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IBM
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
WWMSC
701
Wagner Wealth Management (South Carolina)
South Carolina
$2.55M +$11.5K +88 +0.5%
PCA
702
Providence Capital Advisors
North Carolina
$2.55M -$4.16M -31,929 -62%
FM
703
Foster & Motley
Ohio
$2.54M +$2.22K +17 +0.1%
ST
704
Smithfield Trust
Pennsylvania
$2.52M +$2.74K +21 +0.1%
PP
705
Paloma Partners
Connecticut
$2.52M -$1.75M -13,390 -41%
SLI
706
Sumitomo Life Insurance
Japan
$2.51M -$110K -845 -4%
NAM
707
NTV Asset Management
West Virginia
$2.5M +$13.4K +103 +0.5%
PCTC
708
Perkins Coie Trust Company
Washington
$2.5M +$177K +1,354 +8%
ADL
709
Asset Dedication LLC
California
$2.5M -$25.4K -195 -1%
LWAC
710
Laurel Wealth Advisors (California)
California
$2.48M -$19.7K -151 -0.8%
VFM
711
Viking Fund Management
North Dakota
$2.47M – – –
ACG
712
Allen Capital Group
Nebraska
$2.46M +$106K +816 +4%
RGI
713
River Global Investors
United Kingdom
$2.45M -$563K -4,320 -19%
ANTB
714
AMG National Trust Bank
Colorado
$2.43M -$82.2K -630 -3%
MFS
715
Mirabella Financial Services
United Kingdom
$2.42M +$4.01M +30,731 New
OAJ
716
Ogorek Anthony Joseph
New York
$2.42M +$797K +6,111 +49%
Lido Advisors
717
Lido Advisors
California
$2.42M -$14.1M -108,168 -85%
TS
718
Third Security
Virginia
$2.4M -$717K -5,500 -23%
CSPAM
719
Cary Street Partners Asset Management
Virginia
$2.4M +$70.7K +542 +3%
MA
720
Mutual Advisors
Nebraska
$2.4M -$102K -783 -4%
KFP
721
KMG Fiduciary Partners
Ohio
$2.39M -$639K -4,899 -21%
HA
722
Herold Advisors
New York
$2.38M +$111K +848 +5%
AHB
723
Abner Herrman & Brock
New Jersey
$2.36M +$426K +3,270 +22%
JHCP
724
Jackson Hole Capital Partners
Oklahoma
$2.36M +$260K +1,996 +12%
RHAM
725
Round Hill Asset Management
California
$2.35M – – –
27 28
29
30 31

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.