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IBM

2,679 hedge funds and large institutions have $90.8B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 975 increasing their positions, 1,055 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 89

26% more funds holding in top 10

Funds holding in top 10: 53 → 67 (+14)

22% more capital invested

Capital invested by funds: $74.5B → $90.8B (+$16.3B)

13% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.46B

9% more funds holding

Funds holding: 2,461 → 2,679 (+218)

2.6% more ownership

Funds ownership: 58.3% → 60.9% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 1,055

Holders
2,679
Holders Change
+218
Holders Change %
+8.86%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
342
Increased
975
Reduced
1,055
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.01B
2
BlackRock
BlackRock
New York
+$344M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$187M
5
CWP
Capital Wealth Planning
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Franklin Resources
Franklin Resources
California
-$137M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$83.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
926
Excalibur Management
Massachusetts
$2.18M -$11.2K -74 -0.6%
KWA
927
Kingswood Wealth Advisors
California
$2.16M +$932K +6,166 +87%
RRA
928
Round Rock Advisors
Connecticut
$2.16M +$21.3K +141 +1%
LDB
929
Lee, Danner & Bass
Tennessee
$2.16M +$15.3K +101 +0.8%
FCMA
930
Foresight Capital Management Advisors
Michigan
$2.15M +$1.99M +13,160 New
RSWM
931
Robertson Stephens Wealth Management
California
$2.15M +$98.4K +651 +5%
TFM
932
TFC Financial Management
Massachusetts
$2.14M +$62K +410 +3%
SNBOSCI
933
Security National Bank of Sioux City Iowa
Iowa
$2.14M -$28.4K -188 -1%
DMBA
934
Deseret Mutual Benefit Administrators
Utah
$2.13M -$986K -6,523 -33%
BP
935
Ballentine Partners
Massachusetts
$2.12M +$24.2K +160 +1%
LWAM
936
Legacy Wealth Asset Management
Minnesota
$2.12M -$44.4K -294 -2%
CFG
937
Cooper Financial Group
California
$2.11M +$119K +787 +6%
EL
938
Essex LLC
Illinois
$2.11M +$194K +1,281 +11%
OTPPB
939
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.11M +$173K +1,147 +10%
HI
940
Hudock Inc
Pennsylvania
$2.1M -$22.7K -150 -1%
CA
941
Commerzbank Aktiengesellschaft
Germany
$2.1M +$767K +5,075 +65%
LHC
942
Little House Capital
Massachusetts
$2.1M -$40.3K -267 -2%
BL
943
Balentine LLC
Georgia
$2.09M -$368K -2,436 -16%
PCMF
944
Private Capital Management (Florida)
Florida
$2.09M +$31.1K +206 +2%
HCM
945
Hodges Capital Management
Texas
$2.09M +$985K +6,517 +104%
FWM
946
Forza Wealth Management
Florida
$2.08M -$29.5K -195 -2%
WT
947
Washington Trust
Rhode Island
$2.08M +$6.5K +43 +0.3%
CSPAM
948
Cary Street Partners Asset Management
Virginia
$2.06M -$104K -685 -5%
CA
949
Carson Advisory
Georgia
$2.06M -$93.7K -620 -5%
SCM
950
Silvant Capital Management
Georgia
$2.05M -$5.29K -35 -0.3%
36 37
38
39 40

IBM Hedge Fund Activity: Q4 2023 in Review

2,679 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $90.8B — up 22% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new IBM positions and 89 closed out — a net gain of 253 holders — while 975 added to existing stakes and 1,055 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.01B. The largest seller was Norges Bank, cutting an estimated $317M.

  • 2,679 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
  • Funds reported $90.8B of IBM stock for Q4 2023, up 22% quarter-over-quarter.
  • 342 funds opened new IBM positions in Q4 2023 and 89 closed out, a net change of +253 holders.
  • The largest IBM buyer in Q4 2023 was Morgan Stanley, an estimated $2.01B added.
  • The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2023.