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Interactive Brokers
IBKR

496 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

35% more capital invested

Capital invested by funds: $7.81B → $10.6B (+$2.77B)

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

9% more funds holding

Funds holding: 456 → 496 (+40)

1.65% more ownership

Funds ownership: 351.96% → 353.62% (+1.7%)

3% less call options, than puts

Call options by funds: $116M | Put options by funds: $119M

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
7.14%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
162
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$281M
2
JP Morgan Chase
JP Morgan Chase
New York
+$231M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$146M
4
JCM
Junto Capital Management
New York
+$47.5M
5
AM
AGF Management
Ontario, Canada
+$42.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$117M
2
Marshall Wace
Marshall Wace
United Kingdom
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
4
Goldman Sachs
Goldman Sachs
New York
-$73M
5
OAG
Orbis Allan Gray
Bermuda
-$63.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
501
Natixis
France
– -$6.57M -316,868 Closed
SPS
502
Susquehanna Portfolio Strategies
Pennsylvania
– -$5.32M -256,620 Closed
Two Sigma Investments
503
Two Sigma Investments
New York
– -$3.96M -191,200 Closed
WMSA
504
Weiss Multi-Strategy Advisers
New York
– -$3.69M -178,184 Closed
Artisan Partners
505
Artisan Partners
Wisconsin
– -$3.45M -166,392 Closed
DTL
506
Dynamic Technology Lab
Singapore
– -$2.97M -143,316 Closed
CP
507
Cumberland Partners
Ontario, Canada
– -$2.69M -130,000 Closed
EGM
508
Engineers Gate Manager
New York
– -$2.46M -118,616 Closed
QOP
509
Quinn Opportunity Partners
Virginia
– -$1.97M -95,016 Closed
LAM
510
LECAP Asset Management
United Kingdom
– -$1.91M -92,168 Closed
DWM
511
Darwin Wealth Management
Florida
– -$1.6M -76,984 Closed
SM
512
Sciencast Management
New Jersey
– -$1.37M -66,072 Closed
VI
513
Versor Investments
New York
– -$1.27M -61,200 Closed
TSS
514
Two Sigma Securities
New York
– -$941K -45,420 Closed
AC
515
AXQ Capital
New Jersey
– -$763K -36,800 Closed
GCM
516
Graham Capital Management
Connecticut
– -$754K -36,380 Closed
BS
517
Banco Santander
Spain
– -$608K -29,324 Closed
FRM
518
Fox Run Management
Connecticut
– -$584K -28,184 Closed
RPCONE
519
Retirement Planning Company of New England
Rhode Island
– -$575K -27,760 Closed
GS
520
GTS Securities
New York
– -$675K -27,108 Closed
CCIA
521
Campbell & Co Investment Adviser
Maryland
– -$494K -23,828 Closed
BAM
522
Blueshift Asset Management
New Jersey
– -$428K -20,656 Closed
IIM
523
INTECH Investment Management
Florida
– -$427K -20,620 Closed
II
524
Ibex Investors
Colorado
– -$411K -19,844 Closed
AC
525
Avestar Capital
New York
– -$391K -18,880 Closed
18 19 20
21
22

IBKR Hedge Fund Activity: Q1 2024 in Review

496 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2024, worth a combined $10.6B — up 35% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IBKR positions and 48 closed out — a net gain of 43 holders — while 162 added to existing stakes and 173 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $281M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $117M.

  • 496 institutional investors held Interactive Brokers (IBKR) as of Q1 2024, up from 456 in Q4 2023.
  • Funds reported $10.6B of Interactive Brokers stock for Q1 2024, up 35% quarter-over-quarter.
  • 91 funds opened new Interactive Brokers positions in Q1 2024 and 48 closed out, a net change of +43 holders.
  • The largest Interactive Brokers buyer in Q1 2024 was Egerton Capital (UK), an estimated $281M added.
  • The largest Interactive Brokers seller in Q1 2024 was Kayne Anderson Rudnick Investment Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.