Interactive Brokers
IBKR
243 hedge funds and large institutions have $3.63B invested in Interactive Brokers in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 30 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 74
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
0% more capital invested
Capital invested by funds: $3.63B → $3.63B (+$5.83M)
3% less funds holding
Funds holding: 250 → 243 (-7)
3.85% less ownership
Funds ownership: 356.3% → 352.44% (-3.9%)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
23% less call options, than puts
Call options by funds: $20.9M | Put options by funds: $27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$42.2M |
| 2 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$21M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$14.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.7M |
| 5 |
BTP
Bloom Tree Partners
New York
|
+$9.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$31.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$28.7M |
| 3 |
Select Equity Group
New York
|
-$14.4M |
| 4 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$13.6M |
| 5 |
Goldman Sachs
New York
|
-$8.55M |
IBKR Hedge Fund Activity: Q3 2019 in Review
243 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2019, worth a combined $3.63B — up 0.16% from $3.63B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IBKR and 24 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 96 added.
The largest buyer was Jarislowsky, Fraser Ltd, opening a new position worth an estimated $42.2M. The largest seller was Russell Investments Group, cutting an estimated $31.8M.
- 243 institutional investors held Interactive Brokers (IBKR) as of Q3 2019, down from 250 in Q2 2019.
- Funds reported $3.63B of Interactive Brokers stock for Q3 2019, up 0.16% quarter-over-quarter.
- 24 funds opened new Interactive Brokers positions in Q3 2019 and 30 closed out, a net change of -6 holders.
- The largest Interactive Brokers buyer in Q3 2019 was Jarislowsky, Fraser Ltd, an estimated $42.2M added.
- The largest Interactive Brokers seller in Q3 2019 was Russell Investments Group, an estimated $31.8M sold.
Based on aggregated 13F filings for Q3 2019.