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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
JCM
626
Jacobi Capital Management
Pennsylvania
$3.53M +$243K +1,816 +7%
KCPG
627
Kavar Capital Partners Group
Kansas
$3.52M -$155K -1,160 -4%
API
628
Advisor Partners II
California
$3.52M -$317K -2,369 -8%
IA
629
IFP Advisors
Florida
$3.49M -$1.74M -12,978 -41%
FIA
630
Foundations Investment Advisors
Arizona
$3.48M +$1.03M +7,692 +41%
SFS
631
Sowell Financial Services
Arkansas
$3.48M -$829K -6,193 -19%
TCM
632
Twin Capital Management
Pennsylvania
$3.48M -$435K -3,249 -11%
HKIM
633
Hayek Kallen Investment Management
Alabama
$3.48M +$146K +1,088 +4%
SWMG
634
Signature Wealth Management Group
Georgia
$3.47M +$68.2K +510 +2%
CIAS
635
Capital Investment Advisory Services
North Carolina
$3.44M -$159K -1,192 -4%
WSC
636
Wellington Shields & Co
New York
$3.41M +$124K +928 +4%
ADL
637
Asset Dedication LLC
California
$3.4M +$18.3K +137 +0.5%
ACG
638
Allen Capital Group
Nebraska
$3.38M +$3.45M +25,818 New
SC
639
SouthState Corp
Florida
$3.35M +$165K +1,230 +5%
FNT
640
First Nebraska Trust
Nebraska
$3.35M -$35.6K -266 -1%
CAM
641
Cubic Asset Management
Massachusetts
$3.3M -$38.1K -285 -1%
1832 Asset Management
642
1832 Asset Management
Ontario, Canada
$3.29M +$3.35M +25,070 New
EF
643
Empirical Finance
Pennsylvania
$3.28M +$171K +1,276 +5%
BB
644
Busey Bank
Illinois
$3.28M +$67.3K +503 +2%
CAM
645
Cresset Asset Management
Illinois
$3.28M -$227K -1,695 -6%
AssetMark Inc
646
AssetMark Inc
California
$3.27M +$386K +2,887 +13%
BWA
647
BDO Wealth Advisors
Florida
$3.26M -$410K -3,062 -11%
HT
648
HAP Trading
New York
$3.25M +$3.31M +24,754 New
ACM
649
Altrius Capital Management
North Carolina
$3.23M +$117K +876 +4%
WCM
650
Windward Capital Management
California
$3.22M +$11.2K +84 +0.3%
24 25
26
27 28

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.