Interactive Brokers
IBKR
210 hedge funds and large institutions have $2.29B invested in Interactive Brokers in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
24% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 66
14% more capital invested
Capital invested by funds: $2.01B → $2.29B (+$278M)
4% more funds holding
Funds holding: 202 → 210 (+8)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
48% less call options, than puts
Call options by funds: $13.8M | Put options by funds: $26.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
+$78.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$42.1M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$19.9M |
| 4 |
JCM
Junto Capital Management
New York
|
+$12.3M |
| 5 |
VCM
Valiant Capital Management
San Francisco,
California
|
+$8.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Passport Capital
San Francisco,
California
|
-$24.3M |
| 2 |
KM
Kylin Management
New York
|
-$22M |
| 3 |
QOP
Quinn Opportunity Partners
Charlottesville,
Virginia
|
-$18.6M |
| 4 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
-$14.1M |
| 5 |
AA
Ancient Art
Austin,
Texas
|
-$13.3M |
IBKR Hedge Fund Activity: Q4 2015 in Review
210 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2015, worth a combined $2.29B — up 14% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBKR positions and 24 closed out — a net gain of 10 holders — while 82 added to existing stakes and 66 trimmed.
The largest buyer was Scopia Capital Management, opening a new position worth an estimated $78.5M. The largest seller was Passport Capital, cutting an estimated $24.3M.
- 210 institutional investors held Interactive Brokers (IBKR) as of Q4 2015, up from 202 in Q3 2015.
- Funds reported $2.29B of Interactive Brokers stock for Q4 2015, up 14% quarter-over-quarter.
- 34 funds opened new Interactive Brokers positions in Q4 2015 and 24 closed out, a net change of +10 holders.
- The largest Interactive Brokers buyer in Q4 2015 was Scopia Capital Management, an estimated $78.5M added.
- The largest Interactive Brokers seller in Q4 2015 was Passport Capital, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2015.