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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
IPW
1076
Inlet Private Wealth
Florida
$1.34M +$690 +5 +0.1%
NB
1077
Northwest Bancshares
Pennsylvania
$1.34M -$97.1K -704 -7%
WF
1078
WoodTrust Financial
Wisconsin
$1.34M – – –
BAM
1079
Brave Asset Management
New Jersey
$1.34M – – –
CCT
1080
Capital City Trust
Florida
$1.34M -$80.6K -584 -6%
DSC
1081
Duncker Streett & Co
Missouri
$1.33M – – –
FC
1082
Forte Capital
New York
$1.33M +$11.3K +82 +0.9%
AGA
1083
Accuvest Global Advisors
Utah
$1.33M +$1.3M +9,420 New
BTWM
1084
Baker Tilly Wealth Management
Wisconsin
$1.32M -$77.5K -562 -6%
PI
1085
PEAK6 Investments
Illinois
$1.31M +$1.29M +9,333 New
MCM
1086
Mendel Capital Management
Arkansas
$1.3M +$7.45K +54 +0.6%
WAM
1087
WNY Asset Management
New York
$1.3M -$96.3K -698 -7%
RI
1088
Ridgewood Investments
New Jersey
$1.3M +$2.76K +20 +0.2%
NERM
1089
New England Research & Management
Illinois
$1.29M -$26.6K -193 -2%
LJAC
1090
L.J. Altfest & Co
New York
$1.29M +$94.6K +686 +8%
RWA
1091
Redhawk Wealth Advisors
Minnesota
$1.29M +$92.6K +671 +8%
IB
1092
Intrust Bank
Kansas
$1.29M -$29.9K -217 -2%
SFP
1093
Sandbox Financial Partners
Maryland
$1.28M -$33.2K -241 -3%
B
1094
Bellecapital
Switzerland
$1.28M – – –
BFIM
1095
Beese Fulmer Investment Management
Ohio
$1.28M -$58.5K -424 -4%
CPC
1096
Cookson Peirce & Co
Pennsylvania
$1.27M +$1.25M +9,046 New
EFM
1097
E Fund Management
China
$1.27M -$19.6K -142 -2%
RWM
1098
Ritholtz Wealth Management
New York
$1.26M -$549K -3,981 -31%
GLA
1099
Good Life Advisors
Pennsylvania
$1.26M +$11.9K +86 +1%
PBC
1100
Pavion Blue Capital
California
$1.26M -$138 -1 -0%
42 43
44
45 46

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.