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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
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$26M +$3.37M +25,682 +13%
TI
177
Tidal Investments
Wisconsin
$25.9M -$2.65M -20,211 -8%
CF
178
Cantor Fitzgerald
New York
$25.7M -$10.2M -77,892 -26%
YCM
179
Yousif Capital Management
Michigan
$25.4M -$139K -1,056 -0.5%
Creative Planning
180
Creative Planning
Kansas
$25.2M -$802K -6,115 -3%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$25.1M -$8.8M -67,043 -24%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$25M +$175K +1,331 +0.6%
Jennison Associates
183
Jennison Associates
New York
$24.9M +$10.6M +80,455 +62%
CIBC Asset Management
184
CIBC Asset Management
Ontario, Canada
$24.6M +$12.6M +96,211 +87%
Aviva
185
Aviva
United Kingdom
$24.3M +$1.13M +8,640 +4%
Vontobel Holding
186
Vontobel Holding
Switzerland
$24M +$1.59M +12,095 +6%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$23.9M -$5.48M -41,766 -17%
AA
188
ALPS Advisors
Colorado
$23.7M +$1.02M +7,747 +4%
Janus Henderson Group
189
Janus Henderson Group
United Kingdom
$23.1M +$3.59M +27,337 +16%
Nordea Investment Management
190
Nordea Investment Management
Sweden
$22.5M -$2.48M -18,870 -9%
BA
191
Bridgewater Associates
Connecticut
$22.4M -$16.3M -124,336 -40%
SO
192
STRS Ohio
Ohio
$22.4M +$681K +5,190 +3%
Mariner
193
Mariner
Kansas
$22.1M +$2.62M +19,960 +12%
Wolverine Trading
194
Wolverine Trading
Illinois
$21.9M -$264K -2,008 -1%
JG
195
Jefferies Group
New York
$21.6M +$11.5M +87,994 +94%
CM
196
Capula Management
Cayman Islands
$21.3M +$23.5M +179,078 New
Citadel Advisors
197
Citadel Advisors
Florida
$21.2M +$21.6M +164,645 +1,181%
USCWA
198
U.S. Capital Wealth Advisors
Texas
$21.2M +$74.5K +568 +0.3%
EAM
199
Erste Asset Management
Austria
$20.9M +$4.14M +31,539 +22%
FHA
200
First Horizon Advisors
Tennessee
$20.9M -$803K -6,121 -3%

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.