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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
BCA
2401
Bray Capital Advisors
Florida
$7.04K -$48.8K -354 -88%
RWM
2402
Ruedi Wealth Management
Illinois
$6.48K +$6.34K +46 New
LWP
2403
Laurel Wealth Planning
Minnesota
$6.34K – – –
MPCL
2404
My Personal CFO LLC
Washington
$5.92K +$5.79K +42 New
OIS
2405
Okabena Investment Services
Minnesota
$5.92K +$5.79K +42 New
TCWA
2406
Ten Capital Wealth Advisors
Washington
$5.78K -$44.3K -321 -89%
FP
2407
Financial Perspectives
Minnesota
$5.64K – – –
BA
2408
Bellwether Advisors
Nebraska
$5.63K – – –
FGAM
2409
Financial Gravity Asset Management
Texas
$5.57K -$46.2K -335 -70%
PWS
2410
Paragon Wealth Strategies
Florida
$5.32K +$3.04K +22 +138%
VCM
2411
Versant Capital Management
Arizona
$5.21K +$414 +3 +9%
TFP
2412
Tilia Fiduciary Partners
North Carolina
$5.09K – – –
CWAF
2413
Core Wealth Advisors (Florida)
Florida
$5.07K +$4.97K +36 New
Canada Pension Plan Investment Board
2414
Canada Pension Plan Investment Board
Ontario, Canada
$4.79K -$6.51M -47,172 -100%
CI
2415
Cordant Inc
Oregon
$4.23K – – –
CDIA
2416
Capital Directions Investment Advisors
Georgia
$4.23K +$4.14K +30 New
ECM
2417
Everence Capital Management
Indiana
$3.43K +$214K +1,550 +7%
RFS
2418
Retirement Financial Solutions
Tennessee
$3.24K +$3.17K +23 New
ST
2419
Sageworth Trust
Pennsylvania
$3K +$2.76K +20 New
PP
2420
Pacifica Partners
Canada
$2.71K – – –
WWM
2421
Wolff Wiese Magana
California
$2.54K -$690 -5 -22%
FIM
2422
FWL Investment Management
Texas
$2.11K +$2.07K +15 New
KFP
2423
KB Financial Partners
New Jersey
$2K – – –
RWPA
2424
Richard W. Paul & Associates
Michigan
$1.97K +$1.93K +14 New
Parallax Volatility Advisers
2425
Parallax Volatility Advisers
California
$1.83K – – –
95 96
97
98 99

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.