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IBM

2,433 hedge funds and large institutions have $76.8B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 932 increasing their positions, 909 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 92

24% more funds holding in top 10

Funds holding in top 10: 45 → 56 (+11)

22% more capital invested

Capital invested by funds: $62.7B → $76.8B (+$14.1B)

10% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.23B

6% more funds holding

Funds holding: 2,287 → 2,433 (+146)

1.1% more ownership

Funds ownership: 57.29% → 58.38% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 909

Holders
2,433
Holders Change
+146
Holders Change %
+6.38%
% of All Funds
39.1%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
280
Increased
932
Reduced
909
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$336M
Net Calls Change
-$479M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$425M
2
JP Morgan Chase
JP Morgan Chase
New York
+$391M
3
BlackRock
BlackRock
New York
+$335M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$163M
5
Goldman Sachs
Goldman Sachs
New York
+$152M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$406M
2
Norges Bank
Norges Bank
Norway
-$211M
3
LSV Asset Management
LSV Asset Management
Illinois
-$173M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$70.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
2476
Brown Advisory Securities
Maryland
– -$461K -3,852 Closed
TL
2477
Tradewinds LLC
North Carolina
– -$454K -3,822 Closed
APP
2478
Alpha Paradigm Partners
Illinois
– -$445K -3,745 Closed
CFMC
2479
Curbstone Financial Management Corp
New Hampshire
– -$437K -3,674 Closed
WLPWM
2480
Walled Lake Planning & Wealth Management
Illinois
– -$418K -3,516 Closed
Q
2481
QVR
California
– -$476K -3,454 Closed
THWM
2482
Taylor Hoffman Wealth Management
Virginia
– -$404K -3,398 Closed
MAM
2483
McLean Asset Management
Virginia
– -$360K -3,030 Closed
DA
2484
Doliver Advisors
Texas
– -$359K -3,021 Closed
BC
2485
Bridgefront Capital
Texas
– -$338K -2,849 Closed
MF
2486
Magnetar Financial
Illinois
– -$327K -2,749 Closed
DA
2487
DCM Advisors
New York
– -$314K -2,639 Closed
KCM
2488
Karp Capital Management
California
– -$298K -2,507 Closed
CPA
2489
Cardiff Park Advisors
California
– -$296K -2,490 Closed
GA
2490
Greytown Advisors
Florida
– -$286K -2,404 Closed
UBV
2491
United Bank (Virginia)
Virginia
– -$285K -2,396 Closed
BFWA
2492
Benchmark Financial Wealth Advisors
Florida
– -$274K -2,309 Closed
HA
2493
HFG Advisors
Ohio
– -$268K -2,259 Closed
SEIA
2494
Signature Estate & Investment Advisors
California
– -$259K -2,177 Closed
OTPPB
2495
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$258K -2,175 Closed
MTWM
2496
Masso Torrence Wealth Management
New Jersey
– -$248K -2,087 Closed
RCG
2497
Resource Consulting Group
Florida
– -$246K -2,068 Closed
SRC
2498
Samson Rock Capital
United Kingdom
– -$242K -2,037 Closed
AFS
2499
Axiom Financial Strategies
Indiana
– -$237K -1,998 Closed
PA
2500
Parkside Advisors
California
– -$234K -1,970 Closed
98 99
100
101 102

IBM Hedge Fund Activity: Q4 2022 in Review

2,433 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2022, worth a combined $76.8B — up 22% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new IBM positions and 92 closed out — a net gain of 188 holders — while 932 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $425M. The largest seller was Franklin Resources, cutting an estimated $406M.

  • 2,433 institutional investors held IBM (IBM) as of Q4 2022, up from 2,287 in Q3 2022.
  • Funds reported $76.8B of IBM stock for Q4 2022, up 22% quarter-over-quarter.
  • 280 funds opened new IBM positions in Q4 2022 and 92 closed out, a net change of +188 holders.
  • The largest IBM buyer in Q4 2022 was Morgan Stanley, an estimated $425M added.
  • The largest IBM seller in Q4 2022 was Franklin Resources, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2022.