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Interactive Brokers
IBKR

254 hedge funds and large institutions have $3.79B invested in Interactive Brokers in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 76 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 21

29% more capital invested

Capital invested by funds: $2.93B → $3.79B (+$852M)

25% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $20.6M

23% more funds holding

Funds holding: 207 → 254 (+47)

6% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

6.57% less ownership

Funds ownership: 364.47% → 357.9% (-6.6%)

Holders
254
Holders Change
+47
Holders Change %
+22.71%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
69
Increased
76
Reduced
72
Closed
21
Calls
$25.8M
Puts
$20.6M
Net Calls
+$5.23M
Net Calls Change
+$8.15M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$51.1M
2
State Street
State Street
Massachusetts
+$38.8M
3
HCM
Hitchwood Capital Management
New York
+$38.2M
4
MGM
Miura Global Management
New York
+$31.4M
5
BCM
Bares Capital Management
Texas
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$63.4M
2
AA
Ancient Art
Texas
-$55M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$38.7M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$35.1M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IG
151
ING Group
Netherlands
$639K +$588K +43,140 New
HFS
152
Haverford Financial Services
Pennsylvania
$637K – – –
SEC
153
Seven Eight Capital
New York
$628K +$578K +42,400 New
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$618K +$569K +41,760 New
AIG
155
American International Group
New York
$600K +$79.3K +5,816 +17%
DZ Bank
156
DZ Bank
Germany
$592K – – –
MCIM
157
Meadow Creek Investment Management
Georgia
$554K +$44.3K +3,248 +10%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$549K +$506K +37,120 New
PGIM
159
Pacific Global Investment Management
California
$545K +$502K +36,796 New
M&T Bank
160
M&T Bank
New York
$513K +$78.3K +5,744 +20%
LPL Financial
161
LPL Financial
California
$512K -$10.6K -776 -2%
MAM
162
Martingale Asset Management
Massachusetts
$504K +$464K +34,020 New
AB
163
Amalgamated Bank
New York
$495K +$43.2K +3,172 +10%
Citigroup
164
Citigroup
New York
$486K -$1.54M -112,788 -77%
BCM
165
Bayesian Capital Management
New York
$486K +$447K +32,800 New
OC
166
Oppenheimer & Co
New York
$486K +$447K +32,800 New
PA
167
Profund Advisors
Maryland
$437K -$172K -12,616 -30%
EP
168
Elkfork Partners
Oregon
$435K +$34.8K +2,552 +10%
Wolverine Trading
169
Wolverine Trading
Illinois
$432K +$398K +29,208 New
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$420K +$203K +14,872 +110%
SP
171
Successful Portfolios
Florida
$416K +$383K +28,128 New
SCM
172
Shelton Capital Management
Colorado
$390K – – –
Brown Advisory
173
Brown Advisory
Maryland
$384K – – –
AI
174
Atria Investments
North Carolina
$376K +$38K +2,788 +12%
CSS
175
Cubist Systematic Strategies
Connecticut
$367K +$338K +24,816 New
5 6
7
8 9

IBKR Hedge Fund Activity: Q4 2017 in Review

254 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2017, worth a combined $3.79B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IBKR positions and 21 closed out — a net gain of 48 holders — while 76 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.1M. The largest seller was BlackRock, cutting an estimated $63.4M.

  • 254 institutional investors held Interactive Brokers (IBKR) as of Q4 2017, up from 207 in Q3 2017.
  • Funds reported $3.79B of Interactive Brokers stock for Q4 2017, up 29% quarter-over-quarter.
  • 69 funds opened new Interactive Brokers positions in Q4 2017 and 21 closed out, a net change of +48 holders.
  • The largest Interactive Brokers buyer in Q4 2017 was Morgan Stanley, an estimated $51.1M added.
  • The largest Interactive Brokers seller in Q4 2017 was BlackRock, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2017.