Interactive Brokers
IBKR
216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 21 closing their positions.
331.34% more ownership
Funds ownership: 0% → 331.34% (+331%)
114% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 21
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
18% more call options, than puts
Call options by funds: $15M | Put options by funds: $12.7M
9% more funds holding
Funds holding: 198 → 216 (+18)
3% more capital invested
Capital invested by funds: $1.99B → $2.05B (+$62.1M)
3% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$21.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.45M |
| 4 |
Morgan Stanley
New York
|
+$8.35M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KM
Kylin Management
New York
|
-$44.3M |
| 2 |
PC
Passport Capital
San Francisco,
California
|
-$22.7M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$17.5M |
| 4 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
-$9.45M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$5.79M |
IBKR Hedge Fund Activity: Q4 2016 in Review
216 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2016, worth a combined $2.05B — up 3.1% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IBKR positions and 21 closed out — a net gain of 24 holders — while 64 added to existing stakes and 66 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $21.2M. The largest seller was Kylin Management, cutting an estimated $44.3M.
- 216 institutional investors held Interactive Brokers (IBKR) as of Q4 2016, up from 198 in Q3 2016.
- Funds reported $2.05B of Interactive Brokers stock for Q4 2016, up 3.1% quarter-over-quarter.
- 45 funds opened new Interactive Brokers positions in Q4 2016 and 21 closed out, a net change of +24 holders.
- The largest Interactive Brokers buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $21.2M added.
- The largest Interactive Brokers seller in Q4 2016 was Kylin Management, an estimated $44.3M sold.
Based on aggregated 13F filings for Q4 2016.