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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
CB
401
Cadence Bank
Mississippi
$6.65M +$1.98M +15,105 +37%
CSIC
402
Clifford Swan Investment Counsel
California
$6.58M -$565K -4,306 -7%
LW
403
Linscomb Wealth
Texas
$6.58M +$230K +1,755 +3%
KCM
404
Kanawha Capital Management
Virginia
$6.55M -$2.89K -22 -0%
AAIM
405
American Assets Investment Management
California
$6.54M
Macquarie Group
406
Macquarie Group
Australia
$6.51M -$3.28M -24,990 -31%
HWM
407
HB Wealth Management
Georgia
$6.44M +$775K +5,904 +12%
SBWIC
408
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.44M -$20.9K -159 -0.3%
SCA
409
Snowden Capital Advisors
New York
$6.4M +$1.04M +7,936 +17%
CG
410
Colony Group
Massachusetts
$6.4M +$665K +5,065 +10%
SAM
411
Sompo Asset Management
Japan
$6.39M -$34.1K -260 -0.5%
MLICM
412
Metropolitan Life Insurance Company (MetLife)
New York
$6.39M -$52.9K -403 -0.7%
NIA
413
NIA Impact Advisors
California
$6.36M -$95.4K -727 -1%
BCI
414
Brinker Capital Investments
Pennsylvania
$6.29M +$234K +1,786 +3%
GIA
415
Guyasuta Investment Advisors
Pennsylvania
$6.29M +$598K +4,560 +9%
BCV
416
Banque Cantonale Vaudoise
Switzerland
$6.25M -$534K -4,070 -7%
IA
417
IFP Advisors
Florida
$6.23M +$1.62M +12,330 +56%
WJWM
418
Williams Jones Wealth Management
New York
$6.18M -$229K -1,747 -3%
BFA
419
Bragg Financial Advisors
North Carolina
$6.16M +$248K +1,892 +4%
TAIM
420
Te Ahumairangi Investment Management
New Zealand
$6.14M -$578K -4,405 -8%
BCM
421
Beddow Capital Management
Wyoming
$6.14M +$29.5K +225 +0.4%
CCMD
422
Cypress Capital Management (Delaware)
Delaware
$6.12M -$81K -617 -1%
Bessemer Group
423
Bessemer Group
New Jersey
$6.09M -$817K -6,228 -11%
SSA
424
Schonfeld Strategic Advisors
New York
$6.09M +$6.73M +51,253 New
TAM
425
Tocqueville Asset Management
New York
$6.08M -$124K -946 -2%

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.