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Interactive Brokers
IBKR

Overview Fund Activity

269 hedge funds and large institutions have $3.49B invested in Interactive Brokers in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 68 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-23
Holders Change %
-7.88%
% of All Funds
6.16%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
30
Increased
125
Reduced
68
Closed
51
Calls
$37.8M
Puts
$35.5M
Net Calls
+$2.3M
Net Calls Change
+$28.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$270M
2
BCM
Bares Capital Management
Texas
$324M
3
EA
Echinus Advisors
New York
$108M
4
Select Equity Group
Select Equity Group
New York
$70.4M
5
Millennium Management
Millennium Management
New York
$23.2M

Top Sellers

1
KM
Kylin Management
New York
$12.8M
2
NAM
NorthCoast Asset Management
Connecticut
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Deutsche Bank
Deutsche Bank
Germany
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
251
Squar Milner Financial Services
California
$12K – – –
RFWA
252
RPg Family Wealth Advisory
Massachusetts
$11.1K +$11.1K +800 New
SF
253
Synovus Financial
Georgia
$11K – – –
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
LYV
255
Live Your Vision
Pennsylvania
$8K +$8K +600 New
AAP
256
Arax Advisory Partners
Colorado
$8K +$8K +600 New
IA
257
IFP Advisors
Florida
$6K -$47K -3,540 -89%
CG
258
Cutler Group
California
$5K -$189K -14,664 -97%
PCA
259
Providence Capital Advisors
North Carolina
$5K +$1.36K +100 +37%
VFA
260
Valeo Financial Advisors
Indiana
$4K – – –
PFO
261
Pathstone Family Office
New Jersey
$4K +$4K +300 New
SPIA
262
Steward Partners Investment Advisory
New York
$3K – – –
AIM
263
Advantage Investment Management
Iowa
$2K – – –
EARNEST Partners
264
EARNEST Partners
Georgia
$2K – – –
PA
265
Parallel Advisors
California
$1K -$1.93K -108 -66%
TWA
266
TCI Wealth Advisors
Arizona
$1K – – –
PCG
267
Private Capital Group
Connecticut
$1K – – –
NAM
268
NorthCoast Asset Management
Connecticut
– -$26M -1,615,076 Closed
Renaissance Technologies
269
Renaissance Technologies
New York
– -$20.6M -1,279,200 Closed
HCM
270
Hitchwood Capital Management
New York
– -$19.3M -1,200,000 Closed
BIM
271
Bogle Investment Management
Massachusetts
– -$14.5M -901,656 Closed
Bank of Nova Scotia
272
Bank of Nova Scotia
Ontario, Canada
– -$13.6M -844,308 Closed
CPC
273
Cookson Peirce & Co
Pennsylvania
– -$12.3M -763,520 Closed
UOC
274
UBS O'Connor
Illinois
– -$12.2M -760,000 Closed
MWNA
275
Marshall Wace North America
New York
– -$7.21M -447,896 Closed
9 10
11
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