IBM
IBM
2,681 hedge funds and large institutions have $88.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 977 increasing their positions, 1,054 reducing their positions, and 88 closing their positions.
290% more first-time investments, than exits
New positions opened: 343 | Existing positions closed: 88
26% more funds holding in top 10
Funds holding in top 10: 53 → 67 (+14)
19% more capital invested
Capital invested by funds: $74.5B → $88.7B (+$14.2B)
13% more call options, than puts
Call options by funds: $2.78B | Put options by funds: $2.46B
9% more funds holding
Funds holding: 2,461 → 2,681 (+220)
1.14% more ownership
Funds ownership: 58.29% → 59.43% (+1.1%)
7% less repeat investments, than reductions
Existing positions increased: 977 | Existing positions reduced: 1,054
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$351M |
| 2 |
BlackRock
New York
|
+$344M |
| 3 |
Renaissance Technologies
New York
|
+$197M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$187M |
| 5 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$317M |
| 2 |
Morgan Stanley
New York
|
-$225M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$137M |
| 5 |
Two Sigma Investments
New York
|
-$89.6M |
IBM Hedge Fund Activity: Q4 2023 in Review
2,681 of the 6,869 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: 343 funds opened new IBM positions and 88 closed out — a net gain of 255 holders — while 977 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.
- 2,681 institutional investors held IBM (IBM) as of Q4 2023, up from 2,461 in Q3 2023.
- Funds reported $88.7B of IBM stock for Q4 2023, up 19% quarter-over-quarter.
- 343 funds opened new IBM positions in Q4 2023 and 88 closed out, a net change of +255 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.