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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $6.79B invested in Interactive Brokers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
68
Increased
123
Reduced
96
Closed
32
Calls
$65.3M
Puts
$78.7M
Net Calls
-$13.5M
Net Calls Change
-$7.7M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$346M
2
SC
2
Samlyn Capital
New York
$140M
3
OAG
3
Orbis Allan Gray
Bermuda
$99.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$121M
5
Victory Capital Management
5
Victory Capital Management
Texas
$54.7M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$454M
2
AA
2
Ancient Art
Texas
$90.2M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$29.7M
4
BlackRock
4
BlackRock
New York
$586M
5
AP
5
Antipodes Partners
Australia
$50.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MM
251
MQS Management
New York
$272K 3,424 +3,424 New
DA
252
DCM Advisors
New York
$265K 3,335 +3,335 New
Simplex Trading
253
Simplex Trading
Illinois
$262K 3,300 -23,084 -87%
VF
254
Virtu Financial
New York
$255K 3,214 -12,013 -79%
Creative Planning
255
Creative Planning
Kansas
$254K 3,195 +3,195 New
KAS
256
Kestra Advisory Services
Texas
$250K 3,146 -147 -4%
CANY
257
Caxton Associates (New York)
New York
$247K 3,115 +3,115 New
SEC
258
Seven Eight Capital
New York
$237K 2,987 +2,987 New
EVM
259
Eaton Vance Management
Massachusetts
$224K 2,827 +8 +0.3%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$221K 2,791 +2,791 New
AAM
261
Aureus Asset Management
Massachusetts
$220K 2,772 +2,772 New
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$218K 2,752 +2,548 +1,249%
CA
263
Crewe Advisors
Utah
$202K 2,548 – –
RPCONE
264
Retirement Planning Company of New England
Rhode Island
$191K 2,410 +2,410 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$184K 2,316 -922 -28%
APA
266
American Portfolios Advisors
New York
$182K 2,292 +2,292 New
SOW
267
State of Wyoming
Wyoming
$180K 2,264 -59 -3%
C
268
Covestor
United Kingdom
$180K 2,268 +2,268 New
Macquarie Group
269
Macquarie Group
Australia
$161K 2,028 – –
Mitsubishi UFJ Trust & Banking
270
Mitsubishi UFJ Trust & Banking
Japan
$151K 1,895 – –
EDRH
271
Edmond de Rothschild Holding
Switzerland
$132K 1,660 – –
TSWM
272
Tyler-Stone Wealth Management
Ohio
$131K 1,650 +1,650 New
DekaBank Deutsche Girozentrale
273
DekaBank Deutsche Girozentrale
Germany
$124K 1,553 – –
SWM
274
Spire Wealth Management
Virginia
$119K 1,495 +256 +21%
MI
275
Markston International
New York
$111K 1,400 – –
9 10
11
12 13