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IBM

2,338 hedge funds and large institutions have $65.2B invested in IBM in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,070 increasing their positions, 803 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.89B | Put options by funds: $1.95B

33% more repeat investments, than reductions

Existing positions increased: 1,070 | Existing positions reduced: 803

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

9% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 141

0.08% more ownership

Funds ownership: 56.05% → 56.13% (+0.08%)

1% less funds holding

Funds holding: 2,351 → 2,338 (-13)

3% less capital invested

Capital invested by funds: $67B → $65.2B (-$1.88B)

Holders
2,338
Holders Change
-13
Holders Change %
-0.55%
% of All Funds
36.88%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
154
Increased
1,070
Reduced
803
Closed
141
Calls
$2.89B
Puts
$1.95B
Net Calls
+$934M
Net Calls Change
+$679M

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$435M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$189M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$152M
4
BlackRock
BlackRock
New York
+$149M
5
Charles Schwab
Charles Schwab
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$148M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$133M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
Morgan Stanley
Morgan Stanley
New York
-$115M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
676
Convergence Investment Partners
Florida
$2.71M +$44.9K +344 +2%
Fiera Capital (Canada)
677
Fiera Capital (Canada)
Quebec, Canada
$2.71M +$2.72M +20,825 New
RT
678
Rockland Trust
Massachusetts
$2.71M +$379K +2,907 +16%
CRIG
679
Charter Research & Investment Group
Connecticut
$2.7M -$17K -130 -0.6%
LCM
680
Laurion Capital Management
New York
$2.69M +$2.7M +20,685 New
AP
681
Advisor Partners
California
$2.68M -$95.9K -735 -3%
AIA
682
AIMZ Investment Advisors
California
$2.68M -$71.2K -546 -3%
ISL
683
Ingalls & Snyder LLC
New York
$2.68M -$74.9K -574 -3%
HH
684
Hilltop Holdings
Texas
$2.67M -$14.6K -112 -0.5%
JPMIA
685
J.P. Marvel Investment Advisors
Massachusetts
$2.66M -$144K -1,105 -5%
DBIA
686
Dumont & Blake Investment Advisors
New Jersey
$2.65M -$1.7K -13 -0.1%
MA
687
Montag & Associates
Georgia
$2.65M +$118K +908 +5%
SWM
688
Selective Wealth Management
Virginia
$2.65M -$254K -1,947 -9%
CIA
689
Citadel Investment Advisory
Ohio
$2.65M -$147K -1,127 -5%
GAMC
690
Garner Asset Management Corp
Texas
$2.62M -$4.7K -36 -0.2%
BI
691
Bramshill Investments
Florida
$2.62M +$572K +4,384 +28%
GPTE
692
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.62M +$167K +1,284 +7%
NSEDCP
693
NJ State Employees Deferred Compensation Plan
New Jersey
$2.6M – – –
VFG
694
V2 Financial group
Illinois
$2.6M -$1.14M -8,704 -30%
FNB
695
Farmers National Bank
Kentucky
$2.59M +$154K +1,178 +6%
PFPT
696
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.59M +$143K +1,094 +6%
KWM
697
Kingsview Wealth Management
Oregon
$2.58M +$237K +1,817 +10%
CAG
698
Crestwood Advisors Group
Massachusetts
$2.58M -$171K -1,310 -6%
DAS
699
Dynamic Advisor Solutions
Arizona
$2.57M +$837K +6,420 +48%
AWM
700
Altium Wealth Management
New York
$2.56M +$473K +3,626 +23%
26 27
28
29 30

IBM Hedge Fund Activity: Q1 2022 in Review

2,338 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2022, worth a combined $65.2B — down 2.8% from $67B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IBM positions and 141 closed out — a net gain of 13 holders — while 1,070 added to existing stakes and 803 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $435M. The largest seller was Barclays, cutting an estimated $148M.

  • 2,338 institutional investors held IBM (IBM) as of Q1 2022, down from 2,351 in Q4 2021.
  • Funds reported $65.2B of IBM stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 154 funds opened new IBM positions in Q1 2022 and 141 closed out, a net change of +13 holders.
  • The largest IBM buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $435M added.
  • The largest IBM seller in Q1 2022 was Barclays, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2022.