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Interactive Brokers
IBKR

144 hedge funds and large institutions have $749M invested in Interactive Brokers in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more capital invested

Capital invested by funds: $614M → $749M (+$135M)

11% more funds holding

Funds holding: 130 → 144 (+14)

48% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $22.4M

Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
28
Increased
68
Reduced
32
Closed
12
Calls
$11.7M
Puts
$22.4M
Net Calls
-$10.7M
Net Calls Change
-$3.23M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$21.1M
2
MC
MSF Capital
New York
+$7.65M
3
KM
Kylin Management
New York
+$5.73M
4
BFA
BlackRock Fund Advisors
California
+$5.47M
5
EIP
Epoch Investment Partners
New York
+$4.55M

Top Sellers

1
RA
Royce & Associates
New York
-$10.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$8.54M
3
IG
ING Group
Netherlands
-$6.53M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.05M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M +$1M +233,080 +0.8%
RIM
2
RS Investment Management
California
$69.3M +$551K +128,412 +0.9%
AA
3
Ancient Art
Texas
$54.1M +$3.17M +737,940 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.8M +$3.36M +783,072 +8%
BFA
5
BlackRock Fund Advisors
California
$35.9M +$5.47M +1,273,844 +20%
RCG
6
Ruane, Cunniff & Goldfarb
New York
$32.6M +$21.1M +4,922,608 +243%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.4M +$1.27M +296,212 +5%
Citadel Advisors
8
Citadel Advisors
Florida
$26.3M -$4.9M -1,141,308 -17%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$24.5M -$3.22M -750,036 -13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$16.7M +$523K +121,768 +4%
BIT
11
BlackRock Institutional Trust
California
$16.5M -$628K -146,212 -4%
State Street
12
State Street
Massachusetts
$15.8M -$548K -127,716 -4%
Ameriprise
13
Ameriprise
Minnesota
$15.6M +$581K +135,280 +4%
Morgan Stanley
14
Morgan Stanley
New York
$9.1M -$300K -69,900 -3%
MC
15
MSF Capital
New York
$8.37M +$7.65M +1,782,664 New
Renaissance Technologies
16
Renaissance Technologies
New York
$8.33M +$579K +134,800 +8%
CCMH
17
Cornerstone Capital Management Holdings
New York
$7.46M +$372K +86,736 +6%
Norges Bank
18
Norges Bank
Norway
$6.99M – – –
BlackRock
19
BlackRock
New York
$6.99M +$9.36K +2,180 +0.1%
KM
20
Kylin Management
New York
$6.27M +$5.73M +1,335,600 New
CA
21
Continental Advisors
Utah
$5.67M -$2.44M -569,536 -32%
Deutsche Bank
22
Deutsche Bank
Germany
$5.65M -$8.54M -1,990,580 -62%
Retirement Systems of Alabama
23
Retirement Systems of Alabama
Alabama
$5.5M +$2.57M +598,320 +104%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.13M +$991K +230,832 +27%
GWM
25
Greenwich Wealth Management
Connecticut
$5.05M +$1.32M +308,580 +40%
1
2 3 4 5

IBKR Hedge Fund Activity: Q3 2013 in Review

144 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2013, worth a combined $749M — up 22% from $614M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBKR positions and 12 closed out — a net gain of 16 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Ruane, Cunniff & Goldfarb, adding an estimated $21.1M. The largest seller was Royce & Associates, cutting an estimated $10.1M.

  • 144 institutional investors held Interactive Brokers (IBKR) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $749M of Interactive Brokers stock for Q3 2013, up 22% quarter-over-quarter.
  • 28 funds opened new Interactive Brokers positions in Q3 2013 and 12 closed out, a net change of +16 holders.
  • The largest Interactive Brokers buyer in Q3 2013 was Ruane, Cunniff & Goldfarb, an estimated $21.1M added.
  • The largest Interactive Brokers seller in Q3 2013 was Royce & Associates, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2013.