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Interactive Brokers
IBKR

Overview Fund Activity

344 hedge funds and large institutions have $4.77B invested in Interactive Brokers in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
344
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
43
Increased
149
Reduced
103
Closed
37
Calls
$35.4M
Puts
$14.4M
Net Calls
+$21M
Net Calls Change
+$4.54M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$194M
2
BA
2
Bridgewater Associates
Connecticut
$68.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$65.9M
4
Select Equity Group
4
Select Equity Group
New York
$349M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$16.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
GWM
2
Greenwich Wealth Management
Connecticut
$137M
3
BCM
3
Bares Capital Management
Texas
$177M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$210M
5
Morgan Stanley
5
Morgan Stanley
New York
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
226
Mystic Asset Management
Rhode Island
$393K 7,150 -2,500 -26%
MSRPS
227
Maryland State Retirement & Pension System
Maryland
$393K 7,146 +1,306 +22%
FF
228
FourThought Financial
Florida
$368K 6,691 +1,164 +21%
II
229
Inspire Investing
Idaho
$367K 6,670 +75 +1%
IWA
230
Intercontinental Wealth Advisors
Texas
$362K 6,575 -97 -1%
BFM
231
Boothbay Fund Management
New York
$326K 5,935 -660 -10%
PAMS
232
Pictet Asset Management (Switzerland)
Switzerland
$323K 5,866 – –
HWMA
233
Heritage Wealth Management (Arizona)
Arizona
$322K 5,845 +804 +16%
NICM
234
Neo Ivy Capital Management
New York
$320K 5,827 +4,689 +412%
II
235
Ibex Investors
Colorado
$308K 5,600 -400 -7%
TRCT
236
Tower Research Capital (TRC)
New York
$304K 5,524 +2,639 +91%
MPPW
237
Mitchell & Pahl Private Wealth
Oklahoma
$296K 5,378 +1,103 +26%
MML Investors Services
238
MML Investors Services
Massachusetts
$292K 5,312 +52 +1%
MFS
239
Mirabella Financial Services
United Kingdom
$286K 5,190 +5,190 New
DA
240
Doliver Advisors
Texas
$277K 5,035 +100 +2%
URS
241
Utah Retirement Systems
Utah
$264K 4,800 +600 +14%
S
242
swisspartners
Liechtenstein
$261K 4,600 – –
SCM
243
Shelton Capital Management
Colorado
$257K 4,672 – –
HighTower Advisors
244
HighTower Advisors
Illinois
$256K 4,642 +676 +17%
TI
245
Trexquant Investment
Connecticut
$255K 4,634 +4,634 New
FCBT
246
First Citizens Bank & Trust
North Carolina
$254K 4,616 +13 +0.3%
LGA
247
Lebenthal Global Advisors
New York
$250K 4,562 +4,562 New
CANY
248
Caxton Associates (New York)
New York
$243K 4,411 +4,411 New
HWAM
249
Hennion & Walsh Asset Management
New Jersey
$228K 4,143 +4,143 New
PCM
250
Prelude Capital Management
New York
$221K 4,022 -2,367 -37%
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