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IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.1M +$59.4K +444 +0.3%
TI
227
Tidal Investments
Wisconsin
$20.1M -$788K -5,890 -4%
Capital Fund Management (CFM)
228
Capital Fund Management (CFM)
France
$20M +$20.4M +152,797 New
HNB
229
Huntington National Bank
Ohio
$19.9M -$136K -1,013 -0.7%
JHP
230
James Hambro & Partners
United Kingdom
$19.8M +$729K +5,451 +4%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$19.7M -$184K -1,375 -0.9%
USCWA
232
U.S. Capital Wealth Advisors
Texas
$19.2M +$391K +2,920 +2%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$19.1M -$810K -6,052 -4%
SC
234
Scotia Capital
Ontario, Canada
$18.9M -$454K -3,394 -2%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$18.9M -$2.04M -15,259 -10%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$18.7M -$923K -6,897 -5%
AHB
237
Abner Herrman & Brock
New Jersey
$18.6M +$417K +3,120 +2%
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$18.6M +$1.59M +11,863 +9%
ACIM
239
Azimuth Capital Investment Management
Michigan
$18.4M -$58.7K -439 -0.3%
PTC
240
Philadelphia Trust Company
Pennsylvania
$18.4M +$1.14M +8,485 +6%
GGI
241
Godsey & Gibb Inc
Virginia
$18.4M +$18.8M +140,183 New
BS
242
Banco Santander
Spain
$18.3M +$591K +4,420 +3%
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$18.3M +$2.97M +22,171 +19%
DMC
244
Drexel Morgan & Co
Pennsylvania
$18.3M – – –
WBC
245
Westpac Banking Corp
Australia
$18.2M -$1.56M -11,682 -8%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$18.2M +$2.27K +17 +0%
DILIC
247
Dai-ichi Life Insurance Company
Japan
$18M -$5.58M -41,683 -23%
MYAM
248
Meiji Yasuda Asset Management
Japan
$17.9M -$7.28M -54,382 -28%
Axa
249
Axa
France
$17.7M -$6.62M -49,459 -27%
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$17.7M +$16.4M +122,276 +971%
8 9
10
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IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.