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IBM
IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
926
Round Rock Advisors
Connecticut
$1.69M -$803 -6 -0%
JWA
927
JFS Wealth Advisors
Pennsylvania
$1.69M -$535 -4 -0%
RSWM
928
Robertson Stephens Wealth Management
California
$1.68M +$56.2K +420 +3%
Bank Julius Baer & Co
929
Bank Julius Baer & Co
Switzerland
$1.68M +$425K +3,179 +33%
FC
930
FCA Corp
Texas
$1.67M +$54K +404 +3%
DT
931
Diversified Trust
Tennessee
$1.67M +$197K +1,469 +13%
FWM
932
Forza Wealth Management
Florida
$1.67M +$147K +1,102 +9%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.66M +$669 +5 +0%
MCAI
934
Members Capital Advisors Inc
Wisconsin
$1.66M +$1.69M +12,662 New
ISWM
935
Independent Solutions Wealth Management
New York
$1.66M -$85.8K -641 -5%
GRP
936
Global Retirement Partners
California
$1.66M +$364K +2,718 +25%
LWAM
937
Legacy Wealth Asset Management
Minnesota
$1.66M -$10K -75 -0.6%
GWM
938
Geneos Wealth Management
Colorado
$1.66M -$422K -3,156 -20%
AMIM
939
Aull & Monroe Investment Management
Alabama
$1.65M -$16.9K -126 -1%
SCM
940
Silvant Capital Management
Georgia
$1.65M – – –
DEM
941
Disciplined Equity Management
Florida
$1.65M +$36.1K +270 +2%
MCM
942
McMillion Capital Management
North Carolina
$1.65M -$112K -837 -6%
FPAS
943
Focus Partners Advisor Solutions
Missouri
$1.64M +$139K +1,038 +9%
PH
944
Pinnacle Holdings
Oklahoma
$1.63M +$3.88K +29 +0.2%
TA
945
TCM Advisors
West Virginia
$1.63M – – –
GVAG
946
Great Valley Advisor Group
Delaware
$1.63M -$296K -2,213 -15%
VAS
947
Valicenti Advisory Services
New York
$1.62M -$66.9K -500 -4%
CAM
948
Chesapeake Asset Management
New York
$1.62M +$1.65M +12,334 New
BP
949
Ballentine Partners
Massachusetts
$1.61M -$13.1K -98 -0.8%
KCFA
950
Key Client Fiduciary Advisors
New Jersey
$1.61M +$58.3K +436 +4%
36 37
38
39 40

IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.