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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
FIA
2376
FNY Investment Advisers
New York
$15K -$7.17K -52 -32%
CMA
2377
Cedar Mountain Advisors
Oregon
$15K +$138 +1 +1%
MFG
2378
Mendota Financial Group
Wisconsin
$14.8K +$14.5K +105 New
CPFP
2379
Clear Perspectives Financial Planning
Ohio
$14.4K – – –
AWM
2380
Avondale Wealth Management
Texas
$14.1K – – –
CM
2381
Cornerstone Management
Georgia
$14.1K – – –
CAM
2382
Costello Asset Management
Pennsylvania
$14.1K – – –
PS
2383
PayPay Securities
Japan
$14.1K +$13.8K +100 New
EA
2384
Evolution Advisers
Virginia
$14K – – –
HF
2385
Halpern Financial
Virginia
$13.8K – – –
TCCM
2386
Timber Creek Capital Management
Massachusetts
$13.4K – – –
MSFP
2387
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
DCP
2388
Distillate Capital Partners
Illinois
$11.4K +$11.2K +81 New
WAS
2389
Winch Advisory Services
Wisconsin
$11K +$138 +1 +1%
FC
2390
Family CFO
California
$10.8K +$138 +1 +1%
FSWA
2391
Financial Synergies Wealth Advisors
Texas
$10.6K +$8.97K +65 +650%
AIM
2392
Arcadia Investment Management
Michigan
$10.6K – – –
ACP
2393
Arcus Capital Partners
Georgia
$10.6K +$10.3K +75 New
BSWA
2394
Bromfield Sneider Wealth Advisors
Massachusetts
$10.1K – – –
GFWA
2395
Grey Fox Wealth Advisors
Delaware
$8.73K +$8.55K +62 New
TCA
2396
Trifecta Capital Advisors
Illinois
$8.31K +$8.14K +59 New
DI
2397
Disciplined Investments
Oklahoma
$8.17K -$258K -1,870 -97%
LFA
2398
Level Financial Advisors
New York
$8K – – –
AAMA
2399
Advanced Asset Management Advisors
Ohio
$7.89K +$7.72K +56 New
IAA
2400
Independent Advisor Alliance
North Carolina
$7.55K -$660K -4,786 -8%
94 95
96
97 98

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.