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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
SSB
1026
Sandy Spring Bank
Maryland
$1.45M -$141K -1,023 -9%
BCP
1027
Blue Chip Partners
Michigan
$1.45M -$3.86K -28 -0.3%
AWM
1028
Avior Wealth Management
Nebraska
$1.44M -$85.8K -622 -6%
WC
1029
Westhampton Capital
North Carolina
$1.44M -$276 -2 -0%
TPCW
1030
TD Private Client Wealth
New York
$1.44M -$20.8K -151 -1%
HAIM
1031
Hunter Associates Investment Management
Pennsylvania
$1.44M -$89.1K -646 -6%
JAM
1032
Jupiter Asset Management
United Kingdom
$1.44M -$188K -1,360 -12%
AFG
1033
Alterity Financial Group
Maine
$1.44M – – –
TFM
1034
TFC Financial Management
Massachusetts
$1.44M -$4.83K -35 -0.3%
HTC
1035
Haverford Trust Company
Pennsylvania
$1.44M -$353K -2,560 -20%
DCM
1036
Donaldson Capital Management
Indiana
$1.43M +$49.4K +358 +4%
CBNLCF
1037
Cognios Beta Neutral Large Cap Fund
Kansas
$1.43M +$1.4M +10,150 New
DWT
1038
Dorsey & Whitney Trust
South Dakota
$1.43M +$141K +1,019 +11%
FWM
1039
Focused Wealth Management
New York
$1.43M -$10.5K -76 -0.7%
CCG
1040
Ceeto Capital Group
Florida
$1.42M -$59.2K -429 -4%
WAM
1041
Westport Asset Management
Connecticut
$1.41M – – –
HFM
1042
Hartford Financial Management
Connecticut
$1.41M +$276 +2 +0%
EL
1043
Essex LLC
Illinois
$1.41M +$209K +1,518 +18%
RWM
1044
RKL Wealth Management
Pennsylvania
$1.41M -$18.1K -131 -1%
TAM
1045
Trust Asset Management
Texas
$1.4M – – –
FMAEN1
1046
Fund Management at Engine No 1
California
$1.4M +$175K +1,269 +15%
FCCM
1047
First City Capital Management
Georgia
$1.39M -$62.1K -450 -4%
MAM
1048
Madison Asset Management
Wisconsin
$1.39M -$3.86K -28 -0.3%
SW
1049
SkyOak Wealth
Michigan
$1.39M +$24.1K +175 +2%
TPA
1050
Trivium Point Advisory
Connecticut
$1.39M +$15.3K +111 +1%
40 41
42
43 44

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.