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Interactive Brokers
IBKR

Overview Fund Activity

266 hedge funds and large institutions have $3.27B invested in Interactive Brokers in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
266
Holders Change
+14
Holders Change %
+5.56%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
44
Increased
85
Reduced
83
Closed
30
Calls
$25.6M
Puts
$37.9M
Net Calls
-$12.3M
Net Calls Change
+$9.89M

Top Buyers

1
TP
1
Thunderbird Partners
United Kingdom
$74M
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$65.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$327M
4
MWA
4
Marshall Wace Asia
Hong Kong
$33.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.7M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$258M
2
BTP
2
Bloom Tree Partners
New York
$0
3
Select Equity Group
3
Select Equity Group
New York
$97.3M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.2M
5
NAMA
5
Nikko Asset Management Americas
New York
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
226
Washington Trust
Rhode Island
$24K 500 – –
BBA
227
Braun-Bostich & Associates
Pennsylvania
$24K 488 +488 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$22K 455 +80 +21%
EWA
229
Evolution Wealth Advisors
Florida
$19K 400 – –
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$19K 400 – –
SFS
231
Sowell Financial Services
Arkansas
$17K 360 – –
FHA
232
First Horizon Advisors
Tennessee
$15K 314 – –
GAM
233
Gemmer Asset Management
California
$15K 310 – –
GWM
234
Geneos Wealth Management
Colorado
$14K 300 – –
CIA
235
CSat Investment Advisory
Michigan
$13K 278 +44 +19%
ATC
236
Adirondack Trust Company
New York
$12K 250 – –
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$11K 224 +224 New
QCG
238
Quadrant Capital Group
Ohio
$9K 184 – –
NNP
239
Nachman Norwood & Parrott
South Carolina
$8K 158 +158 New
SL
240
Savior LLC
Massachusetts
$7K 135 – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$7K 104 – –
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$7K 146 +146 New
FHA
243
Flagship Harbor Advisors
Massachusetts
$6K 136 -30 -18%
AF
244
Advisornet Financial
Minnesota
$5K 100 – –
ETC
245
Exchange Traded Concepts
Oklahoma
$5K 100 +100 New
CHAM
246
Clear Harbor Asset Management
Connecticut
$4.83K 100 +100 New
CG
247
Cutler Group
California
$4K 100 -248 -71%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$4K 75 – –
FFA
249
Founders Financial Alliance
North Carolina
$4K 80 +80 New
SPIA
250
Steward Partners Investment Advisory
New York
$3K 53 – –
8 9
10
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