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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$17.5M +$1.41M +10,718 +8%
GIBU
227
Gulf International Bank (UK)
United Kingdom
$17.4M +$15.4K +117 +0.1%
NAM
228
Nissay Asset Management
Japan
$17.3M -$1.07M -8,159 -5%
AWA
229
Aaron Wealth Advisors
Illinois
$17.2M +$15.6M +118,649 +448%
HNB
230
Huntington National Bank
Ohio
$17.2M +$349K +2,662 +2%
ACIM
231
Azimuth Capital Investment Management
Michigan
$17M -$234K -1,781 -1%
NYLIM
232
New York Life Investment Management
New York
$17M +$96.6K +736 +0.5%
JHP
233
James Hambro & Partners
United Kingdom
$16.6M +$2.36M +17,980 +15%
MYAM
234
Meiji Yasuda Asset Management
Japan
$16.6M +$6.86M +52,294 +60%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$16.5M +$1.85M +14,111 +11%
FP
236
Foundry Partners
Minnesota
$16.5M +$143K +1,090 +0.8%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$16.5M +$2.51M +19,116 +16%
DMC
238
Drexel Morgan & Co
Pennsylvania
$16.5M
PR
239
Payden & Rygel
California
$16.5M +$65.6K +500 +0.4%
Kayne Anderson Rudnick Investment Management
240
Kayne Anderson Rudnick Investment Management
California
$16.5M +$322K +2,456 +2%
AHB
241
Abner Herrman & Brock
New Jersey
$16.5M +$140K +1,066 +0.8%
BS
242
Banco Santander
Spain
$16.4M -$3.6M -27,431 -17%
MAM
243
Martingale Asset Management
Massachusetts
$16.2M +$10.9M +83,128 +156%
MCM
244
Maple Capital Management
Vermont
$16.2M +$654K +4,987 +5%
VV
245
Verity & Verity
South Carolina
$16.1M +$365K +2,782 +2%
CB
246
Community Bank
New York
$15.9M +$88.8K +677 +0.5%
JGUA
247
John G. Ullman & Associates
New York
$15.8M -$547K -4,165 -3%
VHAM
248
Van Hulzen Asset Management
California
$15.7M +$1.61M +12,277 +10%
COPPSERS
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.7M +$151K +1,149 +0.9%
PTC
250
Philadelphia Trust Company
Pennsylvania
$15.5M +$8.94M +68,118 +110%

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.