Interactive Brokers
IBKR
156 hedge funds and large institutions have $955M invested in Interactive Brokers in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 21 closing their positions.
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
1% more funds holding
Funds holding: 155 → 156 (+1)
6% less capital invested
Capital invested by funds: $1.02B → $955M (-$62.9M)
13% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 61
42% less call options, than puts
Call options by funds: $9.78M | Put options by funds: $16.8M
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$26.6M |
| 2 |
KM
Kylin Management
New York
|
+$21.2M |
| 3 |
Millennium Management
New York
|
+$18M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$9.89M |
| 5 |
AA
Ancient Art
Austin,
Texas
|
+$6.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.9M |
| 2 |
Bank of New York Mellon
New York
|
-$9.69M |
| 3 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$6.93M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.99M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$5.08M |
IBKR Hedge Fund Activity: Q1 2014 in Review
156 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2014, worth a combined $955M — down 6.2% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBKR positions and 21 closed out — a net gain of 1 holder — while 53 added to existing stakes and 61 trimmed.
The largest buyer was Epoch Investment Partners, adding an estimated $26.6M. The largest seller was Fidelity Investments, cutting an estimated $17.9M.
- 156 institutional investors held Interactive Brokers (IBKR) as of Q1 2014, up from 155 in Q4 2013.
- Funds reported $955M of Interactive Brokers stock for Q1 2014, down 6.2% quarter-over-quarter.
- 22 funds opened new Interactive Brokers positions in Q1 2014 and 21 closed out, a net change of +1 holder.
- The largest Interactive Brokers buyer in Q1 2014 was Epoch Investment Partners, an estimated $26.6M added.
- The largest Interactive Brokers seller in Q1 2014 was Fidelity Investments, an estimated $17.9M sold.
Based on aggregated 13F filings for Q1 2014.