Interactive Brokers
IBKR
456 hedge funds and large institutions have $7.83B invested in Interactive Brokers in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 55 closing their positions.
45% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 55
5% more funds holding
Funds holding: 435 → 456 (+21)
4.42% more ownership
Funds ownership: 348.44% → 352.86% (+4.4%)
3% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 159
3% less capital invested
Capital invested by funds: $8.08B → $7.83B (-$258M)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
10% less call options, than puts
Call options by funds: $78.6M | Put options by funds: $87.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$136M |
| 2 |
JP Morgan Chase
New York
|
+$89.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$50.7M |
| 4 |
Goldman Sachs
New York
|
+$42.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$123M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$105M |
| 3 |
SC
Samlyn Capital
New York
|
-$46.2M |
| 4 |
JCM
Junto Capital Management
New York
|
-$44.2M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$34.6M |
IBKR Hedge Fund Activity: Q4 2023 in Review
456 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2023, worth a combined $7.83B — down 3.2% from $8.08B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IBKR positions and 55 closed out — a net gain of 25 holders — while 154 added to existing stakes and 159 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $136M. The largest seller was Select Equity Group, cutting an estimated $123M.
- 456 institutional investors held Interactive Brokers (IBKR) as of Q4 2023, up from 435 in Q3 2023.
- Funds reported $7.83B of Interactive Brokers stock for Q4 2023, down 3.2% quarter-over-quarter.
- 80 funds opened new Interactive Brokers positions in Q4 2023 and 55 closed out, a net change of +25 holders.
- The largest Interactive Brokers buyer in Q4 2023 was Neuberger Berman Group, an estimated $136M added.
- The largest Interactive Brokers seller in Q4 2023 was Select Equity Group, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2023.