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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$79.6M +$75.2K +573 +0.1%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$75.5M +$1.9M +14,477 +2%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$75.4M +$4.77M +36,328 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
79
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$74.9M +$17.1M +130,489 +26%
AQR Capital Management
80
AQR Capital Management
Connecticut
$74M +$34M +259,353 +71%
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$72.9M +$2.56M +19,495 +3%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$72.2M +$5.32M +40,565 +7%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$68.7M -$1.27M -9,648 -2%
Truist Financial
84
Truist Financial
North Carolina
$67.7M +$577K +4,396 +0.8%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$67.3M +$1.23M +9,410 +2%
IIM
86
INTECH Investment Management
Florida
$66.6M -$5.5M -41,944 -7%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$66M +$14.4M +109,771 +25%
US Bancorp
88
US Bancorp
Minnesota
$65.1M -$26.8K -204 -0%
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$65M -$10.8M -82,574 -13%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.4M +$644K +4,909 +0.9%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$62.5M +$165K +1,256 +0.2%
Asset Management One
92
Asset Management One
Japan
$60.8M -$326K -2,482 -0.5%
M&T Bank
93
M&T Bank
New York
$60.6M +$2.22M +16,906 +3%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$60.2M -$14.1M -107,074 -17%
Federated Hermes
95
Federated Hermes
Pennsylvania
$59.6M +$20.1M +152,791 +44%
MSV
96
MN Services Vermogensbeheer
Netherlands
$59.2M -$4.13M -31,500 -6%
PAMS
97
Pictet Asset Management (Switzerland)
Switzerland
$59M -$2.67M -20,348 -4%
William Blair & Company
98
William Blair & Company
Illinois
$58.3M +$179K +1,363 +0.3%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$56.2M -$67.6K -515 -0.1%
ACM
100
Advisors Capital Management
New Jersey
$56.2M +$5.17M +39,408 +11%

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.