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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$55.7M -$9.59M -73,060 -14%
APG Asset Management
102
APG Asset Management
Netherlands
$53.6M -$29.5M -225,128 -34%
GC
103
Guggenheim Capital
Illinois
$52.8M +$1.62M +12,323 +3%
AT
104
AMF Tjänstepension
Sweden
$52.1M -$2.84M -21,648 -5%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$51.9M -$2.62M -19,938 -4%
UB
106
UMB Bank
Missouri
$51M -$770K -5,864 -1%
Jane Street
107
Jane Street
New York
$50.7M +$50.3M +383,063 +886%
Osaic Holdings
108
Osaic Holdings
Arizona
$49.3M +$2.05M +15,618 +4%
TG
109
TCW Group
California
$48.6M -$3.14M -23,949 -6%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$47.5M +$99.6K +759 +0.2%
RPI
111
Railway Pension Investments
United Kingdom
$47.2M
CIBC World Market
112
CIBC World Market
Ontario, Canada
$46M +$3.05M +23,278 +6%
RCM
113
RNC Capital Management
California
$45.6M +$7.79M +59,385 +18%
TH
114
TCTC Holdings
Texas
$45.3M
ELC
115
Edgar Lomax Company
Virginia
$43.8M -$526K -4,010 -1%
Nomura Asset Management
116
Nomura Asset Management
Japan
$42.7M +$2.57M +19,589 +6%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$42.3M +$1.06M +8,066 +2%
MHC
118
Meyer Handelman Company
New York
$41.7M +$78.7K +600 +0.2%
SAM
119
Silvercrest Asset Management
New York
$41.4M -$1.72M -13,108 -4%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$40.4M +$28.2M +215,255 +173%
DLA
121
Douglas Lane & Associates
New York
$39.9M -$797K -6,075 -2%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$39.9M +$9.53M +72,636 +28%
FAF
123
Fjarde Ap-fonden
Sweden
$39.7M
AIA
124
Avalon Investment & Advisory
Texas
$39.7M -$140K -1,066 -0.3%
AAM
125
Advisors Asset Management
Colorado
$39.5M +$71.4K +544 +0.2%

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.