We are live on ! Find out more
IBM icon

IBM
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
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$23.1M +$21.9M +158,469 +47%
CA
202
CapWealth Advisors
Tennessee
$23.1M -$2.62K -19 -0%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$22.9M +$3.31M +24,019 +17%
II
204
IFM Investors
Australia
$22.9M +$236K +1,714 +1%
Two Sigma Investments
205
Two Sigma Investments
New York
$22.7M +$16.3M +118,143 +273%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.7M +$8.88M +64,376 +66%
GT
207
Glenview Trust
Kentucky
$22.6M -$32.4K -235 -0.1%
URS
208
Utah Retirement Systems
Utah
$22.5M -$193K -1,400 -0.9%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$22.5M +$1.47M +10,675 +7%
TI
210
Tidal Investments
Wisconsin
$22.4M -$8.12M -58,873 -27%
Rafferty Asset Management
211
Rafferty Asset Management
New York
$21.9M +$3.64M +26,421 +21%
CB
212
Commerce Bank
Missouri
$21.8M -$787K -5,706 -4%
OAM
213
Oppenheimer Asset Management
New York
$21.6M +$258K +1,867 +1%
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.5M +$2.86M +20,721 +16%
FWCM
215
Ferguson Wellman Capital Management
Oregon
$21.5M +$16.3M +118,016 +339%
HNB
216
Huntington National Bank
Ohio
$21.5M +$1.07M +7,742 +5%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$21.4M +$568K +4,115 +3%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$21.4M -$130K -941 -0.6%
KAS
219
Kestra Advisory Services
Texas
$21.3M +$544K +3,945 +3%
WBC
220
Westpac Banking Corp
Australia
$21.3M +$540K +3,917 +3%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$21.1M -$422K -3,057 -2%
CWM
222
CIBC World Markets
New York
$20.8M +$7.35M +53,276 +56%
AWA
223
Aaron Wealth Advisors
Illinois
$20.8M +$363K +2,632 +2%
SC
224
Scotia Capital
Ontario, Canada
$20.8M -$92.4K -670 -0.5%
Calamos Advisors
225
Calamos Advisors
Illinois
$20.7M -$3.59M -26,002 -15%
7 8
9
10 11

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.