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IBM
IBM

2,338 hedge funds and large institutions have $65.2B invested in IBM in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,070 increasing their positions, 803 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.89B | Put options by funds: $1.95B

33% more repeat investments, than reductions

Existing positions increased: 1,070 | Existing positions reduced: 803

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

9% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 141

0.08% more ownership

Funds ownership: 56.05% → 56.13% (+0.08%)

1% less funds holding

Funds holding: 2,351 → 2,338 (-13)

3% less capital invested

Capital invested by funds: $67B → $65.2B (-$1.88B)

Holders
2,338
Holders Change
-13
Holders Change %
-0.55%
% of All Funds
36.88%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
154
Increased
1,070
Reduced
803
Closed
141
Calls
$2.89B
Puts
$1.95B
Net Calls
+$934M
Net Calls Change
+$679M

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$435M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$189M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$152M
4
BlackRock
BlackRock
New York
+$149M
5
Charles Schwab
Charles Schwab
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$148M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$133M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
Morgan Stanley
Morgan Stanley
New York
-$115M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMT
2351
CMT Capital Markets Trading
Germany
– -$4.01M -30,000 Closed
IAM
2352
Ion Asset Management
Israel
– -$3.74M -28,000 Closed
SSA
2353
Schonfeld Strategic Advisors
New York
– -$3.34M -25,016 Closed
PFMU
2354
Privium Fund Management (UK)
United Kingdom
– -$3.27M -23,500 Closed
JGC
2355
J. Goldman & Co
New York
– -$3.13M -23,396 Closed
APSI
2356
Asset Planning Services Inc
Louisiana
– -$3.05M -22,816 Closed
VRS
2357
Virginia Retirement Systems
Virginia
– -$2.7K -20,200 Closed
CC
2358
Centiva Capital
New York
– -$2.43M -18,615 Closed
GCM
2359
Gladius Capital Management
Illinois
– -$2.07M -15,493 Closed
SFS
2360
Sowell Financial Services
Arkansas
– -$1.93M -14,417 Closed
RIM
2361
Redwood Investment Management
Arizona
– -$1.79M -13,428 Closed
CWM
2362
Chemistry Wealth Management
New York
– -$1.74M -13,027 Closed
PDN
2363
Pensionfund DSM Netherlands
Netherlands
– -$1.74M -13,000 Closed
AWM
2364
Aries Wealth Management
Maine
– -$1.57M -11,787 Closed
AI
2365
Atom Investors
Texas
– -$1.34M -10,042 Closed
SM
2366
Sciencast Management
New Jersey
– -$1.37M -9,792 Closed
VI
2367
Versor Investments
New York
– -$1.24M -9,300 Closed
QT
2368
Quantbot Technologies
New York
– -$1.14M -8,531 Closed
EGM
2369
Engineers Gate Manager
New York
– -$1.06M -7,907 Closed
MPM
2370
MBB Public Markets
Illinois
– -$911K -6,818 Closed
LOAMS
2371
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$844K -6,311 Closed
MFP
2372
Meridian Financial Partners
Virginia
– -$819K -6,228 Closed
EN1L
2373
Engine No 1 LLC
California
– -$820K -6,136 Closed
CPR
2374
CSU Producer Resources
Ohio
– -$802K -6,000 Closed
IA
2375
Icon Advisers
Colorado
– -$789K -5,900 Closed
93 94
95
96 97

IBM Hedge Fund Activity: Q1 2022 in Review

2,338 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2022, worth a combined $65.2B — down 2.8% from $67B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IBM positions and 141 closed out — a net gain of 13 holders — while 1,070 added to existing stakes and 803 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $435M. The largest seller was Barclays, cutting an estimated $148M.

  • 2,338 institutional investors held IBM (IBM) as of Q1 2022, down from 2,351 in Q4 2021.
  • Funds reported $65.2B of IBM stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 154 funds opened new IBM positions in Q1 2022 and 141 closed out, a net change of +13 holders.
  • The largest IBM buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $435M added.
  • The largest IBM seller in Q1 2022 was Barclays, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2022.