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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
ONB
476
Old National Bancorp
Indiana
$4.86M -$1.74M -13,270 -24%
RBC
477
Romano Brothers & Co
Illinois
$4.84M +$5.35M +40,736 New
Balyasny Asset Management
478
Balyasny Asset Management
Illinois
$4.83M +$2.52M +19,205 +90%
RWA
479
Ropes Wealth Advisors
Massachusetts
$4.82M +$253K +1,925 +5%
VAS
480
Valicenti Advisory Services
New York
$4.8M -$96.5K -735 -2%
PSP
481
Principal Street Partners
Tennessee
$4.8M -$499K -3,803 -9%
BFG
482
Berger Financial Group
Minnesota
$4.74M +$278K +2,117 +6%
AMBIA
483
Allen Mooney & Barnes Investment Advisors
Georgia
$4.74M +$181K +1,383 +4%
VF
484
Virtu Financial
New York
$4.74M +$5.23M +39,867 New
WTFG
485
Wells Trecaso Financial Group
Ohio
$4.72M +$69K +526 +1%
AAS
486
Avantax Advisory Services
Texas
$4.7M +$409K +3,115 +9%
NA
487
NewEdge Advisors
Louisiana
$4.7M -$677K -5,160 -12%
RB
488
Rodgers Brothers
Pennsylvania
$4.69M -$72.2K -550 -1%
AC
489
Allstate Corporation
Illinois
$4.69M -$20.3K -155 -0.4%
MCM
490
Maryland Capital Management
Maryland
$4.65M +$1.31M +9,946 +34%
EOJOAM
491
E. Ohman J:or Asset Management
Sweden
$4.65M -$131K -1,000 -2%
CCIA
492
Cherry Creek Investment Advisors
Colorado
$4.64M +$397K +3,022 +8%
MFA
493
Mayflower Financial Advisors
Massachusetts
$4.63M -$7.22K -55 -0.1%
SWM
494
SeaCrest Wealth Management
New York
$4.62M -$1.03M -7,860 -17%
SG Americas Securities
495
SG Americas Securities
New York
$4.62M -$1.16M -8,845 -19%
IMC Chicago
496
IMC Chicago
Illinois
$4.6M +$5.08M +38,731 New
BIA
497
Barry Investment Advisors
Massachusetts
$4.6M -$144K -1,100 -3%
CCMINC
498
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.59M +$90.6K +690 +2%
CAM
499
Columbia Asset Management
Michigan
$4.59M +$186K +1,418 +4%
FTC
500
Farmers Trust Company
Ohio
$4.58M +$589K +4,485 +13%

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.