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Interactive Brokers
IBKR

Overview Fund Activity

252 hedge funds and large institutions have $2.91B invested in Interactive Brokers in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 31 closing their positions.

Holders
252
Holders Change
+20
Holders Change %
+8.62%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
54
Increased
89
Reduced
68
Closed
31
Calls
$10.5M
Puts
$32.7M
Net Calls
-$22.2M
Net Calls Change
-$12.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$294M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$61.4M
3
NAMA
3
Nikko Asset Management Americas
New York
$60.3M
4
Select Equity Group
4
Select Equity Group
New York
$97.8M
5
MWA
5
Marshall Wace Asia
Hong Kong
$16.9M

Top Sellers

1
EA
1
Echinus Advisors
New York
$0
2
KCM
2
Kingstown Capital Management
New York
$0
3
CRCM
3
Cat Rock Capital Management
Connecticut
$13.1M
4
BCM
4
Bares Capital Management
Texas
$239M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
226
Adirondack Trust Company
New York
$12K 250 – –
CIA
227
CSat Investment Advisory
Michigan
$10K 234 -110 -32%
QCG
228
Quadrant Capital Group
Ohio
$8K 184 -126 -41%
SF
229
Synovus Financial
Georgia
$8K 190 -60 -24%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$7K 104 – –
SL
231
Savior LLC
Massachusetts
$6K 135 – –
FHA
232
Flagship Harbor Advisors
Massachusetts
$6K 166 – –
CAN
233
Cetera Advisor Networks
California
$6K 145 +145 New
KPW
234
Kore Private Wealth
New York
$5K 122 +122 New
AF
235
Advisornet Financial
Minnesota
$4K 100 – –
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$3K 75 +75 New
HWM
237
HighMark Wealth Management
Minnesota
$2K 41 – –
SPIA
238
Steward Partners Investment Advisory
New York
$2K 53 +1 +2%
MAM
239
Meeder Asset Management
Ohio
$2K 38 +38 New
OPS
240
Orion Portfolio Solutions
Nebraska
$2K 38 +38 New
CCA
241
Column Capital Advisors
Indiana
$2K 66 +66 New
APA
242
American Portfolios Advisors
New York
$1.42K 34 – –
BCA
243
Berman Capital Advisors
Georgia
$1K 51 -13 -20%
BWM
244
BerganKDV Wealth Management
Minnesota
$1K 13 – –
EARNEST Partners
245
EARNEST Partners
Georgia
$1K 33 – –
VFA
246
Valeo Financial Advisors
Indiana
$1K 13 +13 New
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$1K 19 +16 +533%
CI
248
CX Institutional
Indiana
$1K 21 +21 New
EA
249
Echinus Advisors
New York
– – -2,411,525 Closed
KCM
250
Kingstown Capital Management
New York
– – -1,000,000 Closed
8 9
10
11 12