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Interactive Brokers
IBKR

254 hedge funds and large institutions have $3.79B invested in Interactive Brokers in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 76 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 21

29% more capital invested

Capital invested by funds: $2.93B → $3.79B (+$852M)

25% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $20.6M

23% more funds holding

Funds holding: 207 → 254 (+47)

6% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

6.57% less ownership

Funds ownership: 364.47% → 357.9% (-6.6%)

Holders
254
Holders Change
+47
Holders Change %
+22.71%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
69
Increased
76
Reduced
72
Closed
21
Calls
$25.8M
Puts
$20.6M
Net Calls
+$5.23M
Net Calls Change
+$8.15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.1M
2
State Street
State Street
Massachusetts
+$38.8M
3
HCM
Hitchwood Capital Management
New York
+$38.2M
4
MGM
Miura Global Management
New York
+$31.4M
5
BCM
Bares Capital Management
Texas
+$15.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$63.4M
2
AA
Ancient Art
Texas
-$55M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$38.7M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$35.1M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$385M +$10.9M +798,056 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$356M +$7.54M +553,348 +2%
BlackRock
3
BlackRock
New York
$342M -$63.4M -4,649,816 -17%
BCM
4
Bares Capital Management
Texas
$287M +$15.3M +1,122,296 +6%
AA
5
Ancient Art
Texas
$142M -$55M -4,034,076 -30%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$140M +$5.61M +411,228 +5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$136M -$1.06M -77,856 -0.8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$128M +$2.99M +219,412 +3%
CCM
9
Cantillon Capital Management
New York
$121M -$5.76M -422,848 -5%
State Street
10
State Street
Massachusetts
$112M +$38.8M +2,846,328 +60%
AVC
11
Arlington Value Capital
Utah
$110M -$1.95M -142,776 -2%
TGHSA
12
TPG Group Holdings (SBS) Advisors
Texas
$91M -$35.1M -2,572,504 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$79.2M -$14.2M -1,040,000 -16%
Select Equity Group
14
Select Equity Group
New York
$72.2M -$117K -8,604 -0.2%
EA
15
Echinus Advisors
New York
$67.5M – – –
RCG
16
Ruane, Cunniff & Goldfarb
New York
$59.4M -$38.7M -2,839,324 -41%
Morgan Stanley
17
Morgan Stanley
New York
$56.4M +$51.1M +3,750,632 +6,666%
O
18
OppenheimerFunds
New York
$52.5M -$3.94M -289,100 -8%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$48.8M -$76.3K -5,600 -0.2%
HCM
20
Hitchwood Capital Management
New York
$41.4M +$38.2M +2,800,000 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$40.4M -$3.67M -269,488 -9%
Northern Trust
22
Northern Trust
Illinois
$37.2M +$1.71M +125,356 +5%
Victory Capital Management
23
Victory Capital Management
Texas
$36.8M -$16M -1,176,128 -32%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$35.2M +$619K +45,392 +2%
MGM
25
Miura Global Management
New York
$34M +$31.4M +2,300,000 New
1
2 3 4 5

IBKR Hedge Fund Activity: Q4 2017 in Review

254 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2017, worth a combined $3.79B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IBKR positions and 21 closed out — a net gain of 48 holders — while 76 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.1M. The largest seller was BlackRock, cutting an estimated $63.4M.

  • 254 institutional investors held Interactive Brokers (IBKR) as of Q4 2017, up from 207 in Q3 2017.
  • Funds reported $3.79B of Interactive Brokers stock for Q4 2017, up 29% quarter-over-quarter.
  • 69 funds opened new Interactive Brokers positions in Q4 2017 and 21 closed out, a net change of +48 holders.
  • The largest Interactive Brokers buyer in Q4 2017 was Morgan Stanley, an estimated $51.1M added.
  • The largest Interactive Brokers seller in Q4 2017 was BlackRock, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2017.