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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
HPWM
1526
Highland Private Wealth Management
Washington
$483K -$51.4K -392 -9%
TNAM
1527
Terra Nova Asset Management
New York
$483K +$3.41K +26 +0.6%
LI
1528
Lafayette Investments
Maryland
$482K
KP
1529
Keel Point
Alabama
$481K +$15.5K +118 +3%
EFSCE
1530
Enterprise Financial Services Corp (EFSC)
Missouri
$480K -$16.4K -125 -3%
JE
1531
JMAC Enterprises
Pennsylvania
$480K
TYCC
1532
Texas Yale Capital Corp
Florida
$480K +$47.5K +362 +10%
MCM
1533
Magnolia Capital Management
New York
$480K +$157K +1,195 +42%
IA
1534
Insight Advisors
Pennsylvania
$478K -$8.4K -64 -2%
WB
1535
West Bancorporation
Iowa
$477K -$1.84K -14 -0.3%
TA
1536
TrueWealth Advisors
Alabama
$476K -$12.5K -95 -2%
MA
1537
Mezzasalma Advisors
New Jersey
$476K -$10.5K -80 -2%
ONST
1538
Old North State Trust
North Carolina
$476K +$525K +4,000 +100,000%
AT
1539
Arvest Trust
Oklahoma
$475K +$525K +4,001 New
IGWM
1540
ICA Group Wealth Management
Colorado
$474K +$28.7K +219 +6%
FNC
1541
First National Corp
Massachusetts
$473K -$8.66K -66 -2%
OSNBOA
1542
Old Second National Bank of Aurora
Illinois
$472K +$202K +1,540 +63%
EHWM
1543
Eads & Heald Wealth Management
Georgia
$471K -$26.9K -205 -5%
SWIM
1544
Smallwood Wealth Investment Management
New Jersey
$471K +$56.6K +431 +12%
CWA
1545
CJM Wealth Advisers
Virginia
$470K +$20.1K +153 +4%
RWB
1546
RMR Wealth Builders
New Jersey
$470K -$6.43K -49 -1%
NF
1547
Norwood Financial
Pennsylvania
$469K +$19.7K +150 +4%
NIM
1548
NuWave Investment Management
New Jersey
$469K +$518K +3,944 New
HCM
1549
Hutchinson Capital Management
California
$467K -$1.57K -12 -0.3%
HFRG
1550
Houlihan Financial Resource Group
Virginia
$467K +$478K +3,640 New

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.