Interactive Brokers
IBKR
249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.
5.6% more ownership
Funds ownership: 336.57% → 342.17% (+5.6%)
0% more capital invested
Capital invested by funds: $3.49B → $3.51B (+$10.8M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
9% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 87
7% less funds holding
Funds holding: 269 → 249 (-20)
20% less call options, than puts
Call options by funds: $24.5M | Put options by funds: $30.7M
28% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
+$57.2M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$40.5M |
| 3 |
Select Equity Group
New York
|
+$39.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.3M |
| 5 |
BTP
Bloom Tree Partners
New York
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.3M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$19.9M |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
-$19.1M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$19.1M |
| 5 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
-$18.7M |
IBKR Hedge Fund Activity: Q4 2018 in Review
249 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2018, worth a combined $3.51B — up 0.31% from $3.49B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IBKR and 42 opened new positions — a net loss of 16 holders — while 87 trimmed existing stakes and 79 added.
The largest buyer was Bares Capital Management, adding an estimated $57.2M. The largest seller was Morgan Stanley, cutting an estimated $25.3M.
- 249 institutional investors held Interactive Brokers (IBKR) as of Q4 2018, down from 269 in Q3 2018.
- Funds reported $3.51B of Interactive Brokers stock for Q4 2018, up 0.31% quarter-over-quarter.
- 42 funds opened new Interactive Brokers positions in Q4 2018 and 58 closed out, a net change of -16 holders.
- The largest Interactive Brokers buyer in Q4 2018 was Bares Capital Management, an estimated $57.2M added.
- The largest Interactive Brokers seller in Q4 2018 was Morgan Stanley, an estimated $25.3M sold.
Based on aggregated 13F filings for Q4 2018.