Interactive Brokers
IBKR
152 hedge funds and large institutions have $1.3B invested in Interactive Brokers in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 23 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
19% more capital invested
Capital invested by funds: $1.1B → $1.3B (+$207M)
15% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 47
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
1% more funds holding
Funds holding: 151 → 152 (+1)
59% less call options, than puts
Call options by funds: $8.26M | Put options by funds: $20M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
+$34.1M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$13.9M |
| 3 |
DP
Delta Partners
Boston,
Massachusetts
|
+$12.9M |
| 4 |
PC
Passport Capital
San Francisco,
California
|
+$9.37M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$65.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.11M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$7.63M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.03M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$5.88M |
IBKR Hedge Fund Activity: Q4 2014 in Review
152 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2014, worth a combined $1.3B — up 19% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBKR positions and 23 closed out — a net gain of 2 holders — while 54 added to existing stakes and 47 trimmed.
The largest buyer was Arlington Value Capital, opening a new position worth an estimated $34.1M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $65.1M sold.
- 152 institutional investors held Interactive Brokers (IBKR) as of Q4 2014, up from 151 in Q3 2014.
- Funds reported $1.3B of Interactive Brokers stock for Q4 2014, up 19% quarter-over-quarter.
- 25 funds opened new Interactive Brokers positions in Q4 2014 and 23 closed out, a net change of +2 holders.
- The largest Interactive Brokers buyer in Q4 2014 was Arlington Value Capital, an estimated $34.1M added.
- The largest Interactive Brokers seller in Q4 2014 was Epoch Investment Partners, an estimated $65.1M sold.
Based on aggregated 13F filings for Q4 2014.