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IBM
IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1601
Mitchell Sinkler & Starr
Pennsylvania
$494K -$161K -1,205 -24%
GSB
1602
Greenfield Savings Bank
Massachusetts
$494K -$13.2K -99 -3%
WA
1603
WBH Advisory
Maryland
$492K +$502K +3,753 New
TNAM
1604
Terra Nova Asset Management
New York
$492K -$27.7K -207 -5%
OSNBOA
1605
Old Second National Bank of Aurora
Illinois
$492K -$26.8K -200 -5%
WA
1606
Wealth Architects
California
$490K -$669 -5 -0.1%
TW
1607
TrinityPoint Wealth
Connecticut
$490K +$3.08K +23 +0.6%
FAG
1608
Fortitude Advisory Group
Washington
$489K +$2.94K +22 +0.6%
TLP
1609
Trinity Legacy Partners
Texas
$488K – – –
DIA
1610
Dana Investment Advisors
Wisconsin
$488K -$48.8K -365 -9%
CAM
1611
Cidel Asset Management
Ontario, Canada
$487K – – –
AA
1612
Advisory Alpha
Michigan
$487K -$16.3K -122 -3%
ESCM
1613
Echo Street Capital Management
New York
$486K +$136K +1,013 +38%
HTHT
1614
Hemenway Trust Hemenway Trust
New Hampshire
$485K +$47K +351 +10%
WQ
1615
Wealth Quarterback
New Jersey
$485K +$5.49K +41 +1%
MPIA
1616
Mountain Pacific Investment Advisers
Idaho
$483K -$13.4K -100 -3%
PPWM
1617
Paragon Private Wealth Management
Kentucky
$483K +$140K +1,045 +40%
CCM
1618
Cullen Capital Management
New York
$482K – – –
FBB
1619
Fulton Breakefield Broenniman
Maryland
$482K +$35.6K +266 +8%
CFS
1620
CRA Financial Services
New Jersey
$481K -$1.6K -12 -0.3%
MCM
1621
MV Capital Management
Maryland
$480K +$4.95K +37 +1%
SSW
1622
Smith Shellnut Wilson
Mississippi
$480K – – –
HCMT
1623
Highland Capital Management (Tennessee)
Tennessee
$476K -$235K -1,754 -33%
CIA
1624
Cohen Investment Advisors
New Hampshire
$476K +$17K +127 +4%
LFA
1625
Landmark Financial Advisors
Kentucky
$475K +$51.9K +388 +12%
63 64
65
66 67

IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.