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IBM
IBM

2,463 hedge funds and large institutions have $74.5B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 988 increasing their positions, 957 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital inflows, than outflows

Capital inflows: $3.86B | Capital outflows: $2.27B

67% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 100

20% more funds holding in top 10

Funds holding in top 10: 45 → 54 (+9)

2% more funds holding

Funds holding: 2,426 → 2,463 (+37)

8% more call options, than puts

Call options by funds: $2.33B | Put options by funds: $2.15B

3% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 957

0.9% more ownership

Funds ownership: 57.42% → 58.32% (+0.9%)

Holders
2,463
Holders Change
+37
Holders Change %
+1.53%
% of All Funds
39%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.85%
New
167
Increased
988
Reduced
957
Closed
100
Calls
$2.33B
Puts
$2.15B
Net Calls
+$174M
Net Calls Change
-$582M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$927M
2
Amundi
Amundi
France
+$401M
3
Morgan Stanley
Morgan Stanley
New York
+$273M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
2
Renaissance Technologies
Renaissance Technologies
New York
-$154M
3
BlackRock
BlackRock
New York
-$120M
4
UBS Group
UBS Group
Switzerland
-$92.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$83.9M

IBM Hedge Fund Activity: Q3 2023 in Review

2,463 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2023, worth a combined $74.5B — up 6.9% from $69.7B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new IBM positions and 100 closed out — a net gain of 67 holders — while 988 added to existing stakes and 957 trimmed.

The largest buyer was Bank of America, adding an estimated $927M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 2,463 institutional investors held IBM (IBM) as of Q3 2023, up from 2,426 in Q2 2023.
  • Funds reported $74.5B of IBM stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 167 funds opened new IBM positions in Q3 2023 and 100 closed out, a net change of +67 holders.
  • The largest IBM buyer in Q3 2023 was Bank of America, an estimated $927M added.
  • The largest IBM seller in Q3 2023 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.