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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
IAIM
1351
International Assets Investment Management
Florida
$658K +$43K +328 +6%
RHBC
1352
R.H. Bluestein & Co
Michigan
$654K -$351K -2,676 -33%
CAI
1353
Capital Advisors Inc
Oklahoma
$654K +$64.2K +489 +10%
WP
1354
WealthSpring Partners
California
$653K +$721K +5,494 New
BFO
1355
Boston Family Office
Massachusetts
$652K -$112K -855 -13%
VCM
1356
Vigilant Capital Management
Maine
$652K
QCM
1357
Quantinno Capital Management
New York
$651K -$393K -2,991 -35%
BST
1358
Bath Savings Trust
Maine
$651K -$11.3K -86 -2%
BWA
1359
Burt Wealth Advisors
Maryland
$651K +$110K +842 +18%
LAM
1360
L2 Asset Management
Massachusetts
$650K -$343K -2,617 -32%
PL
1361
Plancorp LLC
Missouri
$649K -$15K -114 -2%
Capstone Investment Advisors
1362
Capstone Investment Advisors
New York
$648K +$499K +3,801 +230%
RAM
1363
Roanoke Asset Management
New Jersey
$647K
TC
1364
Telemus Capital
Michigan
$643K -$69.7K -531 -9%
KFA
1365
Krane Funds Advisors
New York
$643K -$18.1K -138 -2%
OAM
1366
Oak Asset Management
California
$643K +$710K +5,408 New
AWA
1367
Acorn Wealth Advisors
Michigan
$642K +$29K +221 +4%
CL
1368
COWA LLC
Oklahoma
$641K +$131 +1 +0%
CPA
1369
Cowen Prime Advisors
New York
$638K
SFI
1370
SPC Financial Inc
Maryland
$637K +$55.8K +425 +9%
CBA
1371
Coastal Bridge Advisors
Connecticut
$636K +$3.28K +25 +0.5%
OPPTF
1372
OPSEU Pension Plan Trust Fund
Ontario, Canada
$633K +$3.94K +30 +0.6%
CC
1373
Centiva Capital
New York
$632K +$698K +5,321 New
PP
1374
Patten & Patten
Tennessee
$631K -$74.8K -570 -10%
SRSA
1375
S.R. Schill & Associates
Washington
$631K -$26.9K -205 -4%

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.