IBM
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$345M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$272M |
| 3 |
Renaissance Technologies
New York
|
+$197M |
| 4 |
Millennium Management
New York
|
+$173M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.64B |
| 2 |
JP Morgan Chase
New York
|
-$810M |
| 3 |
Morgan Stanley
New York
|
-$365M |
| 4 |
Neuberger Berman Group
New York
|
-$138M |
| 5 |
BlackRock
New York
|
-$104M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCP
2526
Distillate Capital Partners
Chicago,
Illinois
| – | -$11.4K | -81 | Closed |
|
|
ACP
2527
Arcus Capital Partners
Atlanta,
Georgia
| – | -$10.6K | -75 | Closed |
|
|
AAMA
2528
Advanced Asset Management Advisors
Dublin,
Ohio
| – | -$7.89K | -56 | Closed |
|
|
RWM
2529
Ruedi Wealth Management
Champaign,
Illinois
| – | -$6.48K | -46 | Closed |
|
|
LWP
2530
Laurel Wealth Planning
Edina,
Minnesota
| – | -$6.34K | -45 | Closed |
|
|
MPCL
2531
My Personal CFO LLC
Vancouver,
Washington
| – | -$5.92K | -42 | Closed |
|
|
OIS
2532
Okabena Investment Services
Minneapolis,
Minnesota
| – | -$5.92K | -42 | Closed |
|
|
PWS
2533
Paragon Wealth Strategies
Jacksonville,
Florida
| – | -$5.32K | -38 | Closed |
|
|
RFS
2534
Retirement Financial Solutions
Knoxville,
Tennessee
| – | -$3.24K | -23 | Closed |
|
|
FIM
2535
FWL Investment Management
Dallas,
Texas
| – | -$2.11K | -15 | Closed |
|
2536
Parallax Volatility Advisers
San Francisco,
California
| – | -$1.74K | -13 | Closed |
|
|
AWA
2537
Artemis Wealth Advisors
New York
| – | -$423 | -3 | Closed |
|
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.