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IBM

2,679 hedge funds and large institutions have $90.8B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 975 increasing their positions, 1,055 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 89

26% more funds holding in top 10

Funds holding in top 10: 53 → 67 (+14)

22% more capital invested

Capital invested by funds: $74.5B → $90.8B (+$16.3B)

13% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.46B

9% more funds holding

Funds holding: 2,461 → 2,679 (+218)

2.6% more ownership

Funds ownership: 58.3% → 60.9% (+2.6%)

8% less repeat investments, than reductions

Existing positions increased: 975 | Existing positions reduced: 1,055

Holders
2,679
Holders Change
+218
Holders Change %
+8.86%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
342
Increased
975
Reduced
1,055
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.01B
2
BlackRock
BlackRock
New York
+$344M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$187M
5
CWP
Capital Wealth Planning
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Franklin Resources
Franklin Resources
California
-$137M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$83.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EB
2301
Eastern Bank
Massachusetts
$246K – – –
FG
2302
Foster Group
Iowa
$246K – – –
WW
2303
Westshore Wealth
California
$245K -$30.2K -200 -12%
IR
2304
IAT Reinsurance
New York
$245K – – –
LAM
2305
Lountzis Asset Management
Pennsylvania
$245K – – –
MAWCM
2306
Mine & Arao Wealth Creation & Management
California
$245K – – –
NSCM
2307
New South Capital Management
Tennessee
$245K – – –
RCM
2308
Richardson Capital Management
Wisconsin
$245K +$227K +1,500 New
LC
2309
Landaas & Company
Wisconsin
$245K -$3.32K -22 -1%
MIM
2310
Moseley Investment Management
Florida
$245K +$226K +1,496 New
PAIM
2311
Punch & Associates Investment Management
Minnesota
$244K – – –
VC
2312
Vestor Capital
Illinois
$244K – – –
OWA
2313
Octavia Wealth Advisors
Ohio
$244K +$225K +1,490 New
GPA
2314
Guerra Pan Advisors
New Jersey
$243K -$3.78K -25 -2%
ARG
2315
Advisory Resource Group
Oklahoma
$243K – – –
TAM
2316
Townsend Asset Management
North Carolina
$243K -$6.2K -41 -3%
TFM
2317
Trademark Financial Management
Minnesota
$243K +$225K +1,487 New
SWM
2318
Seed Wealth Management
Illinois
$243K – – –
HS
2319
Horan Securities
United States
$242K +$453 +3 +0.2%
CAM
2320
Campion Asset Management
Virginia
$241K +$223K +1,475 New
RWP
2321
Revolve Wealth Partners
New Jersey
$241K +$2.12K +14 +1%
PWA
2322
Primoris Wealth Advisors
Florida
$241K – – –
EFA
2323
Evernest Financial Advisors
Indiana
$240K +$222K +1,470 New
EBWM
2324
Eagle Bluffs Wealth Management
Missouri
$240K – – –
FMTCOCP
2325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$240K +$2.12K +14 +1%
91 92
93
94 95

IBM Hedge Fund Activity: Q4 2023 in Review

2,679 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $90.8B — up 22% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new IBM positions and 89 closed out — a net gain of 253 holders — while 975 added to existing stakes and 1,055 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.01B. The largest seller was Norges Bank, cutting an estimated $317M.

  • 2,679 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
  • Funds reported $90.8B of IBM stock for Q4 2023, up 22% quarter-over-quarter.
  • 342 funds opened new IBM positions in Q4 2023 and 89 closed out, a net change of +253 holders.
  • The largest IBM buyer in Q4 2023 was Morgan Stanley, an estimated $2.01B added.
  • The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2023.