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Interactive Brokers
IBKR

Overview Fund Activity

250 hedge funds and large institutions have $3.63B invested in Interactive Brokers in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 28 closing their positions.

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
31
Increased
82
Reduced
85
Closed
28
Calls
$16.6M
Puts
$26M
Net Calls
-$9.37M
Net Calls Change
+$8.68M

Top Buyers

1
Invesco
1
Invesco
Georgia
$37.5M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$404M
3
CRCM
3
Cat Rock Capital Management
Connecticut
$32.9M
4
PWAM
4
Park West Asset Management
California
$23.3M
5
TCM
5
Tran Capital Management
California
$17.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$235M
2
Select Equity Group
2
Select Equity Group
New York
$120M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$37.1M
4
ABI
4
Abrams Bison Investments
Maryland
$0
5
WCM
5
Woodson Capital Management
Connecticut
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$12K 249 – –
CIA
227
CSat Investment Advisory
Michigan
$11K 212 +212 New
ATC
228
Adirondack Trust Company
New York
$10K 250 – –
SF
229
Synovus Financial
Georgia
$10K 190 – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$7K 104 – –
GEA
231
Glen Eagle Advisors
New Jersey
$5.45K 100 – –
SMFS
232
Squar Milner Financial Services
California
$5K 84 -125 -60%
AF
233
Advisornet Financial
Minnesota
$5K 100 – –
AAMU
234
Amundi Asset Management US
Massachusetts
$4K 66 +26 +65%
VCM
235
Versant Capital Management
Arizona
$3K 63 -321 -84%
OAM
236
Oppenheimer Asset Management
New York
$3K 50 – –
BCA
237
Berman Capital Advisors
Georgia
$3K 59 – –
CAW
238
Cornerstone Advisors (Washington)
Washington
$2K 35 – –
EARNEST Partners
239
EARNEST Partners
Georgia
$2K 33 – –
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 32 – –
PCG
241
Private Capital Group
Connecticut
$2K 24 +6 +33%
WAS
242
Winch Advisory Services
Wisconsin
$2K 29 +29 New
SPIA
243
Steward Partners Investment Advisory
New York
$2K 52 +52 New
AIM
244
Advantage Investment Management
Iowa
$1K 13 -28 -68%
LPWM
245
Lake Point Wealth Management
Texas
$1K 20 – –
PA
246
Parallel Advisors
California
$1K 14 – –
TFO
247
Tarbox Family Office
California
$1K 24 +24 New
GT
248
Glenmede Trust
Pennsylvania
$3 68 – –
ABI
249
Abrams Bison Investments
Maryland
– – -229,899 Closed
Nordea Investment Management
250
Nordea Investment Management
Sweden
– – -187,890 Closed
8 9
10
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