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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.3B +$147M +1,065,131 +1%
BlackRock
2
BlackRock
New York
$10.2B +$335M +2,429,128 +3%
State Street
3
State Street
Massachusetts
$7.53B +$36.4M +263,719 +0.5%
AWA
4
Arete Wealth Advisors
Illinois
$3.09B +$69.9K +507 +2%
Charles Schwab
5
Charles Schwab
California
$2.63B +$37.3M +270,201 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.34B +$425M +3,084,458 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.25B +$46.2M +334,758 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.95B +$391M +2,835,119 +26%
Northern Trust
9
Northern Trust
Illinois
$1.46B -$32.7M -237,277 -2%
Bank of America
10
Bank of America
North Carolina
$1.38B +$70.1M +508,020 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.18B +$30.5M +221,252 +3%
Ameriprise
12
Ameriprise
Minnesota
$988M +$89.8M +650,752 +10%
Legal & General Group
13
Legal & General Group
United Kingdom
$895M -$48.7M -353,355 -5%
Norges Bank
14
Norges Bank
Norway
$876M -$211M -1,531,992 -20%
Goldman Sachs
15
Goldman Sachs
New York
$817M +$152M +1,102,357 +23%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$778M +$163M +1,178,556 +27%
Amundi
17
Amundi
France
$762M -$30.4M -220,368 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$747M +$39.5M +286,586 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$701M +$23M +166,561 +3%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$682M -$25.7M -185,972 -4%
Wells Fargo
21
Wells Fargo
California
$680M -$7.32M -53,056 -1%
Invesco
22
Invesco
Georgia
$646M +$1.2M +8,708 +0.2%
UBS AM
23
UBS AM
Illinois
$634M +$356K +2,580 +0.1%
Swiss National Bank
24
Swiss National Bank
Switzerland
$517M -$31.3M -227,140 -6%
N
25
Nuveen
North Carolina
$498M -$28.3M -205,524 -5%
1
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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.