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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
WCM
2176
Wedge Capital Management
North Carolina
$292K +$3.93K +26 +1%
PP
2177
Pacifica Partners
Canada
$292K +$29.5K +195 +12%
FZCM
2178
Flynn Zito Capital Management
New York
$291K +$1.51K +10 +0.6%
MCG
2179
McCollum Christoferson Group
New York
$291K +$45.3K +300 +20%
BFS
2180
Beacon Financial Strategies
North Carolina
$291K – – –
SFS
2181
Security Financial Services
Indiana
$290K -$18.9K -125 -7%
MWM
2182
Mascoma Wealth Management
New Hampshire
$290K +$151 +1 +0.1%
SNB
2183
Security National Bank
Nebraska
$290K +$19.3K +128 +8%
MC
2184
Middleton & Co
Massachusetts
$290K – – –
ECAM
2185
East Coast Asset Management
Massachusetts
$289K +$604 +4 +0.2%
CHAM
2186
Clear Harbor Asset Management
Connecticut
$289K +$15.3K +101 +6%
AWA
2187
Authentikos Wealth Advisory
California
$287K -$2.87K -19 -1%
HWA
2188
HCR Wealth Advisors
California
$287K +$32.6K +216 +14%
OC
2189
Oakworth Capital
Alabama
$287K -$94.4K -625 -26%
PCI
2190
Planning Center Inc
Illinois
$286K -$12.4K -82 -4%
GITFIT
2191
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$286K – – –
TP
2192
Tranquility Partners
Tennessee
$286K -$8.01K -53 -3%
EIG
2193
Ellenbecker Investment Group
Wisconsin
$286K +$1.51K +10 +0.6%
PTB
2194
Pioneer Trust Bank
Oregon
$286K – – –
WAM
2195
Watershed Asset Management
California
$286K +$264K +1,746 New
HWM
2196
Horizon Wealth Management
Illinois
$285K -$33.5K -222 -11%
CWA
2197
Carolina Wealth Advisors
South Carolina
$285K +$12.4K +82 +5%
KPWG
2198
KFA Private Wealth Group
Virginia
$285K +$263K +1,741 New
CWA
2199
Continuum Wealth Advisors
New York
$284K -$4.53K -30 -2%
MIM
2200
Macroview Investment Management
Maryland
$284K +$302 +2 +0.1%
86 87
88
89 90

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.