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2,375 hedge funds and large institutions have $71.7B invested in IBM in 2022 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,141 increasing their positions, 739 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more funds holding in top 10

Funds holding in top 10: 3167 (+36)

59% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 114

54% more repeat investments, than reductions

Existing positions increased: 1,141 | Existing positions reduced: 739

10% more capital invested

Capital invested by funds: $65.2B → $71.7B (+$6.56B)

2% more funds holding

Funds holding: 2,3382,375 (+37)

4% more call options, than puts

Call options by funds: $3.07B | Put options by funds: $2.94B

0.51% more ownership

Funds ownership: 56.13%56.65% (+0.51%)

Holders
2,375
Holders Change
+37
Holders Change %
+1.58%
% of All Funds
40.01%
Holding in Top 10
67
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+116.13%
% of All Funds
1.13%
New
181
Increased
1,141
Reduced
739
Closed
114
Calls
$3.07B
Puts
$2.94B
Net Calls
+$124M
Net Calls Change
-$810M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
401
TD Waterhouse Canada
Ontario, Canada
$7.73M +$1.61M +11,937 +31%
WIC
402
Wilkins Investment Counsel
Massachusetts
$7.68M -$101K -750 -1%
SBWIC
403
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.68M -$16.9K -125 -0.2%
NIA
404
NIA Impact Advisors
California
$7.66M -$446K -3,306 -6%
ONB
405
Old National Bancorp
Indiana
$7.65M +$2.3M +17,068 +46%
MLICM
406
Metropolitan Life Insurance Company (MetLife)
New York
$7.65M -$158K -1,169 -2%
SAM
407
Sompo Asset Management
Japan
$7.63M +$356K +2,640 +5%
WJWM
408
Williams Jones Wealth Management
New York
$7.59M +$1.85M +13,728 +34%
LW
409
Linscomb Wealth
Texas
$7.57M +$282K +2,089 +4%
MAM
410
Martingale Asset Management
Massachusetts
$7.51M +$7.18M +53,193 New
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$7.46M +$54K +400 +0.7%
Man Group
412
Man Group
United Kingdom
$7.37M -$12.6M -93,323 Closed
CCMD
413
Cypress Capital Management (Delaware)
Delaware
$7.36M -$77.6K -575 -1%
TAM
414
Tocqueville Asset Management
New York
$7.36M +$20.4K +151 +0.3%
CCM
415
Channing Capital Management
Illinois
$7.35M +$1.03M +7,605 +17%
V
416
Veritable
Delaware
$7.27M +$66.4K +492 +1%
BCM
417
Beddow Capital Management
Wyoming
$7.27M +$81K +600 +1%
LIM
418
Lathrop Investment Management
Arkansas
$7.24M -$79.2K -587 -1%
GIA
419
GHP Investment Advisors
Colorado
$7.23M +$711K +5,269 +11%
BCI
420
Brinker Capital Investments
Pennsylvania
$7.22M +$1.04M +7,715 +18%
AF
421
Alerus Financial
North Dakota
$7.21M -$1.11M -8,245 -14%
RI
422
RWWM Inc
California
$7.19M -$176K -1,304 -2%
SWP
423
Stratos Wealth Partners
Ohio
$7.13M -$72.9K -540 -1%
PWP
424
Principle Wealth Partners
Connecticut
$7.13M +$149K +1,107 +2%
BFA
425
Bragg Financial Advisors
North Carolina
$7.05M +$499K +3,700 +8%

IBM Hedge Fund Activity: Q2 2022 in Review

2,375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2022, worth a combined $71.7B — up 10% from $65.2B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new IBM positions and 114 closed out — a net gain of 67 holders — while 1,141 added to existing stakes and 739 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $498M. The largest seller was Aaron Wealth Advisors, cutting an estimated $450M.

  • 2,375 institutional investors held IBM (IBM) as of Q2 2022, up from 2,338 in Q1 2022.
  • Funds reported $71.7B of IBM stock for Q2 2022, up 10% quarter-over-quarter.
  • 181 funds opened new IBM positions in Q2 2022 and 114 closed out, a net change of +67 holders.
  • The largest IBM buyer in Q2 2022 was Morgan Stanley, an estimated $498M added.
  • The largest IBM seller in Q2 2022 was Aaron Wealth Advisors, an estimated $450M sold.

Based on aggregated 13F filings for Q2 2022.