Interactive Brokers
IBKR
431 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 163 increasing their positions, 134 reducing their positions, and 43 closing their positions.
86% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 43
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
22% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 134
14% more capital invested
Capital invested by funds: $6.66B → $7.58B (+$924M)
8% more funds holding
Funds holding: 400 → 431 (+31)
0.68% less ownership
Funds ownership: 357.52% → 356.84% (-0.68%)
15% less call options, than puts
Call options by funds: $69.4M | Put options by funds: $81.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$238M |
| 2 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
|
+$43.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$38.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$36.5M |
| 5 |
CCM
Cantillon Capital Management
New York
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$101M |
| 2 |
Select Equity Group
New York
|
-$83M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$78.3M |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$48.9M |
| 5 |
BCM
Bares Capital Management
Austin,
Texas
|
-$38.1M |
IBKR Hedge Fund Activity: Q1 2023 in Review
431 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2023, worth a combined $7.58B — up 14% from $6.66B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IBKR positions and 43 closed out — a net gain of 37 holders — while 163 added to existing stakes and 134 trimmed.
The largest buyer was Orbis Allan Gray, adding an estimated $238M. The largest seller was Millennium Management, cutting an estimated $101M.
- 431 institutional investors held Interactive Brokers (IBKR) as of Q1 2023, up from 400 in Q4 2022.
- Funds reported $7.58B of Interactive Brokers stock for Q1 2023, up 14% quarter-over-quarter.
- 80 funds opened new Interactive Brokers positions in Q1 2023 and 43 closed out, a net change of +37 holders.
- The largest Interactive Brokers buyer in Q1 2023 was Orbis Allan Gray, an estimated $238M added.
- The largest Interactive Brokers seller in Q1 2023 was Millennium Management, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2023.