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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
APC
251
Aspire Private Capital
North Carolina
$734K 8,889 +6,230 +234%
ETC
252
Exchange Traded Concepts
Oklahoma
$731K 8,854 +503 +6%
II
253
Ibex Investors
Colorado
$702K 8,500 – –
XT
254
XTX Topco
Cayman Islands
$700K 8,480 +8,480 New
CGH
255
Crossmark Global Holdings
Texas
$696K 8,422 +275 +3%
N
256
Natixis
France
$689K 8,348 -15,303 -65%
FFP
257
FourThought Financial Partners
Florida
$676K 8,184 -431 -5%
Verition Fund Management
258
Verition Fund Management
Connecticut
$648K 7,845 +2,792 +55%
DI
259
DFPG Investments
Utah
$607K 7,350 +7,350 New
CDH
260
Charles D. Hyman
$591K 7,158 – –
MAM
261
Mystic Asset Management
Rhode Island
$590K 7,150 – –
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$590K 7,146 – –
PWS
263
Precision Wealth Strategies
Missouri
$589K 7,135 -267 -4%
GC
264
Guggenheim Capital
Illinois
$588K 7,121 +2,165 +44%
SF
265
Symphony Financial
Texas
$585K 7,212 -170 -2%
SPC
266
Sigma Planning Corp
Michigan
$543K 6,581 +6,581 New
IWA
267
Intercontinental Wealth Advisors
Texas
$541K 6,551 -151 -2%
Creative Planning
268
Creative Planning
Kansas
$535K 6,482 +881 +16%
Two Sigma Advisers
269
Two Sigma Advisers
New York
$520K 6,300 -65,200 -91%
MPPW
270
Mitchell & Pahl Private Wealth
Oklahoma
$516K 6,256 +92 +1%
HWAM
271
Hennion & Walsh Asset Management
New Jersey
$513K 6,215 +87 +1%
AWA
272
Arkadios Wealth Advisors
Georgia
$512K 6,199 +6,199 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$505K 6,120 -13,598 -69%
ProShare Advisors
274
ProShare Advisors
Maryland
$505K 6,120 -8,078 -57%
QC
275
Quadrature Capital
United Kingdom
$500K 6,054 -9,825 -62%
9 10
11
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