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Interactive Brokers
IBKR

Overview Fund Activity

247 hedge funds and large institutions have $3.24B invested in Interactive Brokers in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
38
Increased
82
Reduced
79
Closed
25
Calls
$20.9M
Puts
$29.1M
Net Calls
-$8.18M
Net Calls Change
-$2.11M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$266M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$75.7M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$24.5M
4
Select Equity Group
Select Equity Group
New York
$100M
5
CRCM
Cat Rock Capital Management
Connecticut
$57.9M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$24.6M
2
NAMA
Nikko Asset Management Americas
New York
$24.6M
3
BTP
Bloom Tree Partners
New York
$20.7M
4
MGM
Miura Global Management
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$14K +$14K +1,220 New
CIA
227
CSat Investment Advisory
Michigan
$13K +$1.58K +136 +14%
FHA
228
Flagship Harbor Advisors
Massachusetts
$12K -$4.7K -396 -28%
ATC
229
Adirondack Trust Company
New York
$12K – – –
QCG
230
Quadrant Capital Group
Ohio
$11K – – –
SF
231
Synovus Financial
Georgia
$9K – – –
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SL
233
Savior LLC
Massachusetts
$6K +$6K +540 New
AF
234
Advisornet Financial
Minnesota
$5K – – –
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +300 New
ASN
236
Advisory Services Network
Georgia
$2K -$8.48K -780 -81%
VCM
237
Versant Capital Management
Arizona
$2K – – –
OAM
238
Oppenheimer Asset Management
New York
$2K – – –
BCA
239
Berman Capital Advisors
Georgia
$2K – – –
SPIA
240
Steward Partners Investment Advisory
New York
$2K – – –
EARNEST Partners
241
EARNEST Partners
Georgia
$2K – – –
TFO
242
Tarbox Family Office
California
$1K – – –
HGWM
243
Harvest Group Wealth Management
Massachusetts
$1K – – –
BWM
244
BerganKDV Wealth Management
Minnesota
$1K +$1K +52 New
LPWM
245
Lake Point Wealth Management
Texas
$1K +$1K +80 New
HWM
246
HighMark Wealth Management
Minnesota
$1K +$1K +160 New
MGM
247
Miura Global Management
New York
– -$16.1M -1,200,000 Closed
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
– -$11.5M -858,404 Closed
State of Tennessee, Department of Treasury
249
State of Tennessee, Department of Treasury
Tennessee
– -$4.3M -320,000 Closed
Squarepoint
250
Squarepoint
New York
– -$3.16M -235,056 Closed
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