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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
IHL
1176
Investment House LLC
California
$1.07M +$10.3K +75 +1%
MIP
1177
Marietta Investment Partners
Wisconsin
$1.07M -$13.8K -100 -1%
SFSG
1178
Sound Financial Strategies Group
Mississippi
$1.07M +$1.05M +7,621 New
LWP
1179
LMG Wealth Partners
Louisiana
$1.07M +$1.02M +7,364 New
DA
1180
Duality Advisers
Florida
$1.07M +$1.04M +7,563 New
GAM
1181
Grandview Asset Management
Pennsylvania
$1.06M -$91K -660 -8%
PWM
1182
PBMares Wealth Management
Virginia
$1.06M -$46.9K -340 -4%
AIM
1183
Athena Investment Management
California
$1.06M -$22.6K -164 -2%
HCWM
1184
Harrison & Co Wealth Management
Virginia
$1.06M +$7.59K +55 +0.7%
KTC
1185
Kistler-Tiffany Companies
Pennsylvania
$1.06M -$315K -2,283 -23%
LFA
1186
Legacy Financial Advisors
Kentucky
$1.05M +$248K +1,795 +32%
BMC
1187
Beaton Management Company
Massachusetts
$1.05M -$8.28K -60 -0.8%
PG
1188
Prostatis Group
Maryland
$1.05M +$1.03M +7,451 New
DLHL
1189
Donald L. Hagan LLC
Florida
$1.05M +$14.5K +105 +1%
BAM
1190
Byrne Asset Management
New Jersey
$1.04M -$152K -1,104 -13%
WCM
1191
Whitener Capital Management
North Carolina
$1.04M -$2.07K -15 -0.2%
MM
1192
Meridian Management
Arkansas
$1.03M – – –
WMA
1193
Wealth Management Associates
New Jersey
$1.03M -$162K -1,171 -14%
NAS
1194
Nicolet Advisory Services
Wisconsin
$1.03M +$57.5K +417 +6%
MCCP
1195
Mission Creek Capital Partners
California
$1.02M -$29.2K -212 -3%
SIC
1196
Salem Investment Counselors
North Carolina
$1.02M -$6.07K -44 -0.6%
MMHP
1197
Murphy Middleton Hinkle & Parker
Georgia
$1.02M -$2.76K -20 -0.3%
BIG
1198
Boothe Investment Group
Delaware
$1.02M +$73.5K +533 +8%
CAM
1199
Cozad Asset Management
Illinois
$1.01M +$594K +4,308 +149%
MCM
1200
Mill Capital Management
North Carolina
$1.01M – – –
46 47
48
49 50

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.