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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
RWA
2201
Roberts Wealth Advisors
California
$207K +$201K +1,459 New
TCM
2202
Towercrest Capital Management
Pennsylvania
$207K +$202K +1,466 New
UBG
2203
United Bank (Georgia)
Georgia
$206K +$202K +1,463 New
AWMG
2204
Alliance Wealth Management Group
New Jersey
$206K +$202K +1,463 New
CJL
2205
Cyrus J. Lawrence
New York
$206K -$3.17K -23 -2%
WPW
2206
Warther Private Wealth
Ohio
$206K +$202K +1,461 New
CFCI
2207
Comprehensive Financial Consultants Institutional
Indiana
$205K +$195K +1,411 New
FMTCOCP
2208
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$205K +$16.8K +122 +9%
FAT
2209
First American Trust
California
$205K +$201K +1,454 New
WCM
2210
WealthBridge Capital Management
Ohio
$205K -$414 -3 -0.2%
PFA
2211
Pure Financial Advisors
California
$205K +$201K +1,454 New
FMC
2212
First Merchants Corp
Indiana
$205K +$201K +1,454 New
PFGIA
2213
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$200K +1,451 New
FA
2214
Fiducient Advisors
Illinois
$204K +$200K +1,450 New
DAM
2215
Diamant Asset Management
Connecticut
$204K -$34.5K -250 -15%
MCM
2216
Monument Capital Management
Virginia
$204K +$200K +1,448 New
HBW
2217
Hazlett, Burt & Watson
West Virginia
$204K +$2.35K +17 +1%
FRM
2218
Foundation Resource Management
Arkansas
$204K +$200K +1,449 New
LAM
2219
Lountzis Asset Management
Pennsylvania
$204K +$207K +1,500 New
VAFP
2220
Vahanian & Associates Financial Planning
New York
$204K +$199K +1,446 New
SL
2221
Stevard LLC
Illinois
$203K +$199K +1,443 New
IAP
2222
Indie Asset Partners
Indiana
$203K +$199K +1,443 New
ME
2223
McIlrath & Eck
Washington
$203K +$3.72K +27 +2%
QL
2224
Quarry LP
New York
$203K +$199K +1,441 New
SC
2225
Steph & Co
Wisconsin
$203K – – –
87 88
89
90 91

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.