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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
OPS
801
Orion Portfolio Solutions
Nebraska
$2.28M +$444K +3,220 +25%
GJIC
802
Gamble Jones Investment Counsel
California
$2.28M – – –
OHWP
803
Oak Harbor Wealth Partners
North Carolina
$2.28M +$690 +5 +0%
WPC
804
White Pine Capital
Minnesota
$2.28M +$49.7K +360 +2%
OPTFSNA
805
Old Point Trust & Financial Services N A
Virginia
$2.28M +$20.7K +150 +0.9%
HVIA
806
Hudson Valley Investment Advisors
New York
$2.28M -$17.4K -126 -0.8%
GAA
807
Green Alpha Advisors
Colorado
$2.27M +$503K +3,649 +29%
CAM
808
Claret Asset Management
Quebec, Canada
$2.27M – – –
CT
809
Caldwell Trust
Florida
$2.25M -$8.97K -65 -0.4%
CAG
810
Crestwood Advisors Group
Massachusetts
$2.25M -$520K -3,771 -19%
PAMG
811
Patton Albertson Miller Group
Tennessee
$2.25M +$34.8K +252 +2%
ECG
812
Edge Capital Group
Georgia
$2.23M +$1.56M +11,311 +249%
AWC
813
Abundance Wealth Counselors
Pennsylvania
$2.23M +$92.3K +669 +4%
GAM
814
Gotham Asset Management
New York
$2.23M +$1.51M +10,944 +225%
GWM
815
Geneos Wealth Management
Colorado
$2.22M +$83.9K +608 +4%
SFI
816
SPC Financial Inc
Maryland
$2.22M +$1.44M +10,417 +194%
S
817
SignatureFD
Georgia
$2.21M +$330K +2,394 +18%
LA
818
Lifeworks Advisors
Michigan
$2.21M +$25.9K +188 +1%
CICI
819
Capital Investment Counsel Inc
North Carolina
$2.2M -$226K -1,638 -9%
NWM
820
NEIRG Wealth Management
Massachusetts
$2.2M -$13.8K -100 -0.6%
BL
821
Balentine LLC
Georgia
$2.2M +$700K +5,074 +48%
CAL
822
Capital Analysts LLC
Pennsylvania
$2.19M +$75K +544 +4%
FIM
823
Freedom Investment Management
Connecticut
$2.19M -$521K -3,777 -20%
TC
824
Trilogy Capital
California
$2.19M +$294K +2,132 +16%
SAM
825
Shell Asset Management
Netherlands
$2.18M -$383K -2,779 -15%
31 32
33
34 35

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.