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Interactive Brokers
IBKR

Overview Fund Activity

292 hedge funds and large institutions have $3.96B invested in Interactive Brokers in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+24
Holders Change %
+8.96%
% of All Funds
6.69%
Holding in Top 10
10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-47.37%
% of All Funds
0.23%
New
59
Increased
109
Reduced
86
Closed
34
Calls
$22.5M
Puts
$48.9M
Net Calls
-$26.4M
Net Calls Change
-$2.91M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$261M
2
KM
Kylin Management
New York
$52.2M
3
NAM
NorthCoast Asset Management
Connecticut
$26M
4
Goldman Sachs
Goldman Sachs
New York
$33.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$18.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$251M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.3M
3
Morgan Stanley
Morgan Stanley
New York
$14.5M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.1M
5
AA
Ancient Art
Texas
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$9K -$252 -16 -3%
Acadian Asset Management
277
Acadian Asset Management
Massachusetts
$7K – – –
VFA
278
Valeo Financial Advisors
Indiana
$5K – – –
PCA
279
Providence Capital Advisors
North Carolina
$4K – – –
SPIA
280
Steward Partners Investment Advisory
New York
$3K – – –
AIM
281
Advantage Investment Management
Iowa
$3K – – –
EARNEST Partners
282
EARNEST Partners
Georgia
$2K – – –
PA
283
Parallel Advisors
California
$2K +$1.32K +108 +193%
FGAM
284
Financial Gravity Asset Management
Texas
$1K -$188K -15,000 -99%
PCG
285
Private Capital Group
Connecticut
$1K -$19.7K -1,892 -95%
TWA
286
TCI Wealth Advisors
Arizona
$1K – – –
RFC
287
Regions Financial Corp
Alabama
$1K +$1K +40 New
CF
288
Centaurus Financial
California
$1K +$1K +56 New
AIL
289
AGF Investments LLC
Ontario, Canada
$266 +$266 +16,536 New
EMG
290
ETF Managers Group
New Jersey
$55 -$20 -2,156 -27%
HWCM
291
Hudson Way Capital Management
Texas
– -$8.79M -522,608 Closed
SFA
292
Sequoia Financial Advisors
Ohio
– -$6.14M -365,024 Closed
FIM
293
Freedom Investment Management
Connecticut
– -$2.63M -156,348 Closed
PG
294
PEAK6 Group
Illinois
– -$2.12M -126,304 Closed
SF
295
Schooner Foundation
Massachusetts
– -$1.77M -105,024 Closed
TCM
296
Tuttle Capital Management
Connecticut
– -$1.73M -102,652 Closed
RA
297
Rational Advisors
New York
– -$1.69M -100,540 Closed
UCI
298
Uncommon Cents Investing
Wisconsin
– -$1.22M -72,700 Closed
IR
299
Invictus RG
Bermuda
– -$1.14M -67,940 Closed
VCM
300
Virtue Capital Management
Tennessee
– -$1.13M -61,056 Closed
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