Interactive Brokers
IBKR
292 hedge funds and large institutions have $3.96B invested in Interactive Brokers in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 34 closing their positions.
74% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 34
27% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 86
9% more funds holding
Funds holding: 268 → 292 (+24)
5.12% less ownership
Funds ownership: 349.16% → 344.05% (-5.1%)
6% less capital invested
Capital invested by funds: $4.2B → $3.96B (-$236M)
47% less funds holding in top 10
Funds holding in top 10: 19 → 10 (-9)
54% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $48.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$119M |
| 2 |
KM
Kylin Management
New York
|
+$36.4M |
| 3 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$29.2M |
| 4 |
Goldman Sachs
New York
|
+$24.6M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$146M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$134M |
| 3 |
Morgan Stanley
New York
|
-$55.5M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$42.6M |
| 5 |
AA
Ancient Art
Austin,
Texas
|
-$41.8M |
IBKR Hedge Fund Activity: Q2 2018 in Review
292 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q2 2018, worth a combined $3.96B — down 5.6% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IBKR positions and 34 closed out — a net gain of 25 holders — while 109 added to existing stakes and 86 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $119M. The largest seller was Vanguard Group, cutting an estimated $146M.
- 292 institutional investors held Interactive Brokers (IBKR) as of Q2 2018, up from 268 in Q1 2018.
- Funds reported $3.96B of Interactive Brokers stock for Q2 2018, down 5.6% quarter-over-quarter.
- 59 funds opened new Interactive Brokers positions in Q2 2018 and 34 closed out, a net change of +25 holders.
- The largest Interactive Brokers buyer in Q2 2018 was Kayne Anderson Rudnick Investment Management, an estimated $119M added.
- The largest Interactive Brokers seller in Q2 2018 was Vanguard Group, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2018.