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IBM
IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
976
Sage Investment Advisers
New York
$1.51M +$134 +1 +0%
CI
977
Ceera Investments
Texas
$1.51M +$43.3K +324 +3%
HA
978
Hamel Associates
New Jersey
$1.51M +$6.02K +45 +0.4%
HI
979
Hudock Inc
Pennsylvania
$1.51M -$420K -3,141 -21%
FIM
980
Freedom Investment Management
Connecticut
$1.5M -$544K -4,068 -26%
QI
981
Qtron Investments
Massachusetts
$1.5M -$222K -1,662 -13%
TPW
982
Transatlantique Private Wealth
New York
$1.5M -$90.3K -675 -5%
CFG
983
Cooper Financial Group
California
$1.5M +$109K +817 +8%
SW
984
SkyOak Wealth
Michigan
$1.49M +$204K +1,525 +15%
DI
985
DFPG Investments
Utah
$1.48M +$665K +4,968 +79%
ORC
986
O'Rourke & Company
Massachusetts
$1.47M +$59.7K +446 +4%
AWM
987
Avior Wealth Management
Nebraska
$1.47M +$122K +911 +9%
FWM
988
Focused Wealth Management
New York
$1.47M +$147K +1,096 +11%
HAM
989
Hedges Asset Management
Nevada
$1.47M +$361K +2,700 +32%
WPW
990
Waldron Private Wealth
Pennsylvania
$1.46M +$175K +1,305 +13%
FANJ
991
Financial Architects (New Jersey)
New Jersey
$1.45M -$157K -1,175 -10%
DCM
992
Donaldson Capital Management
Indiana
$1.45M +$114K +851 +8%
CTA
993
Chesley Taft & Associates
Illinois
$1.44M -$2.68K -20 -0.2%
MIC
994
Meridian Investment Counsel
California
$1.44M – – –
HCA
995
Harbor Capital Advisors
Illinois
$1.44M +$1.47M +10,994 New
GAM
996
Griffin Asset Management
New York
$1.44M -$47.1K -352 -3%
EL
997
EMFO LLC
Florida
$1.44M -$496K -3,704 -25%
FMAEN1
998
Fund Management at Engine No 1
California
$1.44M +$135K +1,011 +10%
RCAG
999
Rehmann Capital Advisory Group
Michigan
$1.43M +$25.7K +192 +2%
CI
1000
Cigna Investments
Connecticut
$1.43M -$29.7K -222 -2%
38 39
40
41 42

IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.