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Interactive Brokers

268 hedge funds and large institutions have $4.2B invested in Interactive Brokers in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+14
Holders Change %
+5.51%
% of All Funds
6.15%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.44%
New
58
Increased
93
Reduced
81
Closed
42
Calls
$23.5M
Puts
$47M
Net Calls
-$23.5M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
251
Synovus Financial
Georgia
$13K +$13K +760 New
APP
252
Avantax Planning Partners
Iowa
$13K +$13K +788 New
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$10K -$3.2K -188 -24%
CIP
254
Convergence Investment Partners
Florida
$9K +$9K +516 New
Acadian Asset Management
255
Acadian Asset Management
Massachusetts
$8K +$5.24K +304 +190%
IA
256
IFP Advisors
Florida
$7K
VFA
257
Valeo Financial Advisors
Indiana
$5K
PCA
258
Providence Capital Advisors
North Carolina
$5K
LF
259
Lee Financial
Texas
$5K +$5K +280 New
GT
260
Glenmede Trust
Pennsylvania
$4K
RWP
261
RWA Wealth Partners
Massachusetts
$4K +$4K +240 New
AIM
262
Advantage Investment Management
Iowa
$3K
SPIA
263
Steward Partners Investment Advisory
New York
$3K
EARNEST Partners
264
EARNEST Partners
Georgia
$2K
Parallax Volatility Advisers
265
Parallax Volatility Advisers
California
$1K +$1K +32 New
PA
266
Parallel Advisors
California
$1K +$1K +56 New
TWA
267
TCI Wealth Advisors
Arizona
$1K +$1K +60 New
CAW
268
Cornerstone Advisors (Washington)
Washington
$1K +$1K +76 New
RCG
269
Ruane, Cunniff & Goldfarb
New York
-$59.4M -4,013,868 Closed
Victory Capital Management
270
Victory Capital Management
Texas
-$36.8M -2,486,228 Closed
QF
271
QVT Financial
New York
-$12.5M -845,096 Closed
OAM
272
Oxford Asset Management
United Kingdom
-$9.57M -642,764 Closed
Assenagon Asset Management
273
Assenagon Asset Management
Luxembourg
-$5.75M -388,604 Closed
Wellington Management Group
274
Wellington Management Group
Massachusetts
-$4.34M -293,096 Closed
State of Tennessee, Department of Treasury
275
State of Tennessee, Department of Treasury
Tennessee
-$3.33M -224,724 Closed