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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
$1.07M 12,944 +5,451 +73%
MML Investors Services
227
MML Investors Services
Massachusetts
$1.05M 12,739 +7,373 +137%
VPIM
228
Vanguard Personalized Indexing Management
California
$1.02M 12,336 +9,005 +270%
AO
229
Advisor OS
Illinois
$989K 11,978 +552 +5%
WIS
230
Wright Investors Service
Connecticut
$981K 11,880 -197 -2%
PAMS
231
Pictet Asset Management (Switzerland)
Switzerland
$978K 11,841 +648 +6%
WP
232
WealthSource Partners
California
$921K 11,157 -376 -3%
VEA
233
Virtus ETF Advisers
New York
$916K 11,095 +1,021 +10%
EMG
234
ETF Managers Group
New Jersey
$907K 10,985 +163 +2%
Citigroup
235
Citigroup
New York
$906K 10,971 -3,626 -25%
ISWM
236
Independent Solutions Wealth Management
New York
$901K 10,911 +265 +2%
Group One Trading
237
Group One Trading
Illinois
$898K 10,879 +10,879 New
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$889K 10,765 – –
Franklin Resources
239
Franklin Resources
California
$874K 10,581 +10,581 New
WEG
240
World Equity Group
Illinois
$859K 36,030 +36,030 New
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$832K 10,080 -728 -7%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$822K 9,957 +4,140 +71%
SIA
243
Strategic Investment Advisors
Michigan
$781K 9,463 +6,628 +234%
SAM
244
Securian Asset Management
Minnesota
$775K 9,391 – –
BS
245
Banco Santander
Spain
$768K 9,308 -1,800 -16%
FRM
246
Fox Run Management
Connecticut
$762K 9,227 +9,227 New
FCAG
247
First Capital Advisors Group
New Jersey
$753K 9,115 -184 -2%
BBHC
248
Brown Brothers Harriman & Co
New York
$750K 9,089 -2,408 -21%
LA
249
LVW Advisors
New York
$739K 8,949 -320 -3%
Wellington Management Group
250
Wellington Management Group
Massachusetts
$738K 8,941 -6,213 -41%
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