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2,286 hedge funds and large institutions have $62.7B invested in IBM in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,053 increasing their positions, 799 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.86B | Put options by funds: $2.05B

32% more repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 799

0.64% more ownership

Funds ownership: 56.65%57.29% (+0.64%)

4% less funds holding

Funds holding: 2,3752,286 (-89)

13% less capital invested

Capital invested by funds: $71.7B → $62.7B (-$9.03B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

34% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 160

Holders
2,286
Holders Change
-89
Holders Change %
-3.75%
% of All Funds
39.38%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.78%
New
106
Increased
1,053
Reduced
799
Closed
160
Calls
$2.86B
Puts
$2.05B
Net Calls
+$815M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$20.6M +$541K +4,125 +2%
Calamos Advisors
202
Calamos Advisors
Illinois
$20.6M
CS
203
Candriam SCA
Luxembourg
$20.6M +$10.1M +77,228 +81%
Skandinaviska Enskilda Banken (SEB)
204
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.5M -$248K -1,893 -1%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$20.1M +$3.48M +26,487 +19%
SEI Investments
206
SEI Investments
Pennsylvania
$19.9M -$1.33M -10,106 -6%
First Manhattan
207
First Manhattan
New York
$19.7M +$311K +2,367 +1%
SFI
208
Susquehanna Fundamental Investments
Pennsylvania
$19.6M +$21.6M +164,681 New
CA
209
CapWealth Advisors
Tennessee
$19.5M +$69.3K +528 +0.3%
URS
210
Utah Retirement Systems
Utah
$19.2M +$105K +800 +0.5%
II
211
IFM Investors
Australia
$19.1M +$215K +1,639 +1%
GT
212
Glenview Trust
Kentucky
$19.1M +$6.56K +50 +0%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$19.1M -$13.8M -105,388 -40%
CB
214
Commerce Bank
Missouri
$19M -$49K -373 -0.2%
CI
215
Cincinnati Insurance
Ohio
$18.8M -$12.7M -97,000 -38%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$18.7M -$823K -6,274 -4%
UCFA
217
United Capital Financial Advisors
Texas
$18.6M -$617K -4,701 -3%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$18.1M -$4.34M -33,054 -18%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$18.1M +$840K +6,398 +4%
OAM
220
Oppenheimer Asset Management
New York
$18M +$2.87M +21,874 +17%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$17.7M +$2.5M +19,026 +15%
SC
222
Scotia Capital
Ontario, Canada
$17.6M -$19K -145 -0.1%
X
223
Xponance
Pennsylvania
$17.6M +$2.06M +15,686 +12%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$17.5M -$929K -7,080 -5%
KAS
225
Kestra Advisory Services
Texas
$17.5M +$948K +7,224 +5%

IBM Hedge Fund Activity: Q3 2022 in Review

2,286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2022, worth a combined $62.7B — down 13% from $71.7B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of IBM and 106 opened new positions — a net loss of 54 holders — while 799 trimmed existing stakes and 1,053 added.

The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 2,286 institutional investors held IBM (IBM) as of Q3 2022, down from 2,375 in Q2 2022.
  • Funds reported $62.7B of IBM stock for Q3 2022, down 13% quarter-over-quarter.
  • 106 funds opened new IBM positions in Q3 2022 and 160 closed out, a net change of -54 holders.
  • The largest IBM buyer in Q3 2022 was Vanguard Group, an estimated $224M added.
  • The largest IBM seller in Q3 2022 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.