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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
ATIA
551
American Trust Investment Advisors
New Hampshire
$4M +$11.8K +90 +0.3%
NMIMC
552
Northwestern Mutual Investment Management Company
Wisconsin
$3.98M -$749K -5,705 -15%
GF
553
Gabelli Funds
New York
$3.96M -$157K -1,200 -3%
GIA
554
Gladstone Institutional Advisory
Florida
$3.95M +$2.23M +17,002 +105%
IC
555
IEQ Capital
California
$3.95M +$1.44M +10,980 +49%
VPIM
556
Vanguard Personalized Indexing Management
California
$3.93M -$513K -3,907 -11%
CNC
557
Canandaigua National Corp
New York
$3.91M +$652K +4,971 +18%
PAM
558
Panagora Asset Management
Massachusetts
$3.9M -$27.5M -209,186 -86%
VRM
559
Vectors Research Management
New York
$3.9M -$1.05M -8,004 -20%
DAS
560
Dynamic Advisor Solutions
Arizona
$3.88M +$1.25M +9,495 +41%
KRSITF
561
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.85M +$215K +1,638 +5%
FB
562
Fulton Bank
Pennsylvania
$3.84M -$67.8K -517 -2%
CBTWT
563
Community Bank & Trust (Waco, Texas)
Texas
$3.84M +$48.2K +367 +1%
FCBT
564
First Citizens Bank & Trust
North Carolina
$3.81M +$848K +6,459 +25%
KL
565
KWMG LLC
Kansas
$3.81M +$142K +1,079 +3%
GCM
566
Garland Capital Management
Washington
$3.79M +$237K +1,805 +6%
AAF
567
Andra AP-fonden
Sweden
$3.79M -$1.82M -13,900 -30%
Luther King Capital Management (LKCM)
568
Luther King Capital Management (LKCM)
Texas
$3.79M +$248K +1,886 +6%
VWM
569
Valley Wealth Managers
New Jersey
$3.78M +$173K +1,318 +4%
BFS
570
Bard Financial Services
Connecticut
$3.77M +$108K +825 +3%
AAM
571
AR Asset Management
California
$3.74M +$367K +2,800 +10%
MWM
572
Meridian Wealth Management
Kentucky
$3.74M +$1.07M +8,161 +35%
BBA
573
BLB&B Advisors
Pennsylvania
$3.71M -$58.7K -447 -1%
MMM
574
Mendel Money Management
Illinois
$3.68M +$611K +4,653 +18%
RP
575
Rice Partnership
Hawaii
$3.67M +$1.48M +11,265 +57%

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.