Interactive Brokers
IBKR
251 hedge funds and large institutions have $3.44B invested in Interactive Brokers in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 29 closing their positions.
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
10.58% more ownership
Funds ownership: 342.17% → 352.75% (+11%)
5% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 85
1% more funds holding
Funds holding: 249 → 251 (+2)
2% less capital invested
Capital invested by funds: $3.51B → $3.44B (-$70M)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
43% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $41.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$24.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$18.6M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$13.4M |
| 4 |
EA
Echinus Advisors
New York
|
+$13.3M |
| 5 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$13.1M |
| 2 |
Bank of New York Mellon
New York
|
-$11.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$6.71M |
| 4 |
O
OppenheimerFunds
New York
|
-$6.21M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$5.68M |
IBKR Hedge Fund Activity: Q1 2019 in Review
251 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2019, worth a combined $3.44B — down 2% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBKR positions and 29 closed out — a net gain of 4 holders — while 89 added to existing stakes and 85 trimmed.
The largest buyer was Select Equity Group, adding an estimated $24.7M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $13.1M sold.
- 251 institutional investors held Interactive Brokers (IBKR) as of Q1 2019, up from 249 in Q4 2018.
- Funds reported $3.44B of Interactive Brokers stock for Q1 2019, down 2% quarter-over-quarter.
- 33 funds opened new Interactive Brokers positions in Q1 2019 and 29 closed out, a net change of +4 holders.
- The largest Interactive Brokers buyer in Q1 2019 was Select Equity Group, an estimated $24.7M added.
- The largest Interactive Brokers seller in Q1 2019 was Weiss Multi-Strategy Advisers, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2019.