$83.2M -633,191 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$691M +$11.8M +89,747 +2%
N
19
Nuveen
North Carolina
$668M +$638M +4,854,834 +2,284%
UBS AM
20
UBS AM
Illinois
$549M -$54.2M -412,300 -9%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$513M -$13.2M -100,424 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$507M -$87.5M -666,137 -15%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$491M -$23.2M -176,421 -5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$485M -$60.8M -463,136 -11%
Invesco
25
Invesco
Georgia
$484M +$148M +1,123,176 +44%

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.