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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
226
Credit Agricole
France
$1.4M 12,665 +256 +2%
DZ Bank
227
DZ Bank
Germany
$1.39M 12,483 +9,602 +333%
DADC
228
D.A. Davidson & Co
Montana
$1.36M 12,212 -943 -7%
Canada Pension Plan Investment Board
229
Canada Pension Plan Investment Board
Ontario, Canada
$1.36M 12,157 -34,656 -74%
APC
230
Aspire Private Capital
North Carolina
$1.34M 12,030 +1,446 +14%
IA
231
Inspire Advisors
Idaho
$1.34M 11,982 +1,470 +14%
GC
232
Guggenheim Capital
Illinois
$1.32M 11,790 -10,433 -47%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$1.3M 11,611 +55 +0.5%
HighTower Advisors
234
HighTower Advisors
Illinois
$1.29M 11,504 +825 +8%
GC
235
Gould Capital
Washington
$1.28M 11,478 +11,478 New
VPIM
236
Vanguard Personalized Indexing Management
California
$1.27M 11,378 -53 -0.5%
Assenagon Asset Management
237
Assenagon Asset Management
Luxembourg
$1.27M 11,342 -232,757 -95%
Amundi
238
Amundi
France
$1.25M 11,321 -274 -2%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$1.25M 11,155 +1,682 +18%
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$1.24M 11,077 +10,125 +1,064%
CIC
241
Chase Investment Counsel
Virginia
$1.23M 11,000 – –
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$1.2M 10,765 – –
AO
243
Advisor OS
Illinois
$1.19M 10,623 +1,212 +13%
QCM
244
Qsemble Capital Management
New York
$1.17M 10,495 +10,495 New
GCM
245
Gator Capital Management
Florida
$1.14M 10,200 – –
Wealthfront Advisers
246
Wealthfront Advisers
California
$1.08M 9,683 -117 -1%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$1.04M 9,314 -151 -2%
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$1.02M 9,091 -890 -9%
PIM
249
Pullen Investment Management
Florida
$997K 8,921 +8,921 New
HWAM
250
Hennion & Walsh Asset Management
New Jersey
$979K 8,763 -284 -3%
8 9
10
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