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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
UH
301
Unigestion Holding
Switzerland
$10.5M -$231K -1,760 -2%
ATC
302
Argent Trust Co
Tennessee
$10.5M +$889K +6,774 +8%
CA
303
Cetera Advisors
Colorado
$10.4M -$1.04M -7,926 -8%
HPC
304
HM Payson & Co
Maine
$10.4M -$203K -1,548 -2%
ASN
305
Advisory Services Network
Georgia
$10.3M +$885K +6,741 +8%
SW
306
SteelPeak Wealth
California
$10.3M -$326K -2,483 -3%
AAA
307
Adams Asset Advisors
Texas
$10.3M -$259K -1,971 -2%
CFB
308
Cullen/Frost Bankers
Texas
$10.2M +$557K +4,248 +5%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$10.2M +$11.3M +85,818 New
SGK
310
Steigerwald Gordon & Koch
Virginia
$9.71M +$518K +3,948 +5%
ECM
311
Estabrook Capital Management
New York
$9.65M -$112K -852 -1%
JMFC
312
J.M. Forbes & Co
Massachusetts
$9.64M +$134K +1,021 +1%
CIC
313
Canal Insurance Company
South Carolina
$9.62M
HAI
314
Hennessy Advisors Inc
California
$9.6M +$52.5K +400 +0.5%
MS
315
Maven Securities
Jersey
$9.59M +$10.6M +80,722 New
FLPIM
316
F.L. Putnam Investment Management
Massachusetts
$9.53M +$214K +1,633 +2%
VanEck Associates
317
VanEck Associates
New York
$9.49M +$4.62M +35,168 +79%
GHAM
318
Gilman Hill Asset Management
Connecticut
$9.35M +$340K +2,590 +3%
AIM
319
Achmea Investment Management
Netherlands
$9.33M +$1.54M +11,735 +18%
QC
320
Quadrature Capital
United Kingdom
$9.3M +$10.3M +78,198 New
WF
321
Welch & Forbes
Massachusetts
$9.29M +$121K +923 +1%
JC
322
Jacobs & Co
California
$9.25M +$279K +2,124 +3%
RCYC
323
Richard C. Young & Co
Rhode Island
$9.2M -$19.7K -150 -0.2%
TC
324
TownSquare Capital
Utah
$9.19M +$162K +1,233 +2%
GG
325
Gofen & Glossberg
Illinois
$9.02M +$28.2K +215 +0.3%

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.