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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
DC
151
Davenport & Co
Virginia
$31.9M +$2.07M +15,748 +6%
ZIM
152
Zacks Investment Management
Illinois
$31.5M +$1.08M +8,258 +3%
MIM
153
MetLife Investment Management
New Jersey
$31.4M -$304K -2,319 -0.9%
SLAM
154
Swiss Life Asset Management
$31.1M +$668K +5,092 +2%
Brown Advisory
155
Brown Advisory
Maryland
$31.1M +$3.51M +26,779 +11%
BBVA
156
Banco Bilbao Vizcaya Argentaria
Spain
$30.9M +$684K +5,210 +2%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$30.6M -$14M -106,516 -29%
DnB Asset Management
158
DnB Asset Management
Norway
$29.6M +$27.6K +210 +0.1%
FAF
159
Första AP-fonden
Sweden
$29.3M +$4.21M +32,100 +15%
OCM
160
Osterweis Capital Management
California
$29.3M +$199K +1,520 +0.6%
ASRS
161
Arizona State Retirement System
Arizona
$29M -$293K -2,232 -0.9%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$29M +$2.37M +18,040 +8%
AB
163
Amalgamated Bank
New York
$28.3M +$131K +997 +0.4%
AIG
164
American International Group
New York
$28.1M -$625K -4,764 -2%
LBA
165
Letko, Brosseau & Associates
Quebec, Canada
$28M -$6.98M -53,190 -18%
American Century Companies
166
American Century Companies
Missouri
$28M -$48.6M -370,448 -61%
AWM
167
AE Wealth Management
Kansas
$27.8M +$3.16M +24,042 +11%
MPMG
168
Minneapolis Portfolio Management Group
Minnesota
$27.8M -$580K -4,419 -2%
Capital International Investors
169
Capital International Investors
California
$27.6M +$58.5K +446 +0.2%
SW
170
SVB Wealth
Massachusetts
$27.3M -$482K -3,670 -2%
Axa
171
Axa
France
$27.2M +$7.61M +57,973 +34%
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$27.1M +$5.76M +43,862 +24%
BHC
173
Bowen Hanes & Co
Florida
$26.4M -$1.17M -8,950 -4%
GT
174
Glenmede Trust
Pennsylvania
$26.2M +$262K +1,995 +0.9%
LF
175
Lannebo Fonder
Sweden
$26.1M

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.