Interactive Brokers
IBKR
252 hedge funds and large institutions have $2.91B invested in Interactive Brokers in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 67 reducing their positions, and 31 closing their positions.
74% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 31
34% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 67
9% more funds holding
Funds holding: 232 → 252 (+20)
0.21% more ownership
Funds ownership: 362.01% → 362.22% (+0.21%)
3% less capital invested
Capital invested by funds: $3B → $2.91B (-$89M)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
68% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $32.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.1M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$31.6M |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
+$31.6M |
| 4 |
Select Equity Group
New York
|
+$23.5M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kingstown Capital Management
New York
|
-$43.2M |
| 2 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$39.8M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
-$15.4M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$11.2M |
| 5 |
SA
Sycale Advisors
New York
|
-$10.3M |
IBKR Hedge Fund Activity: Q2 2020 in Review
252 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q2 2020, worth a combined $2.91B — down 3% from $3B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IBKR positions and 31 closed out — a net gain of 23 holders — while 90 added to existing stakes and 67 trimmed.
The largest buyer was Vanguard Group, adding an estimated $46.1M. The largest seller was Kingstown Capital Management, exiting entirely with an estimated $43.2M sold.
- 252 institutional investors held Interactive Brokers (IBKR) as of Q2 2020, up from 232 in Q1 2020.
- Funds reported $2.91B of Interactive Brokers stock for Q2 2020, down 3% quarter-over-quarter.
- 54 funds opened new Interactive Brokers positions in Q2 2020 and 31 closed out, a net change of +23 holders.
- The largest Interactive Brokers buyer in Q2 2020 was Vanguard Group, an estimated $46.1M added.
- The largest Interactive Brokers seller in Q2 2020 was Kingstown Capital Management, an estimated $43.2M sold.
Based on aggregated 13F filings for Q2 2020.