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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
RFC
326
Regions Financial Corp
Alabama
$9.02M +$16.8K +128 +0.2%
RIA
327
RPG Investment Advisory
California
$9M +$8.53K +65 +0.1%
BF
328
BOK Financial
Oklahoma
$8.96M +$2.64M +20,079 +36%
SIMG
329
Sonora Investment Management Group
Arizona
$8.92M
SF
330
Synovus Financial
Georgia
$8.85M +$800K +6,096 +9%
SWM
331
Stockman Wealth Management
Montana
$8.78M +$1.56M +11,855 +19%
SAM
332
Securian Asset Management
Minnesota
$8.74M +$97.4K +742 +1%
MDCM
333
Morgan Dempsey Capital Management
Wisconsin
$8.7M -$4.59K -35 -0%
SIS
334
Sound Income Strategies
Florida
$8.68M +$927K +7,060 +11%
RCM
335
Radnor Capital Management
Pennsylvania
$8.64M +$1.52M +11,616 +19%
BWL
336
Bogart Wealth LLC
Virginia
$8.61M +$1.42M +10,809 +18%
DP
337
Dearborn Partners
Illinois
$8.59M +$41.5K +316 +0.4%
LIP
338
Liontrust Investment Partners
United Kingdom
$8.58M -$1.68M -12,800 -15%
CGH
339
Crossmark Global Holdings
Texas
$8.57M +$995K +7,585 +12%
CCB
340
Country Club Bank
Missouri
$8.54M -$159K -1,213 -2%
T
341
TOBAM
France
$8.53M +$8.69M +66,185 +1,179%
VF
342
Vest Financial
Virginia
$8.41M +$332K +2,530 +4%
KRS
343
Kentucky Retirement Systems
Kentucky
$8.4M +$518K +3,944 +6%
WPC
344
Waters Parkerson & Co
Louisiana
$8.27M -$441K -3,361 -5%
IMRF
345
Illinois Municipal Retirement Fund
Illinois
$8.25M
CFC
346
Cincinnati Financial Corp
Ohio
$8.2M -$13.3M -101,000 -59%
SI
347
Stephens Inc
Arkansas
$8.18M +$215K +1,636 +2%
TAF
348
Tredje AP-fonden
Sweden
$8.16M -$3.61M -27,493 -29%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.12M -$2.35M -17,913 -21%
SCM
350
Shelton Capital Management
Colorado
$8.12M -$842K -6,415 -9%

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.