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IBM

2,392 hedge funds and large institutions have $67.6B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,044 increasing their positions, 889 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.89B

17% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 889

7% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 143

1.1% less ownership

Funds ownership: 58.38% → 57.28% (-1.1%)

2% less funds holding

Funds holding: 2,432 → 2,392 (-40)

12% less capital invested

Capital invested by funds: $76.8B → $67.6B (-$9.21B)

16% less funds holding in top 10

Funds holding in top 10: 56 → 47 (-9)

Holders
2,392
Holders Change
-40
Holders Change %
-1.64%
% of All Funds
38.12%
Holding in Top 10
47
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.07%
% of All Funds
0.75%
New
153
Increased
1,044
Reduced
889
Closed
143
Calls
$2.27B
Puts
$1.89B
Net Calls
+$381M
Net Calls Change
+$44.6M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$345M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$272M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Millennium Management
Millennium Management
New York
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.64B
2
JP Morgan Chase
JP Morgan Chase
New York
-$810M
3
Morgan Stanley
Morgan Stanley
New York
-$365M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$138M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
2401
Susquehanna Fundamental Investments
Pennsylvania
– -$13.3M -94,461 Closed
BCM
2402
Barometer Capital Management
Ontario, Canada
– -$11.1M -78,580 Closed
VMPIC
2403
Varma Mutual Pension Insurance Co
Finland
– -$9.16M -65,000 Closed
TSS
2404
Two Sigma Securities
New York
– -$5.11M -38,165 Closed
AAM
2405
Arabesque Asset Management
United Kingdom
– -$3.19M -22,651 Closed
SPW
2406
Surience Private Wealth
Washington
– -$2.86M -20,324 Closed
RHP
2407
Royal Harbor Partners
Texas
– -$2.42M -17,207 Closed
SIP
2408
Stoneridge Investment Partners
Pennsylvania
– -$2.35M -16,707 Closed
NWM
2409
NEIRG Wealth Management
Massachusetts
– -$2.2M -15,613 Closed
TC
2410
Trilogy Capital
California
– -$2.19M -15,536 Closed
VRS
2411
Virginia Retirement Systems
Virginia
– -$1.78M -12,600 Closed
VF
2412
Virtu Financial
New York
– -$1.7M -12,057 Closed
EIM
2413
Essex Investment Management
Massachusetts
– -$1.62M -11,529 Closed
ACL
2414
Applied Capital LLC
Florida
– -$1.38M -9,778 Closed
BCM
2415
Bayesian Capital Management
New York
– -$1.37M -9,757 Closed
CPC
2416
Cookson Peirce & Co
Pennsylvania
– -$1.27M -9,046 Closed
SFSG
2417
Sound Financial Strategies Group
Mississippi
– -$1.07M -7,621 Closed
PFA
2418
Pinnacle Family Advisors
Missouri
– -$943K -6,697 Closed
BCM
2419
Bluefin Capital Management
New York
– -$918K -6,515 Closed
GCP
2420
GSA Capital Partners
United Kingdom
– -$908K -6,448 Closed
XT
2421
XTX Topco
Cayman Islands
– -$895K -6,352 Closed
PFG
2422
Peterson Financial Group
Iowa
– -$861K -6,111 Closed
IA
2423
Icon Advisers
Colorado
– -$831K -5,900 Closed
TC
2424
Toews Corporation
New Jersey
– -$775K -5,500 Closed
AC
2425
AXQ Capital
New Jersey
– -$675K -4,788 Closed
95 96
97
98 99

IBM Hedge Fund Activity: Q1 2023 in Review

2,392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.6B — down 12% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new IBM positions and 143 closed out — a net gain of 10 holders — while 1,044 added to existing stakes and 889 trimmed.

The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.

  • 2,392 institutional investors held IBM (IBM) as of Q1 2023, down from 2,432 in Q4 2022.
  • Funds reported $67.6B of IBM stock for Q1 2023, down 12% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +10 holders.
  • The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
  • The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.

Based on aggregated 13F filings for Q1 2023.