IBM
IBM
2,679 hedge funds and large institutions have $90.8B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 975 increasing their positions, 1,055 reducing their positions, and 89 closing their positions.
284% more first-time investments, than exits
New positions opened: 342 | Existing positions closed: 89
26% more funds holding in top 10
Funds holding in top 10: 53 → 67 (+14)
22% more capital invested
Capital invested by funds: $74.5B → $90.8B (+$16.3B)
13% more call options, than puts
Call options by funds: $2.78B | Put options by funds: $2.46B
9% more funds holding
Funds holding: 2,461 → 2,679 (+218)
2.6% more ownership
Funds ownership: 58.3% → 60.9% (+2.6%)
8% less repeat investments, than reductions
Existing positions increased: 975 | Existing positions reduced: 1,055
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.01B |
| 2 |
BlackRock
New York
|
+$344M |
| 3 |
Renaissance Technologies
New York
|
+$197M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$187M |
| 5 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$317M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$137M |
| 4 |
Two Sigma Investments
New York
|
-$89.6M |
| 5 |
Two Sigma Advisers
New York
|
-$83.6M |
IBM Hedge Fund Activity: Q4 2023 in Review
2,679 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $90.8B — up 22% from $74.5B a quarter earlier.
Buyers outnumbered sellers: 342 funds opened new IBM positions and 89 closed out — a net gain of 253 holders — while 975 added to existing stakes and 1,055 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.01B. The largest seller was Norges Bank, cutting an estimated $317M.
- 2,679 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
- Funds reported $90.8B of IBM stock for Q4 2023, up 22% quarter-over-quarter.
- 342 funds opened new IBM positions in Q4 2023 and 89 closed out, a net change of +253 holders.
- The largest IBM buyer in Q4 2023 was Morgan Stanley, an estimated $2.01B added.
- The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.
Based on aggregated 13F filings for Q4 2023.