IBM
IBM
2,393 hedge funds and large institutions have $67.7B invested in IBM in 2023 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,044 increasing their positions, 888 reducing their positions, and 143 closing their positions.
20% more call options, than puts
Call options by funds: $2.27B | Put options by funds: $1.89B
18% more repeat investments, than reductions
Existing positions increased: 1,044 | Existing positions reduced: 888
8% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 143
0.76% less ownership
Funds ownership: 57.91% → 57.15% (-0.76%)
2% less funds holding
Funds holding: 2,433 → 2,393 (-40)
8% less capital invested
Capital invested by funds: $73.7B → $67.7B (-$6.06B)
16% less funds holding in top 10
Funds holding in top 10: 56 → 47 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$345M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$272M |
| 3 |
Renaissance Technologies
New York
|
+$197M |
| 4 |
Millennium Management
New York
|
+$173M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.64B |
| 2 |
JP Morgan Chase
New York
|
-$810M |
| 3 |
Morgan Stanley
New York
|
-$365M |
| 4 |
Neuberger Berman Group
New York
|
-$138M |
| 5 |
BlackRock
New York
|
-$104M |
IBM Hedge Fund Activity: Q1 2023 in Review
2,393 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2023, worth a combined $67.7B — down 8.2% from $73.7B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new IBM positions and 143 closed out — a net gain of 11 holders — while 1,044 added to existing stakes and 888 trimmed.
The largest buyer was Norges Bank, adding an estimated $345M. The largest seller was Charles Schwab, cutting an estimated $1.64B.
- 2,393 institutional investors held IBM (IBM) as of Q1 2023, down from 2,433 in Q4 2022.
- Funds reported $67.7B of IBM stock for Q1 2023, down 8.2% quarter-over-quarter.
- 154 funds opened new IBM positions in Q1 2023 and 143 closed out, a net change of +11 holders.
- The largest IBM buyer in Q1 2023 was Norges Bank, an estimated $345M added.
- The largest IBM seller in Q1 2023 was Charles Schwab, an estimated $1.64B sold.
Based on aggregated 13F filings for Q1 2023.