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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
GLLW
1601
Graves Light Lenhart Wealth
Virginia
$434K -$8.4K -64 -2%
KTA
1602
Keeley-Teton Advisors
Illinois
$434K
FBT
1603
First Bankers Trust
Kentucky
$432K
HCMT
1604
Highland Capital Management (Tennessee)
Tennessee
$432K
CCA
1605
Childress Capital Advisors
Texas
$432K +$54.3K +414 +13%
WC
1606
Whitney & Co
New York
$431K -$4.59K -35 -1%
YIA
1607
YHB Investment Advisors
Connecticut
$429K +$91.5K +697 +24%
GWM
1608
GDS Wealth Management
Texas
$428K +$8.4K +64 +2%
CMS
1609
Capital Market Strategies
Florida
$427K -$1.97K -15 -0.4%
OCM
1610
One Capital Management
California
$427K +$36K +274 +8%
IIC
1611
Integrated Investment Consultants
Michigan
$425K -$84.5K -644 -15%
BWM
1612
Blossom Wealth Management
California
$425K +$394 +3 +0.1%
GI
1613
GS Investments
Minnesota
$422K
CI
1614
CX Institutional
Indiana
$421K -$37.5K -286 -7%
CAAM
1615
Cornerstone Advisors Asset Management
Pennsylvania
$419K -$26.2K -200 -5%
MCM
1616
MV Capital Management
Maryland
$419K +$17.3K +132 +4%
LFA
1617
LifeGuide Financial Advisors
Pennsylvania
$419K +$219K +1,667 +90%
WLPWM
1618
Walled Lake Planning & Wealth Management
Illinois
$418K +$3.54K +27 +0.8%
CAL
1619
Capital Advisors Ltd
Ohio
$417K +$391K +2,979 +558%
State Farm Mutual Automobile Insurance
1620
State Farm Mutual Automobile Insurance
Illinois
$416K
HKAM
1621
Horizon Kinetics Asset Management
New York
$416K +$17.1K +130 +4%
CEI
1622
Clark Estates Inc
New York
$415K -$8.53M -65,000 -95%
ITIM
1623
Indiana Trust & Investment Management
Indiana
$415K -$17.5K -133 -4%
GPA
1624
Garrison Point Advisors
California
$415K
NW
1625
Naviter Wealth
Arkansas
$415K +$54.6K +416 +14%

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.