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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
251
Securian Asset Management
Minnesota
$979K 8,760 -200 -2%
FFP
252
FourThought Financial Partners
Florida
$965K 8,640 +264 +3%
VEA
253
Virtus ETF Advisers
New York
$926K 8,289 +998 +14%
PCM
254
Penserra Capital Management
California
$897K 8,033 +8,033 New
TWC
255
TD Waterhouse Canada
Ontario, Canada
$893K 5,753 +2,069 +56%
VWM
256
VCI Wealth Management
Missouri
$884K 7,913 -2,316 -23%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$873K 7,886 – –
CGH
258
Crossmark Global Holdings
Texas
$870K 7,787 +35 +0.5%
Walleye Capital
259
Walleye Capital
New York
$863K 7,724 +2,516 +48%
MPPW
260
Mitchell & Pahl Private Wealth
Oklahoma
$861K 7,711 +236 +3%
Aviva
261
Aviva
United Kingdom
$858K 7,684 +7,684 New
AWM
262
AE Wealth Management
Kansas
$853K 7,636 -19,886 -72%
SIA
263
Strategic Investment Advisors
Michigan
$835K 7,473 +56 +0.8%
SI
264
Stephens Inc
Arkansas
$831K 7,438 +1,936 +35%
LGA
265
Lebenthal Global Advisors
New York
$826K 7,396 +19 +0.3%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$821K 7,353 +7,353 New
CIA
267
Concurrent Investment Advisors
Florida
$814K 7,292 +141 +2%
IMRF
268
Illinois Municipal Retirement Fund
Illinois
$813K 7,278 – –
MML Investors Services
269
MML Investors Services
Massachusetts
$807K 7,226 +531 +8%
GCP
270
GSA Capital Partners
United Kingdom
$796K 7,129 +7,129 New
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$788K 6,723 -38,553 -85%
MAM
272
Mystic Asset Management
Rhode Island
$788K 7,050 – –
OLA
273
Oliver Luxxe Assets
New Jersey
$787K 7,047 +126 +2%
Wolverine Trading
274
Wolverine Trading
Illinois
$785K 7,030 -10,208 -59%
FF
275
Friedenthal Financial
New Jersey
$774K 6,926 +6,926 New
9 10
11
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