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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
SCM
926
Silvant Capital Management
Georgia
$1.77M +$834K +6,043 +93%
SS
927
Simplicity Solutions
Minnesota
$1.77M -$291K -2,112 -14%
CANC
928
Culbertson A N & Co
Virginia
$1.76M +$66.2K +480 +4%
RSWM
929
Robertson Stephens Wealth Management
California
$1.75M +$32.6K +236 +2%
PH
930
Pinnacle Holdings
Oklahoma
$1.75M -$223K -1,618 -12%
MGIA
931
Matthew Goff Investment Advisor
Texas
$1.75M -$18.9K -137 -1%
BP
932
Ballentine Partners
Massachusetts
$1.75M +$207K +1,500 +14%
IWM
933
IHT Wealth Management
Illinois
$1.75M -$279K -2,024 -14%
FC
934
FCA Corp
Texas
$1.74M +$21.1K +153 +1%
KFC
935
Klingenstein Fields & Co
New York
$1.74M -$64K -464 -4%
PWMAG
936
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M -$49.2K -357 -3%
DEM
937
Disciplined Equity Management
Florida
$1.73M – – –
FANJ
938
Financial Architects (New Jersey)
New Jersey
$1.73M -$552 -4 -0%
LIM
939
Leavell Investment Management
Alabama
$1.73M -$57.4K -416 -3%
FNBOO
940
First National Bank of Omaha
Nebraska
$1.73M +$76.7K +556 +5%
RIM
941
Redwood Investment Management
Arizona
$1.73M +$1.69M +12,241 New
ICG
942
InterOcean Capital Group
Tennessee
$1.72M -$173K -1,256 -9%
CFGS
943
Concourse Financial Group Securities
Alabama
$1.72M -$31K -225 -2%
TPW
944
Transatlantique Private Wealth
New York
$1.71M +$194K +1,408 +13%
CA
945
Commerzbank Aktiengesellschaft
Germany
$1.71M -$462K -3,350 -22%
MOS
946
MGO One Seven
Ohio
$1.71M +$76.1K +552 +5%
SIM
947
Stratos Investment Management
Ohio
$1.71M -$71.2K -516 -4%
Wealth Enhancement Advisory Services
948
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$9.52K +69 +0.6%
VF
949
Virtu Financial
New York
$1.7M -$3.84M -27,810 -70%
CAMG
950
CWA Asset Management Group
Florida
$1.7M +$9.38K +68 +0.6%
36 37
38
39 40

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.