Interactive Brokers
IBKR
402 hedge funds and large institutions have $6.66B invested in Interactive Brokers in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 32 closing their positions.
209% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 32
28% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 114
19% more funds holding
Funds holding: 339 → 402 (+63)
13% more capital invested
Capital invested by funds: $5.9B → $6.66B (+$766M)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.23% less ownership
Funds ownership: 358.92% → 358.7% (-0.23%)
16% less call options, than puts
Call options by funds: $53.5M | Put options by funds: $63.5M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$102M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$82.5M |
| 3 |
SC
Samlyn Capital
New York
|
+$68.9M |
| 4 |
JCM
Junto Capital Management
New York
|
+$62.3M |
| 5 |
CCM
Cantillon Capital Management
New York
|
+$56M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$183M |
| 2 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$117M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$87M |
| 4 |
Millennium Management
New York
|
-$49.6M |
| 5 |
D.E. Shaw & Co
New York
|
-$45.6M |
IBKR Hedge Fund Activity: Q4 2022 in Review
402 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2022, worth a combined $6.66B — up 13% from $5.9B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IBKR positions and 32 closed out — a net gain of 67 holders — while 146 added to existing stakes and 114 trimmed.
The largest buyer was Bank of America, adding an estimated $102M. The largest seller was Select Equity Group, cutting an estimated $183M.
- 402 institutional investors held Interactive Brokers (IBKR) as of Q4 2022, up from 339 in Q3 2022.
- Funds reported $6.66B of Interactive Brokers stock for Q4 2022, up 13% quarter-over-quarter.
- 99 funds opened new Interactive Brokers positions in Q4 2022 and 32 closed out, a net change of +67 holders.
- The largest Interactive Brokers buyer in Q4 2022 was Bank of America, an estimated $102M added.
- The largest Interactive Brokers seller in Q4 2022 was Select Equity Group, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2022.