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IBM
IBM

2,684 hedge funds and large institutions have $88.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 978 increasing their positions, 1,054 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 88

68% more capital inflows, than outflows

Capital inflows: $4.71B | Capital outflows: $2.81B

26% more funds holding in top 10

Funds holding in top 10: 54 → 68 (+14)

13% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.46B

9% more funds holding

Funds holding: 2,463 → 2,684 (+221)

1.14% more ownership

Funds ownership: 58.32% → 59.46% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 978 | Existing positions reduced: 1,054

Holders
2,684
Holders Change
+221
Holders Change %
+8.97%
% of All Funds
39.03%
Holding in Top 10
68
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25.93%
% of All Funds
0.99%
New
344
Increased
978
Reduced
1,054
Closed
88
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$351M
2
BlackRock
BlackRock
New York
+$344M
3
Renaissance Technologies
Renaissance Technologies
New York
+$197M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$187M
5
Capital Wealth Planning
Capital Wealth Planning
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$317M
2
Morgan Stanley
Morgan Stanley
New York
-$225M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
4
Franklin Resources
Franklin Resources
California
-$137M
5
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M

IBM Hedge Fund Activity: Q4 2023 in Review

2,684 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2023, worth a combined $88.7B — up 19% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 344 funds opened new IBM positions and 88 closed out — a net gain of 256 holders — while 978 added to existing stakes and 1,054 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $351M. The largest seller was Norges Bank, cutting an estimated $317M.

  • 2,684 institutional investors held IBM (IBM) as of Q4 2023, up from 2,463 in Q3 2023.
  • Funds reported $88.7B of IBM stock for Q4 2023, up 19% quarter-over-quarter.
  • 344 funds opened new IBM positions in Q4 2023 and 88 closed out, a net change of +256 holders.
  • The largest IBM buyer in Q4 2023 was Neuberger Berman Group, an estimated $351M added.
  • The largest IBM seller in Q4 2023 was Norges Bank, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2023.