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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
ESB
1101
Essex Savings Bank
Connecticut
$1.26M -$208K -1,509 -14%
FHA
1102
Flagship Harbor Advisors
Massachusetts
$1.25M +$9.1K +66 +0.7%
ACM
1103
Ashford Capital Management
Delaware
$1.25M +$283K +2,050 +30%
BG
1104
Bahl & Gaynor
Ohio
$1.25M +$261K +1,890 +27%
PGWM
1105
Parisi Gray Wealth Management
New Jersey
$1.25M -$49.4K -358 -4%
BIM
1106
Baldwin Investment Management
Pennsylvania
$1.25M -$41.4K -300 -3%
VFPI
1107
Vantage Financial Partners (Illinois)
Illinois
$1.24M – – –
BCA
1108
Bay Colony Advisors
Massachusetts
$1.24M -$1.93K -14 -0.2%
SGC
1109
Slocum, Gordon & Co
Rhode Island
$1.23M +$1.21M +8,752 New
AA
1110
Ancora Advisors
Ohio
$1.23M -$610K -4,421 -34%
RSC
1111
Red Spruce Capital
Pennsylvania
$1.22M +$96.6K +700 +9%
FWP
1112
FAS Wealth Partners
Kansas
$1.22M -$51K -370 -4%
BWP
1113
BSW Wealth Partners
Colorado
$1.22M +$79.9K +579 +7%
NIM
1114
Northeast Investment Management
Massachusetts
$1.22M -$166K -1,201 -12%
MMPW
1115
Mitchell McLeod Pugh & Williams
Alabama
$1.21M -$14.2K -103 -1%
MIC
1116
Means Investment Company
Maine
$1.21M +$21.5K +156 +2%
CBFP
1117
Cedar Brook Financial Partners
Ohio
$1.21M +$2.35K +17 +0.2%
CFA
1118
CWS Financial Advisors
Michigan
$1.2M +$108K +784 +10%
SAM
1119
Steinberg Asset Management
New York
$1.2M – – –
GCS
1120
Gordian Capital (Singapore)
Singapore
$1.2M – – –
HAM
1121
Hedges Asset Management
Nevada
$1.2M -$82.2K -596 -7%
SIA
1122
Schechter Investment Advisors
Michigan
$1.19M +$254K +1,840 +28%
CCP
1123
Clarkston Capital Partners
Michigan
$1.19M -$113K -822 -9%
DI
1124
Diligent Investors
California
$1.19M -$7.72K -56 -0.7%
CC
1125
Chicago Capital
Illinois
$1.19M – – –
43 44
45
46 47

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.