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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
IMPI
901
Ilmarinen Mutual Pension Insurance
Finland
$1.87M -$4.83M -35,000 -73%
BJL
902
Brighton Jones LLC
Washington
$1.86M -$690 -5 -0%
SFWA
903
Summit Financial Wealth Advisors
Louisiana
$1.86M – – –
JIC
904
Joel Isaacson & Co
New York
$1.86M +$138K +1,003 +8%
QI
905
Qtron Investments
Massachusetts
$1.85M +$67.3K +488 +4%
AWAU
906
Alliance Wealth Advisors (Utah)
Utah
$1.84M +$1.8M +13,061 New
CAG
907
Csenge Advisory Group
Florida
$1.83M -$41.2K -299 -2%
CG
908
Caprock Group
Idaho
$1.83M +$149K +1,078 +9%
SAM
909
Stansberry Asset Management
Texas
$1.82M +$95.5K +692 +6%
RRA
910
Round Rock Advisors
Connecticut
$1.82M +$120K +870 +7%
JWA
911
JFS Wealth Advisors
Pennsylvania
$1.82M +$445K +3,227 +33%
MAS
912
Meeder Advisory Services
Ohio
$1.81M +$1.78M +12,868 New
MGIA
913
Moneta Group Investment Advisors
Missouri
$1.81M +$317K +2,299 +21%
VAS
914
Valicenti Advisory Services
New York
$1.81M -$3.8M -27,576 -68%
AAS
915
Ameritas Advisory Services
Nebraska
$1.8M +$420K +3,045 +31%
Millennium Management
916
Millennium Management
New York
$1.79M -$13.5M -97,872 -88%
AMIM
917
Aull & Monroe Investment Management
Alabama
$1.79M -$82.8K -600 -5%
CT
918
Chicago Trust
Illinois
$1.79M -$263K -1,905 -13%
CCM
919
Chilton Capital Management
Texas
$1.79M +$36.3K +263 +2%
LWAM
920
Legacy Wealth Asset Management
Minnesota
$1.79M -$26.2K -190 -1%
LWCFA
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.79M -$9.93K -72 -0.6%
PAM
922
Private Asset Management
California
$1.78M -$222K -1,609 -11%
VRS
923
Virginia Retirement Systems
Virginia
$1.78M +$345K +2,500 +25%
DAC
924
Dividend Assets Capital
South Carolina
$1.77M -$161K -1,170 -9%
CFG
925
Citizens Financial Group
Rhode Island
$1.77M -$69.8K -506 -4%
35 36
37
38 39

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.