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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
FAFN
2176
First Affirmative Financial Network
Colorado
$213K +$209K +1,514 New
EP
2177
Edgestream Partners
New Jersey
$213K -$1.6M -11,596 -88%
IA
2178
IAM Advisory
Pennsylvania
$213K -$29.7K -215 -12%
ARG
2179
Advisory Resource Group
Oklahoma
$213K +$208K +1,511 New
AT
2180
American Trust
Kentucky
$212K +$208K +1,505 New
LC
2181
Landaas & Company
Wisconsin
$212K -$181K -1,312 -47%
FPB
2182
First PREMIER Bank
South Dakota
$212K – – –
SWM
2183
Seed Wealth Management
Illinois
$212K +$207K +1,504 New
MAWCM
2184
Mine & Arao Wealth Creation & Management
California
$211K -$69K -500 -25%
IR
2185
IAT Reinsurance
New York
$211K – – –
NSCM
2186
New South Capital Management
Tennessee
$211K +$207K +1,500 New
CI
2187
CPR Investments
Michigan
$210K -$90.8K -658 -31%
SPI
2188
Sutton Place Investors
New York
$210K +$206K +1,493 New
SDWIA
2189
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$210K +$206K +1,491 New
MW
2190
MBL Wealth
North Carolina
$210K +$205K +1,489 New
SB
2191
Sunflower Bank
Texas
$210K +$206K +1,497 New
RMAM
2192
Raab & Moskowitz Asset Management
New Jersey
$210K +$205K +1,489 New
JF
2193
Joule Financial
Kentucky
$210K +$205K +1,488 New
MAWA
2194
Moss Adams Wealth Advisors
Washington
$210K +$205K +1,487 New
PWMG
2195
Provence Wealth Management Group
California
$208K +$204K +1,477 New
BC
2196
Burleson & Co
California
$208K +$138 +1 +0.1%
PSP
2197
Pacific Sage Partners
Washington
$208K +$203K +1,474 New
BLAM
2198
Bourne Lent Asset Management
New York
$207K +$203K +1,470 New
PWA
2199
Primoris Wealth Advisors
Florida
$207K +$203K +1,470 New
MAM
2200
Marquette Asset Management
Minnesota
$207K +$62.8K +455 +45%
86 87
88
89 90

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.