IBM
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$425M |
| 2 |
JP Morgan Chase
New York
|
+$391M |
| 3 |
BlackRock
New York
|
+$335M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$163M |
| 5 |
Goldman Sachs
New York
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$406M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$211M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$173M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$79.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$70.4M |
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.