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IBM

2,433 hedge funds and large institutions have $76.8B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 932 increasing their positions, 909 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 92

24% more funds holding in top 10

Funds holding in top 10: 45 → 56 (+11)

22% more capital invested

Capital invested by funds: $62.7B → $76.8B (+$14.1B)

10% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.23B

6% more funds holding

Funds holding: 2,287 → 2,433 (+146)

1.1% more ownership

Funds ownership: 57.29% → 58.38% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 909

Holders
2,433
Holders Change
+146
Holders Change %
+6.38%
% of All Funds
39.1%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
280
Increased
932
Reduced
909
Closed
92
Calls
$3.56B
Puts
$3.23B
Net Calls
+$336M
Net Calls Change
-$479M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$425M
2
JP Morgan Chase
JP Morgan Chase
New York
+$391M
3
BlackRock
BlackRock
New York
+$335M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$163M
5
Goldman Sachs
Goldman Sachs
New York
+$152M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$406M
2
Norges Bank
Norges Bank
Norway
-$211M
3
LSV Asset Management
LSV Asset Management
Illinois
-$173M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$79.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$70.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1676
Everhart Financial Group
Ohio
$463K +$8.97K +65 +2%
GC
1677
Gilbert & Cook
Iowa
$463K +$5.79K +42 +1%
FAM
1678
Formidable Asset Management
Ohio
$463K – – –
FUBT
1679
First United Bank & Trust
Maryland
$462K -$3.45K -25 -0.8%
LC
1680
LCNB Corp
Ohio
$462K +$2.76K +20 +0.6%
MTIC
1681
Missouri Trust & Investment Company
Missouri
$461K +$8.83K +64 +2%
IAS
1682
Insigneo Advisory Services
Florida
$460K +$450K +3,264 New
AI
1683
Accredited Investors
Minnesota
$459K -$27.3K -198 -6%
BWAM
1684
Boyd Watterson Asset Management
Ohio
$458K -$534K -3,872 -54%
KA
1685
Klingman & Associates
New York
$457K -$6.48K -47 -1%
BCAM
1686
Boston Common Asset Management
Massachusetts
$456K +$10.9K +79 +3%
LFA
1687
Landmark Financial Advisors
Kentucky
$456K +$94.2K +683 +27%
MFC
1688
Mechanics Financial Corp
Ohio
$454K – – –
RFA
1689
Register Financial Advisors
Georgia
$453K +$444K +3,218 New
SPWG
1690
Syntegra Private Wealth Group
Missouri
$453K +$443K +3,214 New
PWM
1691
Prosperity Wealth Management
California
$450K +$441K +3,195 New
SMC
1692
Smith, Moore & Co
Missouri
$450K +$2.48K +18 +0.6%
BFO
1693
Biltmore Family Office
North Carolina
$449K -$276 -2 -0.1%
BBNA
1694
Bremer Bank National Association
Minnesota
$449K +$49.2K +357 +13%
WA
1695
Wambolt & Associates
Colorado
$447K -$10.8K -78 -2%
PI
1696
Putnam Investments
Massachusetts
$447K -$161K -1,169 -27%
CW
1697
CIC Wealth
Maryland
$446K +$437K +3,168 New
FNBOSM
1698
First National Bank of South Miami
Florida
$446K – – –
KWM
1699
Kolinsky Wealth Management
New Jersey
$446K +$23.6K +171 +6%
SF
1700
Summit Financial
New Jersey
$445K -$91.2K -661 -17%
66 67
68
69 70

IBM Hedge Fund Activity: Q4 2022 in Review

2,433 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2022, worth a combined $76.8B — up 22% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new IBM positions and 92 closed out — a net gain of 188 holders — while 932 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $425M. The largest seller was Franklin Resources, cutting an estimated $406M.

  • 2,433 institutional investors held IBM (IBM) as of Q4 2022, up from 2,287 in Q3 2022.
  • Funds reported $76.8B of IBM stock for Q4 2022, up 22% quarter-over-quarter.
  • 280 funds opened new IBM positions in Q4 2022 and 92 closed out, a net change of +188 holders.
  • The largest IBM buyer in Q4 2022 was Morgan Stanley, an estimated $425M added.
  • The largest IBM seller in Q4 2022 was Franklin Resources, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2022.