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Interactive Brokers
IBKR

Overview Fund Activity

249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
42
Increased
79
Reduced
87
Closed
58
Calls
$24.5M
Puts
$30.7M
Net Calls
-$6.22M
Net Calls Change
-$8.52M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$58.5M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41.5M
3
Select Equity Group
Select Equity Group
New York
+$40.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$37.2M
5
BTP
Bloom Tree Partners
New York
+$28.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$19.9M
3
NAMA
Nikko Asset Management Americas
New York
-$19.6M
4
AVC
Arlington Value Capital
Utah
-$19.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
226
Arax Advisory Partners
Colorado
$8K – – –
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +376 New
PCA
228
Providence Capital Advisors
North Carolina
$4K -$1.49K -100 -27%
VFA
229
Valeo Financial Advisors
Indiana
$4K – – –
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +200 New
OAM
231
Oppenheimer Asset Management
New York
$3K +$3K +240 New
BCA
232
Berman Capital Advisors
Georgia
$3K +$3K +256 New
EARNEST Partners
233
EARNEST Partners
Georgia
$2K – – –
AIM
234
Advantage Investment Management
Iowa
$2K – – –
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +128 New
AIC
236
Ameritas Investment Company
Nebraska
$2K +$2K +160 New
AIA
237
Alera Investment Advisors
Illinois
$2K +$2K +176 New
IA
238
IFP Advisors
Florida
$1K -$8.42K -404 -89%
PCG
239
Private Capital Group
Connecticut
$1K -$143 -12 -13%
TWA
240
TCI Wealth Advisors
Arizona
$1K – – –
PWMG
241
Prestige Wealth Management Group
New Jersey
$1K +$1K +56 New
FTI
242
Fiduciary Trust International
Massachusetts
$1K +$1K +80 New
LPWM
243
Lake Point Wealth Management
Texas
$1K +$1K +80 New
S
244
SignatureFD
Georgia
$1K +$1K +84 New
CAW
245
Cornerstone Advisors (Washington)
Washington
$1K +$1K +100 New
GT
246
Glenmede Trust
Pennsylvania
$3 +$3 +272 New
Assenagon Asset Management
247
Assenagon Asset Management
Luxembourg
– -$19.9M -1,438,212 Closed
KM
248
Kylin Management
New York
– -$12.8M -929,200 Closed
Voloridge Investment Management
249
Voloridge Investment Management
Florida
– -$8.65M -625,284 Closed
N
250
Natixis
France
– -$7.68M -555,708 Closed
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