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Interactive Brokers
IBKR

Overview Fund Activity

250 hedge funds and large institutions have $3.63B invested in Interactive Brokers in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
31
Increased
82
Reduced
85
Closed
28
Calls
$16.6M
Puts
$26M
Net Calls
-$9.37M
Net Calls Change
+$8.68M

Top Buyers

1
Invesco
Invesco
Georgia
$37.5M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$404M
3
CRCM
Cat Rock Capital Management
Connecticut
$32.9M
4
PWAM
Park West Asset Management
California
$23.3M
5
TCM
Tran Capital Management
California
$17.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$235M
2
Select Equity Group
Select Equity Group
New York
$120M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$37.1M
4
ABI
Abrams Bison Investments
Maryland
$0
5
WCM
Woodson Capital Management
Connecticut
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Crestwood Capital Management
New York
– -$6.17M -475,984 Closed
GJIC
252
Gamble Jones Investment Counsel
California
– -$2.82M -217,344 Closed
ERSOT
253
Employees Retirement System of Texas
Texas
– -$1.66M -128,000 Closed
GEM
254
Global Endowment Management
North Carolina
– -$1.1M -84,520 Closed
Teacher Retirement System of Texas
255
Teacher Retirement System of Texas
Texas
– -$998K -76,952 Closed
OAM
256
Oxford Asset Management
United Kingdom
– -$802K -61,804 Closed
Wolverine Trading
257
Wolverine Trading
Illinois
– -$712K -54,928 Closed
SCM
258
Stevens Capital Management
Pennsylvania
– -$556K -42,800 Closed
EMG
259
ETF Managers Group
New Jersey
– -$111K -8,544 Closed
PCM
260
Prelude Capital Management
New York
– -$53K -4,104 Closed
AC
261
Avestar Capital
New York
– -$51K -4,000 Closed
CFGS
262
Concourse Financial Group Securities
Alabama
– -$39K -3,044 Closed
PCM
263
Penserra Capital Management
California
– -$33K -2,436 Closed
NIT
264
NumerixS Investment Technologies
British Columbia, Canada
– -$20K -1,600 Closed
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
– -$17K -1,296 Closed
KPW
266
Kore Private Wealth
New York
– -$16K -1,200 Closed
CAM
267
Cresset Asset Management
Illinois
– -$12K -928 Closed
WAM
268
Wealthspire Advisors (Maryland)
Maryland
– -$6K -480 Closed
HR
269
Howe & Rusling
New York
– -$6K -440 Closed
SWP
270
Strategic Wealth Partners
Ohio
– -$5K -400 Closed
VFA
271
Valeo Financial Advisors
Indiana
– -$4K -320 Closed
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -200 Closed
Bessemer Group
273
Bessemer Group
New Jersey
– -$1K -88 Closed
TWA
274
TCI Wealth Advisors
Arizona
– -$1K -60 Closed
AIA
275
Alera Investment Advisors
Illinois
– -$1K -56 Closed
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