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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
SFI
826
SPC Financial Inc
Maryland
$2.14M -$46.3K -359 -2%
AFG
827
Atomi Financial Group
New York
$2.13M +$109K +847 +6%
HIC
828
Holderness Investments Company
North Carolina
$2.13M +$26.2K +203 +1%
NSIM
829
North Star Investment Management
Illinois
$2.12M -$12K -93 -0.6%
CFG
830
Citizens Financial Group
Rhode Island
$2.11M -$129K -997 -6%
SLI
831
Sumitomo Life Insurance
Japan
$2.11M -$197K -1,523 -9%
IIM
832
Ipswich Investment Management
Massachusetts
$2.11M +$14.2K +110 +0.7%
RGI
833
River Global Investors
United Kingdom
$2.09M +$702K +5,440 +53%
SFCL
834
Strengthening Families & Communities LLC
Massachusetts
$2.09M +$198K +1,532 +11%
NL
835
NWAM LLC
Washington
$2.09M +$1.05M +8,131 +109%
MGIA
836
Moneta Group Investment Advisors
Missouri
$2.09M +$135K +1,044 +7%
HBT
837
Hills Bank & Trust
Iowa
$2.08M +$45K +349 +2%
CSPIA
838
Cary Street Partners Investment Advisory
Virginia
$2.08M +$52.5K +407 +3%
PS
839
Pensionfund Sabic
Netherlands
$2.07M – – –
CA
840
Cornerstone Advisors
North Carolina
$2.06M +$1.99M +15,400 New
VAS
841
Vestmark Advisory Solutions
Massachusetts
$2.06M +$66.7K +517 +3%
WFS
842
Widmann Financial Services
Maryland
$2.06M +$32.7K +253 +2%
EF
843
Empowered Funds
Pennsylvania
$2.04M +$1.16M +8,984 +143%
EST
844
EA Series Trust
Pennsylvania
$2.04M +$1.97M +15,249 New
CA
845
Corrado Advisors
New Jersey
$2.03M +$29K +225 +2%
HVIA
846
Hudson Valley Investment Advisors
New York
$2.03M -$117K -908 -6%
CA
847
Clearstead Advisors
Ohio
$2.03M +$54.7K +424 +3%
ST
848
Spinnaker Trust
Maine
$2.03M -$209K -1,617 -10%
RIA
849
Regal Investment Advisors
Michigan
$2.02M +$91K +705 +5%
CCG
850
Cypress Capital Group
Florida
$2.02M -$157K -1,215 -7%
32 33
34
35 36

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.