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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
CC
1126
Chicago Capital
Illinois
$1.1M -$1.74K -13 -0.2%
NFG
1127
Nations Financial Group
Iowa
$1.1M +$55.8K +417 +5%
PCA
1128
Peddock Capital Advisors
Massachusetts
$1.1M +$70.4K +526 +7%
GWM
1129
Gitterman Wealth Management
New Jersey
$1.1M -$315K -2,353 -22%
HCM
1130
Howland Capital Management
Massachusetts
$1.09M -$1.34K -10 -0.1%
CCG
1131
Coastwise Capital Group
California
$1.09M +$64.3K +481 +6%
BCM
1132
Becker Capital Management
Oregon
$1.09M -$13.1K -98 -1%
BHPW
1133
Beverly Hills Private Wealth
California
$1.09M +$287K +2,143 +35%
PAG
1134
Private Advisory Group
Washington
$1.08M -$400K -2,987 -27%
AAP
1135
Arax Advisory Partners
Colorado
$1.08M +$3.75K +28 +0.3%
AF
1136
Advisornet Financial
Minnesota
$1.08M +$5.75K +43 +0.5%
CAM
1137
Cozad Asset Management
Illinois
$1.08M +$141K +1,057 +15%
MC
1138
Martin & Co
Tennessee
$1.08M -$22.3K -167 -2%
BAM
1139
Brave Asset Management
New Jersey
$1.08M -$170K -1,274 -13%
SCM
1140
Shelton Capital Management
Colorado
$1.08M -$6.94M -51,892 -86%
WWM
1141
Western Wealth Management
Colorado
$1.08M +$42.3K +316 +4%
TCPWM
1142
Traverso Chambers Private Wealth Management
California
$1.07M +$2.68K +20 +0.2%
RIS
1143
Retirement Income Solutions
Michigan
$1.06M +$56.5K +422 +5%
AP
1144
Appleton Partners
Massachusetts
$1.06M +$216K +1,612 +25%
KIG
1145
Kessler Investment Group
Indiana
$1.06M +$1.08M +8,096 New
WA
1146
Waddell & Associates
Tennessee
$1.06M -$13.4K -100 -1%
RMDI
1147
R.M. Davis Inc
Maine
$1.06M -$7.36K -55 -0.7%
IHL
1148
Investment House LLC
California
$1.05M +$53.5K +400 +5%
CGL
1149
Clarius Group LLC
Washington
$1.05M +$49.8K +372 +5%
BIM
1150
Baldwin Investment Management
Pennsylvania
$1.05M -$112K -837 -9%
44 45
46
47 48

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.