Interactive Brokers
IBKR
435 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 149 reducing their positions, and 52 closing their positions.
99% more call options, than puts
Call options by funds: $79.9M | Put options by funds: $40.2M
29% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 52
6% more capital invested
Capital invested by funds: $7.61B → $8.08B (+$469M)
3% more funds holding
Funds holding: 424 → 435 (+11)
2% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 149
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
7.68% less ownership
Funds ownership: 356.12% → 348.44% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$51.7M |
| 3 |
Neuberger Berman Group
New York
|
+$46.6M |
| 4 |
Millennium Management
New York
|
+$35.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$107M |
| 2 |
Select Equity Group
New York
|
-$43.8M |
| 3 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$38.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$36.9M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$28.1M |
IBKR Hedge Fund Activity: Q3 2023 in Review
435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2023, worth a combined $8.08B — up 6.2% from $7.61B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IBKR positions and 52 closed out — a net gain of 15 holders — while 152 added to existing stakes and 149 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $107M.
- 435 institutional investors held Interactive Brokers (IBKR) as of Q3 2023, up from 424 in Q2 2023.
- Funds reported $8.08B of Interactive Brokers stock for Q3 2023, up 6.2% quarter-over-quarter.
- 67 funds opened new Interactive Brokers positions in Q3 2023 and 52 closed out, a net change of +15 holders.
- The largest Interactive Brokers buyer in Q3 2023 was Fidelity Investments, an estimated $107M added.
- The largest Interactive Brokers seller in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $107M sold.
Based on aggregated 13F filings for Q3 2023.