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Interactive Brokers
IBKR

Overview Fund Activity

251 hedge funds and large institutions have $3.44B invested in Interactive Brokers in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
5.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
33
Increased
89
Reduced
85
Closed
29
Calls
$23.6M
Puts
$41.6M
Net Calls
-$18.1M
Net Calls Change
-$11.8M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$128M
2
Wells Fargo
Wells Fargo
California
$39M
3
BCM
Bares Capital Management
Texas
$373M
4
EA
Echinus Advisors
New York
$125M
5
WCM
Woodson Capital Management
Connecticut
$23.2M

Top Sellers

1
WMSA
Weiss Multi-Strategy Advisers
New York
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$37.6M
3
American Century Companies
American Century Companies
Missouri
$0
4
O
OppenheimerFunds
New York
$36.6M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
226
Squar Milner Financial Services
California
$10K +$10K +836 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$7K -$3.71M -220,608 -100%
HR
228
Howe & Rusling
New York
$6K -$2.6M -190,840 -100%
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$6K -$5.45K -436 -48%
SCM
230
Shelton Capital Management
Colorado
$5.25K -$95.9K -19,924 -95%
GEA
231
Glen Eagle Advisors
New Jersey
$5.19K +$5.19K +400 New
AF
232
Advisornet Financial
Minnesota
$5K +$5K +400 New
SWP
233
Strategic Wealth Partners
Ohio
$5K +$5K +400 New
VFA
234
Valeo Financial Advisors
Indiana
$4K – – –
OAM
235
Oppenheimer Asset Management
New York
$3K -$600 -40 -17%
BCA
236
Berman Capital Advisors
Georgia
$3K -$254 -20 -8%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
AIM
238
Advantage Investment Management
Iowa
$2K – – –
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
EARNEST Partners
240
EARNEST Partners
Georgia
$2K – – –
CAW
241
Cornerstone Advisors (Washington)
Washington
$2K +$571 +40 +40%
AAMU
242
Amundi Asset Management US
Massachusetts
$2K +$2K +160 New
AIA
243
Alera Investment Advisors
Illinois
$1K -$2.14K -120 -68%
PCG
244
Private Capital Group
Connecticut
$1K -$167 -12 -14%
PA
245
Parallel Advisors
California
$1K – – –
TWA
246
TCI Wealth Advisors
Arizona
$1K – – –
LPWM
247
Lake Point Wealth Management
Texas
$1K – – –
LFA
248
Legacy Financial Advisors
Kentucky
$1K +$1K +40 New
Bessemer Group
249
Bessemer Group
New Jersey
$1K +$1K +88 New
GT
250
Glenmede Trust
Pennsylvania
$3 – – –
8 9
10
11 12