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IBM

2,679 hedge funds and large institutions have $90.8B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 975 increasing their positions, 1,055 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 89

26% more funds holding in top 10

Funds holding in top 10: 53 → 67 (+14)

22% more capital invested

Capital invested by funds: $74.5B → $90.8B (+$16.3B)

13% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.46B

9% more funds holding

Funds holding: 2,461 → 2,679 (+218)

2.6% more ownership

Funds ownership: 58.3% → 60.9% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 1,055

Holders
2,679
Holders Change
+218
Holders Change %
+8.86%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
342
Increased
975
Reduced
1,055
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.01B
2
BlackRock
BlackRock
New York
+$344M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$187M
5
CWP
Capital Wealth Planning
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Franklin Resources
Franklin Resources
California
-$137M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$83.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
826
International Assets Investment Management
Florida
$2.65M -$129K -852 -5%
MHS
827
M Holdings Securities
Oregon
$2.65M +$2.45M +16,191 New
CA
828
Clearstead Advisors
Ohio
$2.64M -$2.82M -18,690 -54%
JFG
829
Jefferies Financial Group
New York
$2.64M -$8.56M -56,650 -78%
NGA
830
Naples Global Advisors
Florida
$2.63M -$31K -205 -1%
ONB
831
Old National Bancorp
Indiana
$2.63M -$1.33M -8,783 -35%
PNC
832
Park National Corp
Ohio
$2.63M -$149K -988 -6%
HPIA
833
Hamilton Point Investment Advisors
North Carolina
$2.63M +$20.2K +134 +0.8%
AW
834
Atlas Wealth
Ohio
$2.62M – – –
ZIC
835
ZWJ Investment Counsel
Georgia
$2.61M -$96K -635 -4%
AIA
836
Affinity Investment Advisors
California
$2.6M -$89.6K -593 -4%
RT
837
Rockland Trust
Massachusetts
$2.6M -$62K -410 -3%
IIM
838
Ipswich Investment Management
Massachusetts
$2.6M +$26.9K +178 +1%
UCMOK
839
United Capital Management of KS
Kansas
$2.59M +$118K +778 +5%
OP
840
ORG Partners
Indiana
$2.59M +$546K +3,614 +30%
NSIM
841
North Star Investment Management
Illinois
$2.58M – – –
PWG
842
Portside Wealth Group
Utah
$2.56M -$91.6K -606 -4%
MGIA
843
Moneta Group Investment Advisors
Missouri
$2.55M +$42.5K +281 +2%
CT
844
Caldwell Trust
Florida
$2.55M -$24.8K -164 -1%
SCM
845
Sterneck Capital Management
Missouri
$2.55M -$126K -834 -5%
LWM
846
Ledge Wealth Management
Minnesota
$2.54M -$36.4K -241 -2%
RCA
847
Ranch Capital Advisors
Florida
$2.53M +$72.1K +477 +3%
SB
848
Simmons Bank
Arkansas
$2.53M -$29.2K -193 -1%
JIP
849
Jaffetilchin Investment Partners
Florida
$2.51M +$160K +1,061 +7%
AWM
850
Axxcess Wealth Management
California
$2.51M +$229K +1,517 +11%
32 33
34
35 36

IBM Hedge Fund Activity: Q4 2023 in Review

2,679 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $90.8B — up 22% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new IBM positions and 89 closed out — a net gain of 253 holders — while 975 added to existing stakes and 1,055 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.01B. The largest seller was Norges Bank, cutting an estimated $317M.

  • 2,679 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
  • Funds reported $90.8B of IBM stock for Q4 2023, up 22% quarter-over-quarter.
  • 342 funds opened new IBM positions in Q4 2023 and 89 closed out, a net change of +253 holders.
  • The largest IBM buyer in Q4 2023 was Morgan Stanley, an estimated $2.01B added.
  • The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2023.