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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
WC
1051
Westhampton Capital
North Carolina
$1.32M -$21.4K -160 -2%
AFG
1052
Alterity Financial Group
Maine
$1.31M -$26.8K -200 -2%
WAM
1053
Westport Asset Management
Connecticut
$1.31M – – –
FNBT
1054
FineMark National Bank & Trust
Florida
$1.31M +$44.4K +332 +3%
CFA
1055
Cahill Financial Advisors
Minnesota
$1.31M -$180K -1,342 -12%
CWM
1056
Cornerstone Wealth Management
Missouri
$1.31M +$1.33M +9,966 New
TPA
1057
Trivium Point Advisory
Connecticut
$1.31M +$37.9K +283 +3%
HFM
1058
Hartford Financial Management
Connecticut
$1.3M -$6.69K -50 -0.5%
CCT
1059
Capital City Trust
Florida
$1.3M +$57.7K +431 +5%
SSB
1060
Sandy Spring Bank
Maryland
$1.3M -$50.2K -375 -4%
ZIG
1061
Zullo Investment Group
Pennsylvania
$1.29M +$23.5K +176 +2%
RWM
1062
Ritholtz Wealth Management
New York
$1.29M +$122K +909 +10%
DCM
1063
Dudley Capital Management
Virginia
$1.29M +$20.7K +155 +2%
SAG
1064
SageView Advisory Group
California
$1.29M +$920K +6,876 +232%
FCCM
1065
First City Capital Management
Georgia
$1.29M +$36.7K +274 +3%
FBC
1066
Fairfield, Bush & Co
Connecticut
$1.28M +$656K +4,900 +100%
CWM
1067
Congress Wealth Management
Massachusetts
$1.28M +$14.3K +107 +1%
EFM
1068
E Fund Management
China
$1.28M +$96.9K +724 +8%
RWM
1069
RKL Wealth Management
Pennsylvania
$1.28M -$31.3K -234 -2%
BTWM
1070
Baker Tilly Wealth Management
Wisconsin
$1.28M +$51.2K +383 +4%
CT
1071
Clearstead Trust
Maine
$1.28M +$2.81K +21 +0.2%
MCM
1072
Mendel Capital Management
Arkansas
$1.27M +$61.4K +459 +5%
RI
1073
Ridgewood Investments
New Jersey
$1.27M +$66.4K +496 +5%
CS
1074
Comerica Securities
Michigan
$1.27M -$6.69K -50 -0.5%
SDAM
1075
Shulman DeMeo Asset Management
New York
$1.26M -$19.1K -143 -1%
41 42
43
44 45

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.