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IBM
IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Claret Asset Management
Quebec, Canada
$2.11M -$3.75K -28 -0.2%
NSIM
827
North Star Investment Management
Illinois
$2.09M +$185K +1,380 +9%
LWM
828
Ledge Wealth Management
Minnesota
$2.08M +$170K +1,272 +9%
CT
829
Caldwell Trust
Florida
$2.07M -$31.8K -238 -1%
BTI
830
Blue Trust Inc
Georgia
$2.06M +$215K +1,606 +12%
EFMC
831
Empire Financial Management Company
New York
$2.06M +$2.1M +15,707 New
VI
832
Versor Investments
New York
$2.06M +$2.1M +15,700 New
HIC
833
Holderness Investments Company
North Carolina
$2.06M +$90.8K +679 +5%
Verition Fund Management
834
Verition Fund Management
Connecticut
$2.06M +$167K +1,252 +9%
NGA
835
Naples Global Advisors
Florida
$2.05M +$30.1K +225 +1%
IIM
836
Ipswich Investment Management
Massachusetts
$2.05M +$33.4K +250 +2%
FHB
837
First Hawaiian Bank
Hawaii
$2.04M +$537K +4,016 +35%
SAM
838
Shell Asset Management
Netherlands
$2.04M +$10.6K +79 +0.5%
VFA
839
Valeo Financial Advisors
Indiana
$2.03M -$117K -877 -5%
PS
840
Pensionfund Sabic
Netherlands
$2.03M – – –
LBC
841
Lowe Brockenbrough & Co
Virginia
$2.01M -$14.7K -110 -0.7%
KIA
842
KCM Investment Advisors
California
$2.01M +$460K +3,441 +29%
HBT
843
Hills Bank & Trust
Iowa
$2M +$109K +813 +6%
SB
844
Simmons Bank
Arkansas
$2M -$218K -1,633 -10%
UCMOK
845
United Capital Management of KS
Kansas
$1.99M +$3.61K +27 +0.2%
CSPIA
846
Cary Street Partners Investment Advisory
Virginia
$1.98M +$35.1K +262 +2%
WFS
847
Widmann Financial Services
Maryland
$1.98M -$5.75K -43 -0.3%
TF
848
Tompkins Financial
New York
$1.98M -$1.65M -12,326 -45%
SL
849
Sentry LLC
Tennessee
$1.98M +$2.02M +15,082 New
AFG
850
Atomi Financial Group
New York
$1.97M +$2.01M +15,057 New
32 33
34
35 36

IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.