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Interactive Brokers
IBKR

Overview Fund Activity

434 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 151 increasing their positions, 149 reducing their positions, and 52 closing their positions.

Holders
434
Holders Change
+11
Holders Change %
+2.6%
% of All Funds
6.92%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
67
Increased
151
Reduced
149
Closed
52
Calls
$79.9M
Puts
$40.2M
Net Calls
+$39.7M
Net Calls Change
+$53M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
Fidelity International
2
Fidelity International
Bermuda
$141M
3
CI
3
Cooper Investors
Australia
$48.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$68M
5
Millennium Management
5
Millennium Management
New York
$36.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$552M
2
Select Equity Group
2
Select Equity Group
New York
$151M
3
BA
3
Bridgewater Associates
Connecticut
$3.29M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
FF
251
Friedenthal Financial
New Jersey
$678K 7,827 +7,827 New
EF
252
Empowered Funds
Pennsylvania
$674K 7,790 +7,790 New
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$665K 7,677 -1,776 -19%
MF
254
Magnetar Financial
Illinois
$652K 7,535 +7,535 New
BBHC
255
Brown Brothers Harriman & Co
New York
$642K 7,421 +7,421 New
MPPW
256
Mitchell & Pahl Private Wealth
Oklahoma
$637K 7,363 +902 +14%
CAN
257
Cetera Advisor Networks
California
$636K 7,346 +1,510 +26%
IMRF
258
Illinois Municipal Retirement Fund
Illinois
$630K 7,278 – –
PWS
259
Precision Wealth Strategies
Missouri
$624K 7,204 +261 +4%
MAM
260
Mystic Asset Management
Rhode Island
$610K 7,050 +300 +4%
RPCONE
261
Retirement Planning Company of New England
Rhode Island
$601K 6,940 +6,940 New
FIM
262
Freedom Investment Management
Connecticut
$587K 6,777 +1,282 +23%
Commonwealth Equity Services
263
Commonwealth Equity Services
Massachusetts
$552K 6,381 +133 +2%
OLA
264
Oliver Luxxe Assets
New Jersey
$545K 6,299 +6,299 New
LA
265
LVW Advisors
New York
$543K 6,270 -2,572 -29%
PFO
266
Pathstone Family Office
New Jersey
$535K 6,181 +2,885 +88%
VF
267
Virtu Financial
New York
$531K 6,140 +6,140 New
CDH
268
Charles D. Hyman
$528K 6,100 – –
AWA
269
Arkadios Wealth Advisors
Georgia
$522K 6,025 – –
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$521K 6,043 – –
Wolverine Trading
271
Wolverine Trading
Illinois
$518K 5,987 -11,242 -65%
I
272
InceptionR
California
$503K 5,809 +5,809 New
ProShare Advisors
273
ProShare Advisors
Maryland
$500K 5,777 -240 -4%
BRWA
274
B. Riley Wealth Advisors
Florida
$486K 5,612 +531 +10%
AWAU
275
Alliance Wealth Advisors (Utah)
Utah
$486K 5,610 -25 -0.4%
9 10
11
12 13