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IBM
IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$470M -$11.1M -82,600 -2%
UBS Group
27
UBS Group
Switzerland
$446M +$51.2M +382,570 +13%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$392M -$7.45M -55,669 -2%
Deutsche Bank
29
Deutsche Bank
Germany
$390M +$57.1M +426,938 +17%
CS
30
Credit Suisse
Switzerland
$331M -$6.1M -45,605 -2%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$287M +$14.7M +110,219 +5%
LSV Asset Management
32
LSV Asset Management
Illinois
$255M -$40.9M -305,480 -14%
Stifel Financial
33
Stifel Financial
Missouri
$241M +$1.04M +7,778 +0.4%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$233M +$5.88M +43,978 +3%
Barclays
35
Barclays
United Kingdom
$219M -$93.4M -698,422 -29%
DZ Bank
36
DZ Bank
Germany
$211M +$22.9M +171,160 +12%
ProShare Advisors
37
ProShare Advisors
Maryland
$204M +$1.05M +7,829 +0.5%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$202M -$1.87M -14,009 -0.9%
EIP
39
Epoch Investment Partners
New York
$200M +$46K +344 +0%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$197M +$68.3M +510,510 +51%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$194M -$10.1M -75,149 -5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$194M +$2.59M +19,381 +1%
Renaissance Technologies
43
Renaissance Technologies
New York
$193M +$197M +1,470,900 New
National Pension Service
44
National Pension Service
South Korea
$184M +$3.01M +22,513 +2%
Prudential Financial
45
Prudential Financial
New Jersey
$179M +$29.8M +222,660 +21%
HighTower Advisors
46
HighTower Advisors
Illinois
$175M +$14.2M +106,012 +9%
RJA
47
Raymond James & Associates
Florida
$174M -$2.62M -19,563 -1%
Millennium Management
48
Millennium Management
New York
$171M +$173M +1,289,626 +10,125%
Victory Capital Management
49
Victory Capital Management
Texas
$165M +$6.82M +50,966 +4%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$163M -$3.52M -26,335 -2%
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IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.