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Interactive Brokers
IBKR

Overview Fund Activity

243 hedge funds and large institutions have $3.63B invested in Interactive Brokers in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 30 closing their positions.

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
96
Reduced
74
Closed
30
Calls
$20.9M
Puts
$27M
Net Calls
-$6.07M
Net Calls Change
+$3.31M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$45.6M
2
CRCM
2
Cat Rock Capital Management
Connecticut
$55.3M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$13.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$11.5M
5
BTP
5
Bloom Tree Partners
New York
$48.8M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.48M
2
Invesco
2
Invesco
Georgia
$6.21M
3
Select Equity Group
3
Select Equity Group
New York
$103M
4
WCM
4
Woodson Capital Management
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$12K 249 – –
AAMU
227
Amundi Asset Management US
Massachusetts
$12K 231 +165 +250%
SF
228
Synovus Financial
Georgia
$10K 190 – –
ATC
229
Adirondack Trust Company
New York
$10K 250 – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$7K 104 – –
AF
231
Advisornet Financial
Minnesota
$5K 100 – –
OAM
232
Oppenheimer Asset Management
New York
$3K 50 – –
BCA
233
Berman Capital Advisors
Georgia
$3K 59 – –
VCM
234
Versant Capital Management
Arizona
$2K 54 -9 -14%
SPIA
235
Steward Partners Investment Advisory
New York
$2K 52 – –
EARNEST Partners
236
EARNEST Partners
Georgia
$2K 33 – –
PA
237
Parallel Advisors
California
$2K 35 +21 +150%
HGWM
238
Harvest Group Wealth Management
Massachusetts
$2K 35 +35 New
GWAG
239
Garrett Wealth Advisory Group
Texas
$1.88K 35 +35 New
PCG
240
Private Capital Group
Connecticut
$1K 17 -7 -29%
TFO
241
Tarbox Family Office
California
$1K 24 – –
AIM
242
Advantage Investment Management
Iowa
$1K 13 – –
GT
243
Glenmede Trust
Pennsylvania
$3 68 – –
WCM
244
Woodson Capital Management
Connecticut
– – -250,000 Closed
FSCM
245
First Sabrepoint Capital Management
Texas
– – -115,000 Closed
BCI
246
Brinker Capital Investments
Pennsylvania
– – -115,000 Closed
MGI
247
MayTech Global Investments
New York
– – -102,208 Closed
Allianz Asset Management
248
Allianz Asset Management
Germany
– – -71,834 Closed
Canada Life
249
Canada Life
Manitoba, Canada
– – -44,747 Closed
WI
250
WBI Investments
New Jersey
– – -36,159 Closed
8 9
10
11 12