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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
LCS
276
Levin Capital Strategies
New York
$12.6M +$223K +1,697 +2%
AL
277
Arnhold LLC
New York
$12.5M -$7.07M -53,900 -34%
ARMC
278
American Research & Management Company
Massachusetts
$12.5M -$472K -3,600 -3%
CNB
279
Czech National Bank
Czech Republic
$12.5M +$13.8M +104,954 New
TNBTD
280
Trustmark National Bank Trust Department
Mississippi
$12.5M +$141K +1,072 +1%
KA
281
KLCM Advisors
Wisconsin
$12.4M +$250K +1,906 +2%
PAM
282
Palisade Asset Management
Minnesota
$12.3M +$191K +1,454 +1%
IIM
283
Intact Investment Management
Quebec, Canada
$12.2M -$577K -4,400 -4%
PCM
284
Parsons Capital Management
Rhode Island
$12M +$5.75M +43,777 +76%
TF
285
TIAA FSB
Florida
$11.8M -$716K -5,457 -5%
BPA
286
Beacon Pointe Advisors
California
$11.8M +$957K +7,292 +8%
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
$11.8M +$10.1M +77,227 +353%
WB
288
WesBanco Bank
West Virginia
$11.7M -$713K -5,432 -5%
PFO
289
Pathstone Family Office
New Jersey
$11.6M +$7.41M +56,437 +139%
EWA
290
Exencial Wealth Advisors
Oklahoma
$11.5M -$477K -3,633 -4%
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$1.35M +10,298 +12%
BRWA
292
B. Riley Wealth Advisors
Florida
$11.3M +$2.2M +16,780 +21%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M +$112K +854 +0.9%
CWM
294
CIBC World Markets
New York
$11.2M -$4.37M -33,316 -26%
PA
295
Pinnacle Associates
New York
$11M +$369K +2,810 +3%
Wellington Management Group
296
Wellington Management Group
Massachusetts
$10.8M -$30.5M -232,365 -72%
BCM
297
Brookstone Capital Management
Illinois
$10.6M -$599K -4,564 -5%
BCIM
298
British Columbia Investment Management
British Columbia, Canada
$10.6M -$2.02M -15,425 -15%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$10.6M -$779K -5,933 -6%
NB
300
Norinchukin Bank
Japan
$10.5M +$855K +6,515 +8%

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.