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IBM
IBM

2,423 hedge funds and large institutions have $69.7B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 994 increasing their positions, 942 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $2.3B | Put options by funds: $1.55B

47% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 108

1% more funds holding

Funds holding: 2,393 → 2,423 (+30)

6% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 942

3% more capital invested

Capital invested by funds: $67.6B → $69.7B (+$2.12B)

0.38% more ownership

Funds ownership: 57.28% → 57.66% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 47 → 44 (-3)

Holders
2,423
Holders Change
+30
Holders Change %
+1.25%
% of All Funds
38.04%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
159
Increased
994
Reduced
942
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$321M
2
Franklin Resources
Franklin Resources
California
+$249M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
Lazard Asset Management
Lazard Asset Management
New York
+$119M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$410M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
3
Goldman Sachs
Goldman Sachs
New York
-$204M
4
Millennium Management
Millennium Management
New York
-$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$99.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
701
Socha Financial Group
New York
$2.88M +$144K +1,112 +5%
EFS
702
Econ Financial Services
Pennsylvania
$2.88M +$17.7K +137 +0.6%
PFS
703
Prospera Financial Services
Texas
$2.88M +$40.4K +313 +1%
PAS
704
Park Avenue Securities
New York
$2.87M +$48.5K +376 +2%
DMBA
705
Deseret Mutual Benefit Administrators
Utah
$2.86M +$98.5K +763 +4%
HI
706
Horizon Investments
North Carolina
$2.85M +$166K +1,288 +6%
GF
707
Gries Financial
Ohio
$2.85M +$14.7K +114 +0.5%
GW
708
GW & Wade
Massachusetts
$2.84M +$4.65K +36 +0.2%
PA
709
Parallel Advisors
California
$2.84M -$16K -124 -0.6%
HA
710
Herold Advisors
New York
$2.84M +$68K +527 +3%
JHCP
711
Jackson Hole Capital Partners
Oklahoma
$2.84M -$71.6K -555 -3%
BI
712
Bramshill Investments
Florida
$2.83M -$28.6K -222 -1%
PCTC
713
Perkins Coie Trust Company
Washington
$2.83M +$45.2K +350 +2%
PA
714
Profund Advisors
Maryland
$2.83M +$573K +4,442 +27%
LJHT
715
Laurie J. Hall Trustee
$2.8M +$331K +2,565 +14%
AIMCA
716
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.8M – – –
MA
717
Montag & Associates
Georgia
$2.79M – – –
KFP
718
KMG Fiduciary Partners
Ohio
$2.79M +$17K +132 +0.6%
SA
719
Strategic Advisors
New York
$2.78M – – –
WP
720
Westmount Partners
California
$2.78M +$122K +944 +5%
RWMG
721
Redwood Wealth Management Group
New Jersey
$2.78M +$43.8K +339 +2%
CRIG
722
Charter Research & Investment Group
Connecticut
$2.76M -$20.5K -159 -0.8%
NLP
723
Next Level Private
New York
$2.76M +$71.5K +554 +3%
GLA
724
Great Lakes Advisors
Illinois
$2.75M -$5.25M -40,701 -66%
WI
725
WBI Investments
New Jersey
$2.73M -$117K -908 -4%
27 28
29
30 31

IBM Hedge Fund Activity: Q2 2023 in Review

2,423 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2023, worth a combined $69.7B — up 3.1% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IBM positions and 108 closed out — a net gain of 51 holders — while 994 added to existing stakes and 942 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Arrowstreet Capital, cutting an estimated $410M.

  • 2,423 institutional investors held IBM (IBM) as of Q2 2023, up from 2,393 in Q1 2023.
  • Funds reported $69.7B of IBM stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 159 funds opened new IBM positions in Q2 2023 and 108 closed out, a net change of +51 holders.
  • The largest IBM buyer in Q2 2023 was BlackRock, an estimated $321M added.
  • The largest IBM seller in Q2 2023 was Arrowstreet Capital, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.