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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
AFP
951
Ausdal Financial Partners
Iowa
$1.69M -$70.9K -514 -4%
LCM
952
LVM Capital Management
Michigan
$1.68M +$76.6K +555 +5%
PWA
953
Providence Wealth Advisors
Illinois
$1.68M -$13K -94 -0.8%
ZIG
954
Zuckerman Investment Group
Illinois
$1.68M +$403K +2,925 +33%
GFA
955
Gifford Fong Associates
California
$1.68M – – –
KIA
956
KCM Investment Advisors
California
$1.67M -$59.2K -429 -3%
CPA
957
Cowen Prime Advisors
New York
$1.67M +$897K +6,500 +121%
KCFA
958
Key Client Fiduciary Advisors
New Jersey
$1.67M +$1.4M +10,161 +601%
IWA
959
Icon Wealth Advisors
Texas
$1.66M +$5.66K +41 +0.3%
AFG
960
Allegheny Financial Group
Pennsylvania
$1.66M +$6.34K +46 +0.4%
AWM
961
Aries Wealth Management
Maine
$1.66M – – –
AA
962
AlphaMark Advisors
Kentucky
$1.66M -$7.45K -54 -0.5%
CCWM
963
Cassaday & Co Wealth Management
Virginia
$1.65M +$1.62M +11,709 New
ECM
964
Evergreen Capital Management
Washington
$1.65M +$438K +3,174 +37%
DBT
965
Dubuque Bank & Trust
Iowa
$1.64M +$2.9K +21 +0.2%
FWM
966
Forza Wealth Management
Florida
$1.64M +$1.6M +11,628 New
OIA
967
OneDigital Investment Advisors
Kansas
$1.63M +$80.7K +585 +5%
FHB
968
First Hawaiian Bank
Hawaii
$1.63M +$4K +29 +0.3%
SIA
969
Sage Investment Advisers
New York
$1.62M – – –
EIM
970
Essex Investment Management
Massachusetts
$1.62M +$1.59M +11,529 New
QT
971
Quantbot Technologies
New York
$1.62M +$1.47M +10,683 +1,314%
FPAS
972
Focus Partners Advisor Solutions
Missouri
$1.62M -$379K -2,749 -19%
HA
973
Hamel Associates
New Jersey
$1.61M -$8.97K -65 -0.6%
DWM
974
Darwin Wealth Management
Florida
$1.61M -$16.8K -122 -1%
GAM
975
Griffin Asset Management
New York
$1.6M +$37.4K +271 +2%
37 38
39
40 41

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.