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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
Group One Trading
2451
Group One Trading
Illinois
– -$3.35M -24,279 Closed
WCA
2452
Westover Capital Advisors
Delaware
– -$2.87M -24,146 Closed
ACG
2453
Allen Capital Group
Nebraska
– -$2.55M -21,445 Closed
HF
2454
HRT Financial
New York
– -$2.31M -19,430 Closed
1832 Asset Management
2455
1832 Asset Management
Ontario, Canada
– -$2.13M -17,938 Closed
GSC
2456
G&S Capital
Colorado
– -$1.9M -15,983 Closed
WI
2457
Wahed Invest
New York
– -$1.22M -10,285 Closed
DS
2458
DRW Securities
Illinois
– -$1.15M -9,700 Closed
E
2459
Ergoteles
New York
– -$844K -7,106 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2460
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$792K -6,663 Closed
MTCM
2461
Mint Tower Capital Management
Netherlands
– -$786K -6,618 Closed
TA
2462
TKG Advisors
Indiana
– -$785K -6,608 Closed
VI
2463
Versor Investments
New York
– -$785K -6,606 Closed
BAM
2464
Berkshire Asset Management
Pennsylvania
– -$720K -6,064 Closed
ACM
2465
AlphaCrest Capital Management
New York
– -$698K -5,879 Closed
KFA
2466
Krane Funds Advisors
New York
– -$643K -5,415 Closed
OPPTF
2467
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$633K -5,217 Closed
SFG
2468
Steward Financial Group
Texas
– -$604K -5,090 Closed
JF
2469
Jump Financial
Illinois
– -$565K -4,752 Closed
AP
2470
Advisors Preferred
Maryland
– -$559K -4,599 Closed
SMH
2471
Sanders Morris Harris
Texas
– -$499K -4,200 Closed
DA
2472
DSC Advisors
Illinois
– -$494K -4,161 Closed
CQS
2473
Credential Qtrade Securities
– -$491K -4,133 Closed
BP
2474
BBR Partners
New York
– -$488K -4,111 Closed
HPWM
2475
Highland Private Wealth Management
Washington
– -$483K -4,067 Closed
97 98
99
100 101

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.