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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
N
26
Nuveen
North Carolina
$444M -$80.6M -614,061 -14%
First Trust Advisors
27
First Trust Advisors
Illinois
$418M -$31.6M -241,170 -6%
LSV Asset Management
28
LSV Asset Management
Illinois
$416M +$4.37M +33,300 +1%
Franklin Resources
29
Franklin Resources
California
$416M -$67.7M -516,186 -13%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$363M +$1.45M +11,081 +0.4%
UBS Group
31
UBS Group
Switzerland
$335M -$4.24M -32,305 -1%
Deutsche Bank
32
Deutsche Bank
Germany
$330M -$39.1M -298,244 -10%
CS
33
Credit Suisse
Switzerland
$283M +$4.57M +34,786 +1%
Stifel Financial
34
Stifel Financial
Missouri
$218M +$2.66M +20,275 +1%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$199M +$7.62M +58,028 +4%
Barclays
36
Barclays
United Kingdom
$194M +$98M +746,646 +85%
EIP
37
Epoch Investment Partners
New York
$186M +$291K +2,218 +0.1%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$184M -$8.2M -62,501 -4%
ProShare Advisors
39
ProShare Advisors
Maryland
$183M +$1.48M +11,275 +0.7%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$181M -$2.15M -16,413 -1%
DZ Bank
41
DZ Bank
Germany
$174M +$11.5M +87,254 +6%
National Pension Service
42
National Pension Service
South Korea
$167M +$4.17M +31,783 +2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$160M +$28.9M +219,986 +20%
RJA
44
Raymond James & Associates
Florida
$155M +$1.67M +12,725 +1%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$151M -$1.7M -12,947 -1%
Prudential Financial
46
Prudential Financial
New Jersey
$151M +$36.7M +279,596 +29%
Citigroup
47
Citigroup
New York
$150M +$25.9M +197,473 +19%
AllianceBernstein
48
AllianceBernstein
Tennessee
$146M -$118K -902 -0.1%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$139M +$161K +1,228 +0.1%
Victory Capital Management
50
Victory Capital Management
Texas
$139M +$3.45M +26,316 +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.