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IBM

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: 2,375 → 2,286 (-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: 67 → 45 (-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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$224M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$223M
3
Charles Schwab
Charles Schwab
California
+$209M
4
Morgan Stanley
Morgan Stanley
New York
+$130M
5
Barclays
Barclays
United Kingdom
+$98M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$129M
2
N
Nuveen
North Carolina
-$80.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$74.8M
4
Franklin Resources
Franklin Resources
California
-$67.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2226
IFS Advisors
Kansas
$25K – – –
FEG
2227
Financial Enhancement Group
Indiana
$24K – – –
KC
2228
Knuff & Co
California
$24K – – –
GG
2229
Gleason Group
Kentucky
$24K +$262 +2 +1%
CCM
2230
Cribstone Capital Management
Maine
$24K +$3.02K +23 +13%
TFGT
2231
TS Financial Group (TSFG)
Illinois
$24K +$14.8K +113 +124%
BWS
2232
BCR Wealth Strategies
Alabama
$21K – – –
FIA
2233
FNY Investment Advisers
New York
$19K +$2.89K +22 +16%
TC
2234
Tacita Capital
Ontario, Canada
$18K -$4.59K -35 -19%
GCM
2235
Gables Capital Management
Florida
$18K – – –
HCM
2236
Horrell Capital Management
Arkansas
$17K – – –
PPWM
2237
PFG Private Wealth Management
Florida
$16K – – –
DWA
2238
Delos Wealth Advisors
Texas
$15K – – –
PWC
2239
PYA Waltman Capital
Tennessee
$14K – – –
SAM
2240
Strategic Asset Management
Minnesota
$14K – – –
BAM
2241
Bellevue Asset Management
Washington
$14K +$262 +2 +2%
BAM
2242
Baldrige Asset Management
Pennsylvania
$13K – – –
MSFP
2243
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
OLVIG
2244
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –
CMA
2245
Cedar Mountain Advisors
Oregon
$13K +$131 +1 +1%
CPFP
2246
Clear Perspectives Financial Planning
Ohio
$12K – – –
CAM
2247
Costello Asset Management
Pennsylvania
$12K – – –
TCM
2248
Tradewinds Capital Management
Washington
$12K – – –
SIC
2249
SJS Investment Consulting
Ohio
$12K +$13K +99 New
AWM
2250
Avondale Wealth Management
Texas
$12K +$13.1K +100 New
88 89
90
91 92

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.