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IBM

2,423 hedge funds and large institutions have $69.7B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 994 increasing their positions, 942 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $2.3B | Put options by funds: $1.55B

47% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 108

1% more funds holding

Funds holding: 2,393 → 2,423 (+30)

6% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 942

3% more capital invested

Capital invested by funds: $67.6B → $69.7B (+$2.12B)

0.38% more ownership

Funds ownership: 57.28% → 57.66% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 47 → 44 (-3)

Holders
2,423
Holders Change
+30
Holders Change %
+1.25%
% of All Funds
38.04%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
159
Increased
994
Reduced
942
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$321M
2
Franklin Resources
Franklin Resources
California
+$249M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
Lazard Asset Management
Lazard Asset Management
New York
+$119M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$410M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
3
Goldman Sachs
Goldman Sachs
New York
-$204M
4
Millennium Management
Millennium Management
New York
-$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$99.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
926
Round Rock Advisors
Connecticut
$1.74M +$11.4K +88 +0.7%
GVAG
927
Great Valley Advisor Group
Delaware
$1.73M +$69.3K +537 +4%
SP
928
Symmetry Partners
Connecticut
$1.73M +$576K +4,466 +53%
JWA
929
JFS Wealth Advisors
Pennsylvania
$1.73M +$5.42K +42 +0.3%
FWM
930
Forza Wealth Management
Florida
$1.73M +$23.2K +180 +1%
Balyasny Asset Management
931
Balyasny Asset Management
Illinois
$1.72M -$9.24M -71,588 -85%
TA
932
TCM Advisors
West Virginia
$1.7M – – –
VFA
933
Valeo Financial Advisors
Indiana
$1.69M -$368K -2,849 -18%
CA
934
Commerzbank Aktiengesellschaft
Germany
$1.69M +$61.6K +477 +4%
MFG
935
Merit Financial Group
Georgia
$1.69M +$81.2K +629 +5%
BP
936
Ballentine Partners
Massachusetts
$1.69M +$43.8K +339 +3%
CANC
937
Culbertson A N & Co
Virginia
$1.69M -$39.7K -308 -2%
AMIM
938
Aull & Monroe Investment Management
Alabama
$1.69M – – –
PCMF
939
Private Capital Management (Florida)
Florida
$1.68M +$1.62M +12,585 New
SCM
940
Silvant Capital Management
Georgia
$1.68M -$774 -6 -0%
DEM
941
Disciplined Equity Management
Florida
$1.67M -$7.74K -60 -0.5%
OP
942
ORG Partners
Indiana
$1.67M +$1.61M +12,492 New
SF
943
Slagle Financial
Illinois
$1.67M +$1.61M +12,468 New
DIP
944
DT Investment Partners
Pennsylvania
$1.66M -$55.6K -431 -4%
PH
945
Pinnacle Holdings
Oklahoma
$1.66M -$9.16K -71 -0.6%
VAS
946
Valicenti Advisory Services
New York
$1.65M -$1.29K -10 -0.1%
KCFA
947
Key Client Fiduciary Advisors
New Jersey
$1.65M +$3.1K +24 +0.2%
LHC
948
Little House Capital
Massachusetts
$1.65M +$32K +248 +2%
PWMAG
949
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$14.3K +111 +0.9%
CFGS
950
Concourse Financial Group Securities
Alabama
$1.64M -$99.9K -774 -6%
36 37
38
39 40

IBM Hedge Fund Activity: Q2 2023 in Review

2,423 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2023, worth a combined $69.7B — up 3.1% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IBM positions and 108 closed out — a net gain of 51 holders — while 994 added to existing stakes and 942 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Arrowstreet Capital, cutting an estimated $410M.

  • 2,423 institutional investors held IBM (IBM) as of Q2 2023, up from 2,393 in Q1 2023.
  • Funds reported $69.7B of IBM stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 159 funds opened new IBM positions in Q2 2023 and 108 closed out, a net change of +51 holders.
  • The largest IBM buyer in Q2 2023 was BlackRock, an estimated $321M added.
  • The largest IBM seller in Q2 2023 was Arrowstreet Capital, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.