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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
CBN
2301
Cadence Bank NA
Texas
-$2.16M -15,266 Closed
HT
2302
HAP Trading
New York
-$1.79M -13,671 Closed
GCM
2303
Gladius Capital Management
Illinois
-$1.83M -12,944 Closed
TCM
2304
Triumph Capital Management
Colorado
-$7K -10,000 Closed
NIMI
2305
Natixis Investment Managers International
France
-$1.39M -9,821 Closed
EIM
2306
Essex Investment Management
Massachusetts
-$1.3M -9,187 Closed
CSUI
2307
Cincinnati Specialty Underwriters Insurance
Ohio
-$1.13M -8,000 Closed
SFSG
2308
Sound Financial Strategies Group
Mississippi
-$1.13M -7,984 Closed
EML
2309
Eos Management LP
New York
-$1.04M -7,361 Closed
MFP
2310
Meridian Financial Partners
Virginia
-$912K -7,060 Closed
EGM
2311
Engineers Gate Manager
New York
-$945K -6,690 Closed
ARC
2312
Advisor Resource Council
Texas
-$794K -5,624 Closed
BA
2313
Bridgewater Advisors
New York
-$748K -5,300 Closed
BCM
2314
Brasada Capital Management
Texas
-$706K -5,000 Closed
MFS
2315
Monetta Financial Services
Illinois
-$706K -5,000 Closed
B
2316
Barings
North Carolina
-$613K -4,347 Closed
BAAM
2317
Baker Avenue Asset Management
California
-$590K -4,182 Closed
BFA
2318
Brendel Financial Advisors
New Hampshire
-$550K -3,898 Closed
HI
2319
HBK Investments
Texas
-$545K -3,863 Closed
AGP
2320
Autumn Glory Partners
Texas
-$525K -3,722 Closed
SPWM
2321
Spartan Planning & Wealth Management
North Carolina
-$523K -3,706 Closed
ACM
2322
Alethea Capital Management
Washington
-$513K -3,634 Closed
SMFG
2323
Sumitomo Mitsui Financial Group
Japan
-$509K -3,615 Closed
FA
2324
Fiducient Advisors
Illinois
-$507K -3,589 Closed
MSU
2325
Mizuho Securities USA
New York
-$506K -3,584 Closed

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.