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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
JFGIW
2126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K – – –
CFD
2127
Creative Financial Designs
Indiana
$233K +$828 +6 +0.4%
MCM
2128
Morton Capital Management
California
$233K +$228K +1,656 New
AFT
2129
Alpha Family Trust
California
$233K +$228K +1,655 New
FPWM
2130
FSB Premier Wealth Management
Iowa
$233K +$228K +1,651 New
LC
2131
Lincoln Capital
Nebraska
$233K +$228K +1,650 New
TP
2132
Tranquility Partners
Tennessee
$232K +$227K +1,648 New
CPWA
2133
Cerro Pacific Wealth Advisors
California
$232K +$227K +1,647 New
TWM
2134
Trinity Wealth Management
Pennsylvania
$232K +$227K +1,644 New
CCM
2135
Compton Capital Management
Rhode Island
$231K +$226K +1,640 New
CW
2136
Cook Wealth
North Carolina
$230K – – –
SCM
2137
Spreng Capital Management
Ohio
$230K +$225K +1,632 New
SC
2138
Schubert & Co
Texas
$229K -$19K -138 -8%
NC
2139
NBW Capital
Massachusetts
$229K +$224K +1,623 New
EW
2140
Evoke Wealth
California
$228K +$1.79K +13 +0.8%
PA
2141
Procyon Advisors
Connecticut
$228K -$29.5K -214 -12%
WDL
2142
Well Done LLC
Michigan
$228K +$223K +1,618 New
ASFA
2143
All Season Financial Advisors
Colorado
$228K -$9.93K -72 -4%
GPA
2144
Guerra Pan Advisors
New Jersey
$227K +$222K +1,613 New
AIS
2145
AM Investment Strategies
Tennessee
$227K +$223K +1,615 New
LB
2146
Legacy Bridge
Iowa
$227K – – –
WIC
2147
Willis Investment Counsel
Georgia
$226K +$222K +1,606 New
GP
2148
Girard Partners
Pennsylvania
$226K +$221K +1,603 New
PSC
2149
Prentiss Smith & Co
Vermont
$225K +$221K +1,600 New
TLA
2150
Tanglewood Legacy Advisors
Texas
$225K +$221K +1,600 New
84 85
86
87 88

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.