Interactive Brokers
IBKR
216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 34 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 60
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
15.73% more ownership
Funds ownership: 331.19% → 346.91% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% less capital invested
Capital invested by funds: $2.06B → $2.05B (-$7.55M)
0% less funds holding
Funds holding: 217 → 216 (-1)
52% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $22.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$247M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$43.6M |
| 3 |
O
OppenheimerFunds
New York
|
+$32.3M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$29.4M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KM
Kylin Management
New York
|
-$27.4M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$23.3M |
| 3 |
PC
Passport Capital
San Francisco,
California
|
-$19.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$18.6M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$17.9M |
IBKR Hedge Fund Activity: Q1 2017 in Review
216 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2017, worth a combined $2.05B — down 0.37% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IBKR positions and 34 closed out — a net gain of 6 holders — while 83 added to existing stakes and 60 trimmed.
The largest buyer was BlackRock, adding an estimated $247M. The largest seller was Kylin Management, exiting entirely with an estimated $27.4M sold.
- 216 institutional investors held Interactive Brokers (IBKR) as of Q1 2017, down from 217 in Q4 2016.
- Funds reported $2.05B of Interactive Brokers stock for Q1 2017, down 0.37% quarter-over-quarter.
- 40 funds opened new Interactive Brokers positions in Q1 2017 and 34 closed out, a net change of +6 holders.
- The largest Interactive Brokers buyer in Q1 2017 was BlackRock, an estimated $247M added.
- The largest Interactive Brokers seller in Q1 2017 was Kylin Management, an estimated $27.4M sold.
Based on aggregated 13F filings for Q1 2017.