IBM
IBM
2,461 hedge funds and large institutions have $74.5B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 987 increasing their positions, 957 reducing their positions, and 99 closing their positions.
69% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 99
20% more funds holding in top 10
Funds holding in top 10: 44 → 53 (+9)
7% more capital invested
Capital invested by funds: $69.7B → $74.5B (+$4.81B)
2% more funds holding
Funds holding: 2,423 → 2,461 (+38)
8% more call options, than puts
Call options by funds: $2.33B | Put options by funds: $2.15B
3% more repeat investments, than reductions
Existing positions increased: 987 | Existing positions reduced: 957
0.64% more ownership
Funds ownership: 57.66% → 58.3% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$927M |
| 2 |
Amundi
Paris,
France
|
+$401M |
| 3 |
Morgan Stanley
New York
|
+$273M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$124M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$160M |
| 2 |
Renaissance Technologies
New York
|
-$154M |
| 3 |
BlackRock
New York
|
-$120M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$115M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$92.5M |
IBM Hedge Fund Activity: Q3 2023 in Review
2,461 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2023, worth a combined $74.5B — up 6.9% from $69.7B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new IBM positions and 99 closed out — a net gain of 68 holders — while 987 added to existing stakes and 957 trimmed.
The largest buyer was Bank of America, adding an estimated $927M. The largest seller was Fidelity Investments, cutting an estimated $160M.
- 2,461 institutional investors held IBM (IBM) as of Q3 2023, up from 2,423 in Q2 2023.
- Funds reported $74.5B of IBM stock for Q3 2023, up 6.9% quarter-over-quarter.
- 167 funds opened new IBM positions in Q3 2023 and 99 closed out, a net change of +68 holders.
- The largest IBM buyer in Q3 2023 was Bank of America, an estimated $927M added.
- The largest IBM seller in Q3 2023 was Fidelity Investments, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2023.