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IBM

2,423 hedge funds and large institutions have $69.7B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 994 increasing their positions, 942 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $2.3B | Put options by funds: $1.55B

47% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 108

1% more funds holding

Funds holding: 2,393 → 2,423 (+30)

6% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 942

3% more capital invested

Capital invested by funds: $67.6B → $69.7B (+$2.12B)

0.38% more ownership

Funds ownership: 57.28% → 57.66% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 47 → 44 (-3)

Holders
2,423
Holders Change
+30
Holders Change %
+1.25%
% of All Funds
38.04%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
159
Increased
994
Reduced
942
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$321M
2
Franklin Resources
Franklin Resources
California
+$249M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
Lazard Asset Management
Lazard Asset Management
New York
+$119M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$410M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
3
Goldman Sachs
Goldman Sachs
New York
-$204M
4
Millennium Management
Millennium Management
New York
-$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$99.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1576
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$158K +1,225 +45%
FNC
1577
First National Corp
Massachusetts
$526K -$1.94K -15 -0.4%
HPG
1578
Harvest Portfolios Group
Ontario, Canada
$525K -$903 -7 -0.2%
WB
1579
West Bancorporation
Iowa
$525K -$1.42K -11 -0.3%
VF
1580
Virtu Financial
New York
$523K +$505K +3,912 New
HTHT
1581
Hemenway Trust Hemenway Trust
New Hampshire
$521K +$25.2K +195 +5%
NHT
1582
New Hampshire Trust
New Hampshire
$519K +$2.58K +20 +0.5%
WAG
1583
Wallace Advisory Group
California
$519K – – –
CPC
1584
Congress Park Capital
New York
$517K – – –
NFC
1585
Northeast Financial Consultants
Connecticut
$517K +$645 +5 +0.1%
RFP
1586
Roth Financial Partners
Texas
$515K – – –
NF
1587
Norwood Financial
Pennsylvania
$515K -$8.52K -66 -2%
MIM
1588
MTM Investment Management
South Carolina
$515K +$1.03K +8 +0.2%
AIC
1589
Archer Investment Corporation
Indiana
$514K -$103K -795 -17%
WP
1590
WMS Partners
Maryland
$513K +$1.16K +9 +0.2%
PS
1591
Planned Solutions
California
$513K -$68K -527 -12%
WQ
1592
Wealth Quarterback
New Jersey
$513K +$17K +132 +4%
FIBT
1593
First International Bank & Trust
North Dakota
$513K +$5.81K +45 +1%
SWMP
1594
Signature Wealth Management Partners
New Jersey
$509K -$52.7K -408 -10%
NA
1595
Navellier & Associates
Nevada
$509K +$491K +3,805 New
DGAM
1596
Desjardins Global Asset Management
Quebec, Canada
$509K -$35.9K -278 -7%
CSS
1597
Cubist Systematic Strategies
Connecticut
$508K -$1.22M -9,427 -71%
RIM
1598
Reliant Investment Management
Tennessee
$508K – – –
FCM
1599
Firestone Capital Management
Florida
$508K – – –
LIA
1600
LifePlan Investment Advisors
North Carolina
$507K +$489K +3,788 New
62 63
64
65 66

IBM Hedge Fund Activity: Q2 2023 in Review

2,423 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2023, worth a combined $69.7B — up 3.1% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IBM positions and 108 closed out — a net gain of 51 holders — while 994 added to existing stakes and 942 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Arrowstreet Capital, cutting an estimated $410M.

  • 2,423 institutional investors held IBM (IBM) as of Q2 2023, up from 2,393 in Q1 2023.
  • Funds reported $69.7B of IBM stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 159 funds opened new IBM positions in Q2 2023 and 108 closed out, a net change of +51 holders.
  • The largest IBM buyer in Q2 2023 was BlackRock, an estimated $321M added.
  • The largest IBM seller in Q2 2023 was Arrowstreet Capital, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.