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IBM

2,679 hedge funds and large institutions have $90.8B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 975 increasing their positions, 1,055 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 89

26% more funds holding in top 10

Funds holding in top 10: 53 → 67 (+14)

22% more capital invested

Capital invested by funds: $74.5B → $90.8B (+$16.3B)

13% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.46B

9% more funds holding

Funds holding: 2,461 → 2,679 (+218)

2.6% more ownership

Funds ownership: 58.3% → 60.9% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 1,055

Holders
2,679
Holders Change
+218
Holders Change %
+8.86%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
342
Increased
975
Reduced
1,055
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.01B
2
BlackRock
BlackRock
New York
+$344M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$187M
5
CWP
Capital Wealth Planning
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Franklin Resources
Franklin Resources
California
-$137M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$83.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$47.3M +$257K +1,700 +0.6%
BBVA
152
Banco Bilbao Vizcaya Argentaria
Spain
$47.2M +$4.93M +32,643 +13%
UH
153
Unigestion Holding
Switzerland
$47.1M +$11.4M +75,530 +36%
AWM
154
AE Wealth Management
Kansas
$46.6M -$1.97M -13,051 -5%
BHIA
155
Birch Hill Investment Advisors
Massachusetts
$46.5M +$722K +4,775 +2%
DLA
156
Douglas Lane & Associates
New York
$46.3M -$2.31M -15,256 -5%
CIBC World Market
157
CIBC World Market
Ontario, Canada
$45.1M -$8.75M -57,881 -17%
FAF
158
Fjarde Ap-fonden
Sweden
$44.7M -$2.54M -16,800 -6%
Jane Street
159
Jane Street
New York
$44.6M -$15.2M -100,608 -27%
ZIM
160
Zacks Investment Management
Illinois
$44.1M -$2.41M -15,943 -6%
AAM
161
Advisors Asset Management
Colorado
$43.9M -$2.98M -19,744 -7%
KCM
162
Kornitzer Capital Management
Kansas
$43.8M -$156K -1,031 -0.4%
DnB Asset Management
163
DnB Asset Management
Norway
$43.6M +$1.43M +9,492 +4%
Brown Advisory
164
Brown Advisory
Maryland
$42.6M +$1.05M +6,920 +3%
Vontobel Holding
165
Vontobel Holding
Switzerland
$42.5M +$5.9M +39,016 +18%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$42.5M +$4.03M +26,701 +11%
Creative Planning
167
Creative Planning
Kansas
$42.3M +$2.31M +15,262 +6%
ASRS
168
Arizona State Retirement System
Arizona
$41.9M -$109K -720 -0.3%
CC
169
Criteria Caixa
Spain
$41.8M -$1.89M -12,520 -5%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.6M +$12.1M +79,966 +46%
UB
171
UMB Bank
Missouri
$40.8M -$10.7M -70,517 -22%
ELC
172
Edgar Lomax Company
Virginia
$40.8M -$1.51M -10,000 -4%
Mariner
173
Mariner
Kansas
$40.2M +$1.24M +8,196 +3%
EOJOAM
174
E. Ohman J:or Asset Management
Sweden
$40.2M -$1.8M -11,890 -5%
SLAM
175
Swiss Life Asset Management
$39.2M -$5.58M -36,898 -13%
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7
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IBM Hedge Fund Activity: Q4 2023 in Review

2,679 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $90.8B — up 22% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new IBM positions and 89 closed out — a net gain of 253 holders — while 975 added to existing stakes and 1,055 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.01B. The largest seller was Norges Bank, cutting an estimated $317M.

  • 2,679 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
  • Funds reported $90.8B of IBM stock for Q4 2023, up 22% quarter-over-quarter.
  • 342 funds opened new IBM positions in Q4 2023 and 89 closed out, a net change of +253 holders.
  • The largest IBM buyer in Q4 2023 was Morgan Stanley, an estimated $2.01B added.
  • The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2023.