Interactive Brokers
IBKR
339 hedge funds and large institutions have $5.9B invested in Interactive Brokers in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 94 reducing their positions, and 49 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 94
24% more capital invested
Capital invested by funds: $4.77B → $5.9B (+$1.12B)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
20% more call options, than puts
Call options by funds: $29.8M | Put options by funds: $24.8M
6.27% more ownership
Funds ownership: 352.65% → 358.92% (+6.3%)
6% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 49
1% less funds holding
Funds holding: 344 → 339 (-5)
Top Buyers
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$160M |
| 2 |
BlackRock
New York
|
+$58.1M |
| 3 |
ABI
Abrams Bison Investments
Bethesda,
Maryland
|
+$53.6M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$41.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.5M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$46M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$38.4M |
| 3 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
-$28.5M |
| 4 |
D.E. Shaw & Co
New York
|
-$20.3M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$16.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RTC
376
Riverview Trust Company
Vancouver,
Washington
| – | -$13K | -932 | Closed |
|
|
SN
377
Sittner & Nelson
Eugene,
Oregon
| – | -$9K | -680 | Closed |
|
|
HWA
378
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$3K | -252 | Closed |
|
379
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -144 | Closed |
|
|
UB
380
UMB Bank
Kansas City,
Missouri
| – | -$1K | -76 | Closed |
|
|
VCM
381
Versant Capital Management
Phoenix,
Arizona
| – | -$308 | -20 | -50% |
|
382
Lazard Asset Management
New York
| – | -$62 | -4 | -20% |
|
|
DI
383
Disciplined Investments
Tulsa,
Oklahoma
| – | +$123 | +8 | +50% |
|
|
TWA
384
TCI Wealth Advisors
Tucson,
Arizona
| – | +$123 | +8 | New |
|
|
SIC
385
SJS Investment Consulting
Sylvania,
Ohio
| – | +$185 | +12 | New |
|
IBKR Hedge Fund Activity: Q3 2022 in Review
339 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2022, worth a combined $5.9B — up 24% from $4.77B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of IBKR and 46 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 159 added.
The largest buyer was Greenwich Wealth Management, adding an estimated $160M. The largest seller was Select Equity Group, cutting an estimated $46M.
- 339 institutional investors held Interactive Brokers (IBKR) as of Q3 2022, down from 344 in Q2 2022.
- Funds reported $5.9B of Interactive Brokers stock for Q3 2022, up 24% quarter-over-quarter.
- 46 funds opened new Interactive Brokers positions in Q3 2022 and 49 closed out, a net change of -3 holders.
- The largest Interactive Brokers buyer in Q3 2022 was Greenwich Wealth Management, an estimated $160M added.
- The largest Interactive Brokers seller in Q3 2022 was Select Equity Group, an estimated $46M sold.
Based on aggregated 13F filings for Q3 2022.