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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$131M -$2.04M -15,517 -1%
HighTower Advisors
52
HighTower Advisors
Illinois
$131M -$3.2M -24,415 -2%
Swedbank
53
Swedbank
Sweden
$130M +$1.78M +13,563 +1%
EVM
54
Eaton Vance Management
Massachusetts
$130M -$1.5M -11,437 -1%
FWIA
55
Fort Washington Investment Advisors
Ohio
$126M -$11.8M -90,273 -8%
DekaBank Deutsche Girozentrale
56
DekaBank Deutsche Girozentrale
Germany
$122M +$9.44M +71,948 +8%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$121M +$64.4K +491 +0%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$120M -$1.22M -9,282 -0.9%
SAM
59
Storebrand Asset Management
Norway
$120M +$3.54M +26,990 +3%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$117M -$9.66M -73,573 -7%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$116M -$3.56M -27,128 -3%
Canada Life
62
Canada Life
Manitoba, Canada
$115M -$596K -4,538 -0.5%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$113M +$3.52M +26,819 +3%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$111M +$9.98M +76,059 +9%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$111M -$1.86M -14,145 -1%
LPL Financial
66
LPL Financial
California
$104M +$9.67M +73,708 +9%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$93.2M +$1.24M +9,412 +1%
CIC
68
Crawford Investment Counsel
Georgia
$91.1M -$367K -2,794 -0.4%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$86.1M +$10.9M +82,861 +13%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$85.6M -$61.2M -466,500 -39%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$83.9M +$41.4M +315,454 +81%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$82.9M +$13.1M +99,615 +17%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$81.7M +$838K +6,383 +1%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.4M +$6.86M +52,255 +8%
KBC Group
75
KBC Group
Belgium
$80.8M +$50.7M +386,601 +132%

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.