Interactive Brokers
IBKR
247 hedge funds and large institutions have $3.24B invested in Interactive Brokers in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 25 closing their positions.
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
9.36% more ownership
Funds ownership: 352.44% → 361.8% (+9.4%)
2% more funds holding
Funds holding: 243 → 247 (+4)
4% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 79
11% less capital invested
Capital invested by funds: $3.63B → $3.24B (-$396M)
28% less call options, than puts
Call options by funds: $20.9M | Put options by funds: $29.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.2M |
| 2 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
+$13M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$11.7M |
| 4 |
Select Equity Group
New York
|
+$11.1M |
| 5 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAMA
Nikko Asset Management Americas
New York
|
-$22.2M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$22.2M |
| 3 |
BTP
Bloom Tree Partners
New York
|
-$21.7M |
| 4 |
MGM
Miura Global Management
New York
|
-$16.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.5M |
IBKR Hedge Fund Activity: Q4 2019 in Review
247 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2019, worth a combined $3.24B — down 11% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBKR positions and 25 closed out — a net gain of 13 holders — while 82 added to existing stakes and 79 trimmed.
The largest buyer was Vanguard Group, adding an estimated $58.2M. The largest seller was Nikko Asset Management Americas, cutting an estimated $22.2M.
- 247 institutional investors held Interactive Brokers (IBKR) as of Q4 2019, up from 243 in Q3 2019.
- Funds reported $3.24B of Interactive Brokers stock for Q4 2019, down 11% quarter-over-quarter.
- 38 funds opened new Interactive Brokers positions in Q4 2019 and 25 closed out, a net change of +13 holders.
- The largest Interactive Brokers buyer in Q4 2019 was Vanguard Group, an estimated $58.2M added.
- The largest Interactive Brokers seller in Q4 2019 was Nikko Asset Management Americas, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2019.