IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

402 hedge funds and large institutions have $6.66B invested in Interactive Brokers in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
+63
Holders Change %
+18.58%
% of All Funds
6.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
99
Increased
146
Reduced
114
Closed
32
Calls
$53.5M
Puts
$63.5M
Net Calls
-$10.1M
Net Calls Change
-$15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
Fidelity International
2
Fidelity International
Bermuda
$79.9M
3
SC
3
Samlyn Capital
New York
$66.7M
4
JCM
4
Junto Capital Management
New York
$60.4M
5
CCM
5
Cantillon Capital Management
New York
$233M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$228M
2
GWM
2
Greenwich Wealth Management
Connecticut
$255M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$147M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
251
Symphony Financial
Texas
$532K 7,382 +7,382 New
CDH
252
Charles D. Hyman
$518K 7,158 – –
MAM
253
Mystic Asset Management
Rhode Island
$517K 7,150 – –
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$517K 7,146 +7,146 New
KAS
255
Kestra Advisory Services
Texas
$504K 6,970 +3,306 +90%
IWA
256
Intercontinental Wealth Advisors
Texas
$485K 6,702 – –
NICM
257
Neo Ivy Capital Management
New York
$482K 6,666 +6,666 New
MPPW
258
Mitchell & Pahl Private Wealth
Oklahoma
$446K 6,164 +289 +5%
HWAM
259
Hennion & Walsh Asset Management
New Jersey
$443K 6,128 +1,409 +30%
Simplex Trading
260
Simplex Trading
Illinois
$438K 6,059 +2,569 +74%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$421K 5,817 +2,242 +63%
Creative Planning
262
Creative Planning
Kansas
$405K 5,601 +7 +0.1%
AWAU
263
Alliance Wealth Advisors (Utah)
Utah
$399K 5,518 +5,518 New
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$396K 5,478 +5,478 New
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$392K 5,450 +1,488 +38%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$392K 5,425 +2,140 +65%
MML Investors Services
267
MML Investors Services
Massachusetts
$388K 5,366 +218 +4%
TSS
268
Two Sigma Securities
New York
$376K 5,200 +5,200 New
HighTower Advisors
269
HighTower Advisors
Illinois
$373K 5,139 -636 -11%
SWS
270
SYSTM Wealth Solutions
Illinois
$371K 5,123 +5,123 New
Verition Fund Management
271
Verition Fund Management
Connecticut
$366K 5,053 -31,319 -86%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$362K 5,007 +5,007 New
GC
273
Guggenheim Capital
Illinois
$359K 4,956 +452 +10%
URS
274
Utah Retirement Systems
Utah
$355K 4,900 – –
S
275
swisspartners
Liechtenstein
$348K 4,816 +216 +5%
9 10
11
12 13