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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
BCMLT
2151
Beacon Capital Management LLC (Tennessee)
Tennessee
$225K -$44.3K -321 -17%
AWP
2152
Abacus Wealth Partners
California
$225K +$221K +1,599 New
RWP
2153
Revolve Wealth Partners
New Jersey
$225K +$221K +1,599 New
LF
2154
Lee Financial
Texas
$225K – – –
MWA
2155
Monograph Wealth Advisors
California
$224K -$40.1K -291 -15%
MCG
2156
McCollum Christoferson Group
New York
$224K +$219K +1,589 New
CWM
2157
Cadence Wealth Management
Massachusetts
$223K +$219K +1,586 New
SFM
2158
Signet Financial Management
New Jersey
$222K +$218K +1,578 New
IF
2159
Integrity Financial
Wyoming
$222K +$217K +1,576 New
KAM
2160
KEB Asset Management
Illinois
$221K +$217K +1,572 New
OFS
2161
Oldfather Financial Services
Nebraska
$221K +$216K +1,567 New
MAM
2162
Meeder Asset Management
Ohio
$219K -$1.73M -12,575 -89%
GFPC
2163
Global Financial Private Client
Florida
$219K – – –
CWS
2164
Cypress Wealth Services
California
$219K +$214K +1,553 New
MAM
2165
Montchanin Asset Management
Delaware
$218K +$214K +1,550 New
SNB
2166
Security National Bank
Nebraska
$218K +$213K +1,545 New
GWM
2167
Gray Wealth Management
Maine
$217K +$213K +1,544 New
HWA
2168
HCR Wealth Advisors
California
$217K +$212K +1,538 New
PWA
2169
Physician Wealth Advisors
Utah
$216K +$211K +1,528 New
AA
2170
Apriem Advisors
California
$216K +$211K +1,530 New
FA
2171
Financial Advisors
Massachusetts
$215K +$211K +1,529 New
TC
2172
Trust Company
Kansas
$215K -$15.4K -112 -7%
LMKC
2173
L.M. Kohn & Company
Ohio
$214K +$209K +1,517 New
LCC
2174
Lincoln Capital Corp
Rhode Island
$214K -$138K -1,000 -40%
TLCM
2175
Twin Lakes Capital Management
California
$213K +$690 +5 +0.3%
85 86
87
88 89

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.