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IBM

2,433 hedge funds and large institutions have $76.8B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 932 increasing their positions, 909 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 92

24% more funds holding in top 10

Funds holding in top 10: 45 → 56 (+11)

22% more capital invested

Capital invested by funds: $62.7B → $76.8B (+$14.1B)

10% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.23B

6% more funds holding

Funds holding: 2,287 → 2,433 (+146)

1.1% more ownership

Funds ownership: 57.29% → 58.38% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 909

Holders
2,433
Holders Change
+146
Holders Change %
+6.38%
% of All Funds
39.1%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
280
Increased
932
Reduced
909
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$336M
Net Calls Change
-$479M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$425M
2
JP Morgan Chase
JP Morgan Chase
New York
+$391M
3
BlackRock
BlackRock
New York
+$335M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$163M
5
Goldman Sachs
Goldman Sachs
New York
+$152M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$406M
2
Norges Bank
Norges Bank
Norway
-$211M
3
LSV Asset Management
LSV Asset Management
Illinois
-$173M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$70.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
701
Pathway Financial Advisers
Indiana
$2.92M +$2.86M +20,743 New
GT
702
Greenleaf Trust
Michigan
$2.91M +$184K +1,332 +7%
PCA
703
Providence Capital Advisors
North Carolina
$2.91M -$11.4K -83 -0.4%
AF
704
Allworth Financial
California
$2.89M -$89.4K -648 -3%
CRIG
705
Charter Research & Investment Group
Connecticut
$2.89M -$8.83K -64 -0.3%
SFG
706
Socha Financial Group
New York
$2.88M – – –
IWC
707
Integrated Wealth Concepts
Massachusetts
$2.87M +$660K +4,787 +31%
IA
708
IFG Advisory
Georgia
$2.87M -$26.6K -193 -0.9%
SPW
709
Surience Private Wealth
Washington
$2.86M -$1.02M -7,412 -27%
PAS
710
Park Avenue Securities
New York
$2.86M +$220K +1,596 +9%
HA
711
Herold Advisors
New York
$2.86M +$76.8K +557 +3%
BAM
712
Belpointe Asset Management
Nevada
$2.86M -$678K -4,918 -20%
JPMIA
713
J.P. Marvel Investment Advisors
Massachusetts
$2.84M – – –
PCMK
714
Paragon Capital Management (Kansas)
Kansas
$2.84M -$31.4K -228 -1%
NLP
715
Next Level Private
New York
$2.84M +$110K +798 +4%
GPTE
716
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.83M – – –
AIA
717
AIMZ Investment Advisors
California
$2.82M -$66.3K -481 -2%
ISL
718
Ingalls & Snyder LLC
New York
$2.82M -$60.7K -440 -2%
NSEDCP
719
NJ State Employees Deferred Compensation Plan
New Jersey
$2.82M – – –
RWMG
720
Redwood Wealth Management Group
New Jersey
$2.81M +$2.75M +19,957 New
SIA
721
SeaBridge Investment Advisors
New Jersey
$2.81M -$249K -1,806 -8%
PCTC
722
Perkins Coie Trust Company
Washington
$2.8M +$59.7K +433 +2%
AG
723
AIA Group
Hong Kong
$2.8M +$751K +5,444 +38%
GAMC
724
Garner Asset Management Corp
Texas
$2.79M -$828 -6 -0%
WP
725
Westmount Partners
California
$2.78M +$2.73M +19,763 New
27 28
29
30 31

IBM Hedge Fund Activity: Q4 2022 in Review

2,433 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2022, worth a combined $76.8B — up 22% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new IBM positions and 92 closed out — a net gain of 188 holders — while 932 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $425M. The largest seller was Franklin Resources, cutting an estimated $406M.

  • 2,433 institutional investors held IBM (IBM) as of Q4 2022, up from 2,287 in Q3 2022.
  • Funds reported $76.8B of IBM stock for Q4 2022, up 22% quarter-over-quarter.
  • 280 funds opened new IBM positions in Q4 2022 and 92 closed out, a net change of +188 holders.
  • The largest IBM buyer in Q4 2022 was Morgan Stanley, an estimated $425M added.
  • The largest IBM seller in Q4 2022 was Franklin Resources, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2022.