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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: 4556 (+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: 2,2872,433 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
76
TD Asset Management
Ontario, Canada
$100M +$5.23M +37,943 +6%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$98.6M -$11.6M -84,295 -11%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$97.2M +$11.3M +81,869 +13%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.7M +$146K +1,057 +0.2%
WIM
80
Waverton Investment Management
United Kingdom
$93.3M +$91.3M +662,098 New
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$92.6M +$15.2M +110,058 +20%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$92.2M +$2.72M +19,704 +3%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$83.9M -$5.51M -39,942 -6%
BNP Paribas Asset Management
84
BNP Paribas Asset Management
France
$82.2M -$4.21M -30,551 -5%
US Bancorp
85
US Bancorp
Minnesota
$82M +$4.67M +33,867 +6%
Truist Financial
86
Truist Financial
North Carolina
$79.9M -$375K -2,721 -0.5%
Franklin Resources
87
Franklin Resources
California
$78.4M -$406M -2,944,337 -84%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.3M +$856K +6,205 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
89
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$76.5M -$12.1M -87,474 -14%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$76.2M -$5.17M -37,481 -6%
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$75.2M -$4.49M -32,573 -6%
IIM
92
INTECH Investment Management
Florida
$75.2M -$3.76M -27,268 -5%
PAMS
93
Pictet Asset Management (Switzerland)
Switzerland
$74.9M +$4.75M +34,423 +7%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$74.6M +$436K +3,160 +0.6%
Asset Management One
95
Asset Management One
Japan
$71.6M -$576K -4,174 -0.8%
William Blair & Company
96
William Blair & Company
Illinois
$71.1M +$2.01M +14,587 +3%
Federated Hermes
97
Federated Hermes
Pennsylvania
$70.5M -$181K -1,315 -0.3%
M&T Bank
98
M&T Bank
New York
$70.2M -$1.63M -11,815 -2%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$68.5M -$9.57M -69,373 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$65.6M +$23.6M +171,394 +58%

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.