Interactive Brokers
IBKR
156 hedge funds and large institutions have $1.02B invested in Interactive Brokers in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 18 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
36% more capital invested
Capital invested by funds: $749M → $1.02B (+$269M)
12% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 51
8% more funds holding
Funds holding: 144 → 156 (+12)
41% less call options, than puts
Call options by funds: $22.4M | Put options by funds: $38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KM
Kylin Management
New York
|
+$63.3M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$26.6M |
| 3 |
ACM
Apex Capital Management
Dayton,
Ohio
|
+$12.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.93M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.6M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
-$8.14M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.04M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$5.5M |
IBKR Hedge Fund Activity: Q4 2013 in Review
156 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2013, worth a combined $1.02B — up 36% from $749M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IBKR positions and 18 closed out — a net gain of 12 holders — while 57 added to existing stakes and 51 trimmed.
The largest buyer was Kylin Management, adding an estimated $63.3M. The largest seller was Citadel Advisors, cutting an estimated $29.5M.
- 156 institutional investors held Interactive Brokers (IBKR) as of Q4 2013, up from 144 in Q3 2013.
- Funds reported $1.02B of Interactive Brokers stock for Q4 2013, up 36% quarter-over-quarter.
- 30 funds opened new Interactive Brokers positions in Q4 2013 and 18 closed out, a net change of +12 holders.
- The largest Interactive Brokers buyer in Q4 2013 was Kylin Management, an estimated $63.3M added.
- The largest Interactive Brokers seller in Q4 2013 was Citadel Advisors, an estimated $29.5M sold.
Based on aggregated 13F filings for Q4 2013.