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IBM

2,423 hedge funds and large institutions have $69.7B invested in IBM in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 994 increasing their positions, 942 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $2.3B | Put options by funds: $1.55B

47% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 108

1% more funds holding

Funds holding: 2,393 → 2,423 (+30)

6% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 942

3% more capital invested

Capital invested by funds: $67.6B → $69.7B (+$2.12B)

0.38% more ownership

Funds ownership: 57.28% → 57.66% (+0.38%)

6% less funds holding in top 10

Funds holding in top 10: 47 → 44 (-3)

Holders
2,423
Holders Change
+30
Holders Change %
+1.25%
% of All Funds
38.04%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.69%
New
159
Increased
994
Reduced
942
Closed
108
Calls
$2.3B
Puts
$1.55B
Net Calls
+$756M
Net Calls Change
+$375M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$321M
2
Franklin Resources
Franklin Resources
California
+$249M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
Lazard Asset Management
Lazard Asset Management
New York
+$119M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$410M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$249M
3
Goldman Sachs
Goldman Sachs
New York
-$204M
4
Millennium Management
Millennium Management
New York
-$119M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$99.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2451
United Asset Strategies
New York
– -$1.37M -10,453 Closed
FGI
2452
Foresight Global Investors
New York
– -$1.24M -9,455 Closed
DTL
2453
Dynamic Technology Lab
Singapore
– -$1.24M -9,440 Closed
MME
2454
Meag Munich Ergo
Germany
– -$1.2M -9,121 Closed
CCM
2455
CAAS Capital Management
New York
– -$955K -7,402 Closed
Capstone Investment Advisors
2456
Capstone Investment Advisors
New York
– -$943K -7,306 Closed
LOAMS
2457
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$900K -6,868 Closed
DEA
2458
DoubleLine ETF Adviser
Florida
– -$892K -6,808 Closed
CAGAS
2459
Capital Advisory Group Advisory Services
Minnesota
– -$841K -6,411 Closed
QCM
2460
Qsemble Capital Management
New York
– -$773K -5,900 Closed
GAM
2461
Grandview Asset Management
Pennsylvania
– -$766K -5,841 Closed
DFG
2462
Delta Financial Group
New Jersey
– -$647K -4,936 Closed
PP
2463
Paloma Partners
Connecticut
– -$606K -4,692 Closed
IP
2464
Intellectus Partners
California
– -$554K -4,225 Closed
AIA
2465
Armor Investment Advisors
North Carolina
– -$550K -4,193 Closed
BBP
2466
Banco BTG Pactual
Brazil
– -$498K -4,027 Closed
ESCM
2467
Echo Street Capital Management
New York
– -$486K -3,707 Closed
HFRG
2468
Houlihan Financial Resource Group
Virginia
– -$469K -3,581 Closed
KTA
2469
Keeley-Teton Advisors
Illinois
– -$449K -3,422 Closed
ICP
2470
Interchange Capital Partners
Pennsylvania
– -$443K -3,377 Closed
KF
2471
Krilogy Financial
Missouri
– -$420K -3,202 Closed
PI
2472
PGGM Investments
Netherlands
– -$419K -3,195 Closed
XS
2473
XR Securities
Illinois
– -$407K -3,156 Closed
CD
2474
Chapin Davis
Maryland
– -$374K -2,851 Closed
JSL
2475
JT Stratford LLC
Georgia
– -$371K -2,831 Closed
97 98
99
100 101

IBM Hedge Fund Activity: Q2 2023 in Review

2,423 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2023, worth a combined $69.7B — up 3.1% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IBM positions and 108 closed out — a net gain of 51 holders — while 994 added to existing stakes and 942 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Arrowstreet Capital, cutting an estimated $410M.

  • 2,423 institutional investors held IBM (IBM) as of Q2 2023, up from 2,393 in Q1 2023.
  • Funds reported $69.7B of IBM stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 159 funds opened new IBM positions in Q2 2023 and 108 closed out, a net change of +51 holders.
  • The largest IBM buyer in Q2 2023 was BlackRock, an estimated $321M added.
  • The largest IBM seller in Q2 2023 was Arrowstreet Capital, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.