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IBM

2,679 hedge funds and large institutions have $90.8B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 975 increasing their positions, 1,055 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 89

26% more funds holding in top 10

Funds holding in top 10: 53 → 67 (+14)

22% more capital invested

Capital invested by funds: $74.5B → $90.8B (+$16.3B)

13% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.46B

9% more funds holding

Funds holding: 2,461 → 2,679 (+218)

2.6% more ownership

Funds ownership: 58.3% → 60.9% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 1,055

Holders
2,679
Holders Change
+218
Holders Change %
+8.86%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
342
Increased
975
Reduced
1,055
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.01B
2
BlackRock
BlackRock
New York
+$344M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$187M
5
CWP
Capital Wealth Planning
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Franklin Resources
Franklin Resources
California
-$137M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$83.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1251
Founders Financial Alliance
North Carolina
$1.18M +$172K +1,141 +19%
WF
1252
Warner Financial
Maryland
$1.18M +$604 +4 +0.1%
RFG
1253
Range Financial Group
Oregon
$1.18M -$9.52K -63 -0.9%
NIM
1254
Northeast Investment Management
Massachusetts
$1.18M +$9.97K +66 +0.9%
LWANC
1255
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$907 +6 +0.1%
WB
1256
Webster Bank
Connecticut
$1.17M +$9.37K +62 +0.9%
LRPA
1257
L. Roy Papp & Associates
Arizona
$1.17M -$18.9K -125 -2%
PWM
1258
PBMares Wealth Management
Virginia
$1.16M +$30.2K +200 +3%
AEPWM
1259
Atlantic Edge Private Wealth Management
Florida
$1.16M +$1.07M +7,104 New
PWW
1260
Pettyjohn Wood & White
Virginia
$1.16M +$9.37K +62 +0.9%
RPC
1261
Rossmore Private Capital
Connecticut
$1.15M – – –
TFCP
1262
Twin Focus Capital Partners
Massachusetts
$1.14M – – –
SI
1263
Saxon Interests
Texas
$1.14M +$1.06M +7,000 New
CTFG
1264
Capstone Triton Financial Group
Oklahoma
$1.14M -$108K -717 -9%
SFG
1265
Sunburst Financial Group
Alabama
$1.14M +$1.05M +6,957 New
TWA
1266
TCI Wealth Advisors
Arizona
$1.14M -$30.7K -203 -3%
SPI
1267
Sutton Place Investors
New York
$1.14M +$818K +5,415 +355%
MIP
1268
Marietta Investment Partners
Wisconsin
$1.13M -$106K -700 -9%
FSA
1269
Fort Sheridan Advisors
Illinois
$1.12M -$3.02K -20 -0.3%
MMG
1270
Monetary Management Group
Missouri
$1.12M – – –
JCFM
1271
JBR Co Financial Management
Oklahoma
$1.12M +$1.03M +6,824 New
LIA
1272
LS Investment Advisors
Michigan
$1.11M +$338K +2,240 +49%
CWP
1273
Core Wealth Partners
California
$1.11M +$4.99K +33 +0.5%
SPWM
1274
Straight Path Wealth Management
Michigan
$1.11M -$16K -106 -2%
BAM
1275
Belpointe Asset Management
Nevada
$1.1M -$38.8K -257 -4%
49 50
51
52 53

IBM Hedge Fund Activity: Q4 2023 in Review

2,679 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $90.8B — up 22% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new IBM positions and 89 closed out — a net gain of 253 holders — while 975 added to existing stakes and 1,055 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.01B. The largest seller was Norges Bank, cutting an estimated $317M.

  • 2,679 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
  • Funds reported $90.8B of IBM stock for Q4 2023, up 22% quarter-over-quarter.
  • 342 funds opened new IBM positions in Q4 2023 and 89 closed out, a net change of +253 holders.
  • The largest IBM buyer in Q4 2023 was Morgan Stanley, an estimated $2.01B added.
  • The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2023.