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IBM

2,461 hedge funds and large institutions have $74.5B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 987 increasing their positions, 957 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 99

20% more funds holding in top 10

Funds holding in top 10: 44 → 53 (+9)

7% more capital invested

Capital invested by funds: $69.7B → $74.5B (+$4.81B)

2% more funds holding

Funds holding: 2,423 → 2,461 (+38)

8% more call options, than puts

Call options by funds: $2.33B | Put options by funds: $2.15B

3% more repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 957

0.64% more ownership

Funds ownership: 57.66% → 58.3% (+0.64%)

Holders
2,461
Holders Change
+38
Holders Change %
+1.57%
% of All Funds
39.05%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
0.84%
New
167
Increased
987
Reduced
957
Closed
99
Calls
$2.33B
Puts
$2.15B
Net Calls
+$174M
Net Calls Change
-$582M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$927M
2
Amundi
Amundi
France
+$401M
3
Morgan Stanley
Morgan Stanley
New York
+$273M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
2
Renaissance Technologies
Renaissance Technologies
New York
-$154M
3
BlackRock
BlackRock
New York
-$120M
4
PG
Prostatis Group
Maryland
-$115M
5
UBS Group
UBS Group
Switzerland
-$92.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
926
Peloton Wealth Strategists
Indiana
$1.82M -$26.3K -185 -1%
LIM
927
Longfellow Investment Management
Massachusetts
$1.82M -$233K -1,639 -11%
SP
928
Symmetry Partners
Connecticut
$1.81M – – –
FWM
929
Forza Wealth Management
Florida
$1.81M – – –
Verition Fund Management
930
Verition Fund Management
Connecticut
$1.81M +$508K +3,571 +38%
WAP
931
Wealthcare Advisory Partners
Pennsylvania
$1.81M -$94.5K -664 -5%
IA
932
IFP Advisors
Florida
$1.81M +$203K +1,429 +12%
N
933
Natixis
France
$1.81M -$36M -252,769 -95%
VIG
934
Vienna Insurance Group
Poland
$1.8M +$251K +1,761 +16%
BP
935
Ballentine Partners
Massachusetts
$1.8M +$27.6K +194 +2%
JWA
936
JFS Wealth Advisors
Pennsylvania
$1.8M -$15.1K -106 -0.8%
SF
937
Slagle Financial
Illinois
$1.79M +$43.4K +305 +2%
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.79M +$65.9K +463 +4%
BJL
939
Brighton Jones LLC
Washington
$1.78M -$103K -723 -5%
TFM
940
TFC Financial Management
Massachusetts
$1.78M +$293K +2,062 +19%
WT
941
Washington Trust
Rhode Island
$1.78M -$152K -1,071 -8%
BMWM
942
Brown Miller Wealth Management
Virginia
$1.77M +$571K +4,015 +47%
AMIM
943
Aull & Monroe Investment Management
Alabama
$1.77M – – –
PCMF
944
Private Capital Management (Florida)
Florida
$1.77M – – –
SCM
945
Silvant Capital Management
Georgia
$1.76M – – –
LIM
946
Leavell Investment Management
Alabama
$1.76M +$128K +902 +8%
CANC
947
Culbertson A N & Co
Virginia
$1.76M -$13.1K -92 -0.7%
DEM
948
Disciplined Equity Management
Florida
$1.76M – – –
RSWM
949
Robertson Stephens Wealth Management
California
$1.75M +$43.1K +303 +2%
TA
950
TCM Advisors
West Virginia
$1.75M – – –
36 37
38
39 40

IBM Hedge Fund Activity: Q3 2023 in Review

2,461 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2023, worth a combined $74.5B — up 6.9% from $69.7B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new IBM positions and 99 closed out — a net gain of 68 holders — while 987 added to existing stakes and 957 trimmed.

The largest buyer was Bank of America, adding an estimated $927M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 2,461 institutional investors held IBM (IBM) as of Q3 2023, up from 2,423 in Q2 2023.
  • Funds reported $74.5B of IBM stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 167 funds opened new IBM positions in Q3 2023 and 99 closed out, a net change of +68 holders.
  • The largest IBM buyer in Q3 2023 was Bank of America, an estimated $927M added.
  • The largest IBM seller in Q3 2023 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.