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IBM

2,433 hedge funds and large institutions have $76.8B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 932 increasing their positions, 909 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 92

24% more funds holding in top 10

Funds holding in top 10: 45 → 56 (+11)

22% more capital invested

Capital invested by funds: $62.7B → $76.8B (+$14.1B)

10% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.23B

6% more funds holding

Funds holding: 2,287 → 2,433 (+146)

1.1% more ownership

Funds ownership: 57.29% → 58.38% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 909

Holders
2,433
Holders Change
+146
Holders Change %
+6.38%
% of All Funds
39.1%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
280
Increased
932
Reduced
909
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$336M
Net Calls Change
-$479M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$425M
2
JP Morgan Chase
JP Morgan Chase
New York
+$391M
3
BlackRock
BlackRock
New York
+$335M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$163M
5
Goldman Sachs
Goldman Sachs
New York
+$152M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$406M
2
Norges Bank
Norges Bank
Norway
-$211M
3
LSV Asset Management
LSV Asset Management
Illinois
-$173M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$70.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$467M -$28.7M -207,937 -6%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$429M -$1.77M -12,859 -0.4%
UBS Group
28
UBS Group
Switzerland
$425M +$26.9M +194,685 +7%
CS
29
Credit Suisse
Switzerland
$362M +$25.8M +186,971 +8%
Deutsche Bank
30
Deutsche Bank
Germany
$360M -$31.3M -226,864 -8%
Barclays
31
Barclays
United Kingdom
$334M +$102M +741,604 +46%
LSV Asset Management
32
LSV Asset Management
Illinois
$317M -$173M -1,256,381 -36%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$293M +$104M +757,381 +57%
Stifel Financial
34
Stifel Financial
Missouri
$258M -$456K -3,304 -0.2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$245M +$8.57M +62,106 +4%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$219M +$3.59M +26,049 +2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$219M +$171K +1,243 +0.1%
ProShare Advisors
38
ProShare Advisors
Maryland
$218M +$1.43M +10,337 +0.7%
EIP
39
Epoch Investment Partners
New York
$215M -$5.27M -38,201 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$211M +$24.7M +178,721 +15%
DZ Bank
41
DZ Bank
Germany
$203M -$2.57M -18,610 -1%
National Pension Service
42
National Pension Service
South Korea
$197M +$3.66M +26,518 +2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$194M +$148M +1,074,149 +353%
RJA
44
Raymond James & Associates
Florida
$190M +$6.5M +47,157 +4%
APG Asset Management
45
APG Asset Management
Netherlands
$186M +$121M +879,511 +199%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$179M +$260K +1,882 +0.1%
HighTower Advisors
47
HighTower Advisors
Illinois
$173M +$17.6M +127,477 +12%
Victory Capital Management
48
Victory Capital Management
Texas
$171M +$5.61M +40,641 +3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$169M -$4.58M -33,217 -3%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$168M +$2.33M +16,911 +1%
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IBM Hedge Fund Activity: Q4 2022 in Review

2,433 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2022, worth a combined $76.8B — up 22% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new IBM positions and 92 closed out — a net gain of 188 holders — while 932 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $425M. The largest seller was Franklin Resources, cutting an estimated $406M.

  • 2,433 institutional investors held IBM (IBM) as of Q4 2022, up from 2,287 in Q3 2022.
  • Funds reported $76.8B of IBM stock for Q4 2022, up 22% quarter-over-quarter.
  • 280 funds opened new IBM positions in Q4 2022 and 92 closed out, a net change of +188 holders.
  • The largest IBM buyer in Q4 2022 was Morgan Stanley, an estimated $425M added.
  • The largest IBM seller in Q4 2022 was Franklin Resources, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2022.