IBM
IBM
2,423 hedge funds and large institutions have $69.7B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 994 increasing their positions, 942 reducing their positions, and 108 closing their positions.
49% more call options, than puts
Call options by funds: $2.3B | Put options by funds: $1.55B
47% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 108
1% more funds holding
Funds holding: 2,393 → 2,423 (+30)
6% more repeat investments, than reductions
Existing positions increased: 994 | Existing positions reduced: 942
3% more capital invested
Capital invested by funds: $67.6B → $69.7B (+$2.12B)
0.38% more ownership
Funds ownership: 57.28% → 57.66% (+0.38%)
6% less funds holding in top 10
Funds holding in top 10: 47 → 44 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$321M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$249M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$137M |
| 4 |
Lazard Asset Management
New York
|
+$119M |
| 5 |
State Street
Boston,
Massachusetts
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$410M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$249M |
| 3 |
Goldman Sachs
New York
|
-$204M |
| 4 |
Millennium Management
New York
|
-$119M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$99.8M |
IBM Hedge Fund Activity: Q2 2023 in Review
2,423 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2023, worth a combined $69.7B — up 3.1% from $67.6B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new IBM positions and 108 closed out — a net gain of 51 holders — while 994 added to existing stakes and 942 trimmed.
The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Arrowstreet Capital, cutting an estimated $410M.
- 2,423 institutional investors held IBM (IBM) as of Q2 2023, up from 2,393 in Q1 2023.
- Funds reported $69.7B of IBM stock for Q2 2023, up 3.1% quarter-over-quarter.
- 159 funds opened new IBM positions in Q2 2023 and 108 closed out, a net change of +51 holders.
- The largest IBM buyer in Q2 2023 was BlackRock, an estimated $321M added.
- The largest IBM seller in Q2 2023 was Arrowstreet Capital, an estimated $410M sold.
Based on aggregated 13F filings for Q2 2023.