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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
FSA
851
Financial Sense Advisors
California
$2.51M +$253K +1,673 +12%
CAG
852
Crestwood Advisors Group
Massachusetts
$2.5M +$137K +904 +6%
WFS
853
Widmann Financial Services
Maryland
$2.49M -$2.57K -17 -0.1%
AWA
854
Arete Wealth Advisors
Illinois
$2.49M +$2.3M +15,253 New
CG
855
Caprock Group
Idaho
$2.49M +$138K +916 +6%
SPC
856
Sigma Planning Corp
Michigan
$2.48M -$2.75M -18,209 -55%
CC
857
Cypress Capital
Tennessee
$2.48M +$2.87K +19 +0.1%
KFC
858
Klingenstein Fields & Co
New York
$2.48M +$137K +908 +6%
IWM
859
IHT Wealth Management
Illinois
$2.47M +$30.4K +201 +1%
PS
860
Principal Securities
Iowa
$2.47M +$2.28M +15,118 New
CAMG
861
CWA Asset Management Group
Florida
$2.47M +$132K +873 +6%
CW
862
Connectus Wealth
Ohio
$2.47M -$1.86M -12,328 -45%
SL
863
Sentry LLC
Tennessee
$2.47M +$151 +1 +0%
FHB
864
First Hawaiian Bank
Hawaii
$2.47M -$106K -702 -4%
GC
865
Grimes & Company
Massachusetts
$2.47M +$49.1K +325 +2%
AWA
866
Arkadios Wealth Advisors
Georgia
$2.46M +$35.8K +237 +2%
WPC
867
White Pine Capital
Minnesota
$2.46M -$109K -720 -5%
SGCA
868
Steel Grove Capital Advisors
Tennessee
$2.45M -$193K -1,276 -8%
AIM
869
Allen Investment Management
New York
$2.45M – – –
NWM
870
Northcape Wealth Management
New York
$2.44M -$25.5K -169 -1%
HVIA
871
Hudson Valley Investment Advisors
New York
$2.43M -$15.1K -100 -0.7%
CTA
872
Chesley Taft & Associates
Illinois
$2.42M +$636K +4,206 +40%
SLI
873
Sumitomo Life Insurance
Japan
$2.42M -$116K -766 -5%
CCG
874
Cypress Capital Group
Florida
$2.41M -$4.68K -31 -0.2%
KP
875
Keel Point
Alabama
$2.4M +$50.5K +334 +2%
33 34
35
36 37

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.