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IBM

2,423 hedge funds and large institutions have $69.7B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 994 increasing their positions, 942 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $2.3B | Put options by funds: $1.55B

47% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 108

1% more funds holding

Funds holding: 2,393 → 2,423 (+30)

6% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 942

3% more capital invested

Capital invested by funds: $67.6B → $69.7B (+$2.12B)

0.38% more ownership

Funds ownership: 57.28% → 57.66% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 47 → 44 (-3)

Holders
2,423
Holders Change
+30
Holders Change %
+1.25%
% of All Funds
38.04%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
159
Increased
994
Reduced
942
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$321M
2
Franklin Resources
Franklin Resources
California
+$249M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
Lazard Asset Management
Lazard Asset Management
New York
+$119M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$410M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
3
Goldman Sachs
Goldman Sachs
New York
-$204M
4
Millennium Management
Millennium Management
New York
-$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$99.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1001
Cornell Pochily Investment Advisors
New York
$1.49M +$660K +5,112 +85%
PMG
1002
ProVise Management Group
Florida
$1.48M +$890K +6,894 +164%
VIG
1003
Vienna Insurance Group
Poland
$1.48M +$743K +5,755 +108%
IFG
1004
Independent Financial Group
California
$1.47M -$68.3K -529 -5%
GWM
1005
GSB Wealth Management
Connecticut
$1.47M -$336K -2,602 -19%
AWM
1006
Avior Wealth Management
Nebraska
$1.47M -$26.8K -208 -2%
HCA
1007
Harbor Capital Advisors
Illinois
$1.47M – – –
EL
1008
EMFO LLC
Florida
$1.47M – – –
WC
1009
Westhampton Capital
North Carolina
$1.47M +$114K +880 +9%
FPAS
1010
Focus Partners Advisor Solutions
Missouri
$1.47M -$204K -1,579 -13%
CI
1011
Cigna Investments
Connecticut
$1.46M -$1.81K -14 -0.1%
CAM
1012
Chesapeake Asset Management
New York
$1.46M -$186K -1,443 -12%
RI
1013
Ridgewood Investments
New Jersey
$1.46M +$149K +1,158 +12%
WDC
1014
Woodward Diversified Capital
California
$1.45M -$2.58K -20 -0.2%
HA
1015
Hamel Associates
New Jersey
$1.45M -$81.3K -630 -5%
TCOT
1016
Trust Company of Toledo
Ohio
$1.45M +$236K +1,825 +20%
CWA
1017
Centennial Wealth Advisory
Michigan
$1.44M -$10.6K -82 -0.8%
CFSG
1018
Clark Financial Services Group
Missouri
$1.44M +$524K +4,060 +60%
CBNLCF
1019
Cognios Beta Neutral Large Cap Fund
Kansas
$1.44M +$423K +3,277 +44%
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$1.44M -$21.8K -169 -2%
CFA
1021
Cahill Financial Advisors
Minnesota
$1.44M +$101K +780 +8%
MAS
1022
Meeder Advisory Services
Ohio
$1.44M -$148K -1,143 -10%
HAS
1023
HBW Advisory Services
California
$1.44M +$200K +1,549 +17%
SC
1024
Schulhoff & Co
Ohio
$1.43M – – –
LF
1025
Lantz Financial
Illinois
$1.43M -$196K -1,522 -12%
39 40
41
42 43

IBM Hedge Fund Activity: Q2 2023 in Review

2,423 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2023, worth a combined $69.7B — up 3.1% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IBM positions and 108 closed out — a net gain of 51 holders — while 994 added to existing stakes and 942 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Arrowstreet Capital, cutting an estimated $410M.

  • 2,423 institutional investors held IBM (IBM) as of Q2 2023, up from 2,393 in Q1 2023.
  • Funds reported $69.7B of IBM stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 159 funds opened new IBM positions in Q2 2023 and 108 closed out, a net change of +51 holders.
  • The largest IBM buyer in Q2 2023 was BlackRock, an estimated $321M added.
  • The largest IBM seller in Q2 2023 was Arrowstreet Capital, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.