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Interactive Brokers
IBKR

431 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

14% more capital invested

Capital invested by funds: $6.66B → $7.58B (+$923M)

7% more funds holding

Funds holding: 402 → 431 (+29)

1.86% less ownership

Funds ownership: 358.7% → 356.84% (-1.9%)

15% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $81.8M

Holders
431
Holders Change
+29
Holders Change %
+7.21%
% of All Funds
6.87%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
79
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$238M
2
CI
Cooper Investors
Australia
+$43.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$38.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.5M
5
CCM
Cantillon Capital Management
New York
+$31.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$101M
2
Select Equity Group
Select Equity Group
New York
-$83M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
-$78.3M
4
GWM
Greenwich Wealth Management
Connecticut
-$48.9M
5
BCM
Bares Capital Management
Texas
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
451
Lazard Asset Management
New York
– -$693K -34,056 -100%
YIH
452
Y-Intercept (HK)
Hong Kong
– -$609K -33,688 Closed
CC
453
Cipher Capital
New York
– -$559K -30,884 Closed
Qube Research & Technologies (QRT)
454
Qube Research & Technologies (QRT)
United Kingdom
– -$396K -21,912 Closed
FHB
455
First Hawaiian Bank
Hawaii
– -$328K -18,124 Closed
HSA
456
HBK Sorce Advisory
Pennsylvania
– -$310K -17,152 Closed
I
457
InceptionR
California
– -$309K -17,104 Closed
CAMG
458
CWA Asset Management Group
Florida
– -$260K -14,400 Closed
GCMG
459
Gyroscope Capital Management Group
Florida
– -$260K -14,400 Closed
BAM
460
Blueshift Asset Management
New Jersey
– -$257K -14,208 Closed
PFO
461
Pathstone Family Office
New Jersey
– -$222K -12,260 Closed
DCM
462
Dupont Capital Management
Delaware
– -$147K -8,152 Closed
CMF
463
Counterpoint Mutual Funds
California
– -$146K -8,076 Closed
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
– -$28K -1,580 Closed
PWS
465
Paragon Wealth Strategies
Florida
– -$20.1K -1,112 Closed
First Manhattan
466
First Manhattan
New York
– -$15K -828 Closed
CS
467
Comerica Securities
Michigan
– -$12.5K -692 Closed
NA
468
NewEdge Advisors
Louisiana
– -$10.8K -596 Closed
Bessemer Group
469
Bessemer Group
New Jersey
– -$7K -392 Closed
BHWM
470
Beaird Harris Wealth Management
Texas
– -$2.68K -148 Closed
AWM
471
Accurate Wealth Management
Florida
– -$2.28K -120 Closed
RBC
472
Romano Brothers & Co
Illinois
– -$1.23K -68 Closed
TCWA
473
Ten Capital Wealth Advisors
Washington
– -$868 -48 Closed
HNB
474
Huntington National Bank
Ohio
– -$434 -24 Closed
SWA
475
Sutton Wealth Advisors
Florida
– -$434 -24 Closed
16 17 18
19
20

IBKR Hedge Fund Activity: Q1 2023 in Review

431 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2023, worth a combined $7.58B — up 14% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IBKR positions and 44 closed out — a net gain of 35 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $238M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 431 institutional investors held Interactive Brokers (IBKR) as of Q1 2023, up from 402 in Q4 2022.
  • Funds reported $7.58B of Interactive Brokers stock for Q1 2023, up 14% quarter-over-quarter.
  • 79 funds opened new Interactive Brokers positions in Q1 2023 and 44 closed out, a net change of +35 holders.
  • The largest Interactive Brokers buyer in Q1 2023 was Orbis Allan Gray, an estimated $238M added.
  • The largest Interactive Brokers seller in Q1 2023 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.