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IBM
IBM

2,433 hedge funds and large institutions have $73.7B invested in IBM in 2022 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 934 increasing their positions, 906 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 92

24% more funds holding in top 10

Funds holding in top 10: 45 → 56 (+11)

17% more capital invested

Capital invested by funds: $62.9B → $73.7B (+$10.8B)

10% more call options, than puts

Call options by funds: $3.53B | Put options by funds: $3.2B

6% more funds holding

Funds holding: 2,287 → 2,433 (+146)

3% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 906

0.63% more ownership

Funds ownership: 57.27% → 57.91% (+0.63%)

Holders
2,433
Holders Change
+146
Holders Change %
+6.38%
% of All Funds
39.01%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.9%
New
281
Increased
934
Reduced
906
Closed
92
Calls
$3.53B
Puts
$3.2B
Net Calls
+$334M
Net Calls Change
-$467M

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
Jane Street
Jane Street
New York
-$53.7M

IBM Hedge Fund Activity: Q4 2022 in Review

2,433 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2022, worth a combined $73.7B — up 17% from $62.9B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new IBM positions and 92 closed out — a net gain of 189 holders — while 934 added to existing stakes and 906 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 $73.7B of IBM stock for Q4 2022, up 17% quarter-over-quarter.
  • 281 funds opened new IBM positions in Q4 2022 and 92 closed out, a net change of +189 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.