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Interactive Brokers
IBKR

Overview Fund Activity

249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
42
Increased
79
Reduced
87
Closed
58
Calls
$24.5M
Puts
$30.7M
Net Calls
-$6.22M
Net Calls Change
-$8.52M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$58.5M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41.5M
3
Select Equity Group
Select Equity Group
New York
+$40.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$37.2M
5
BTP
Bloom Tree Partners
New York
+$28.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$19.9M
3
NAMA
Nikko Asset Management Americas
New York
-$19.6M
4
AVC
Arlington Value Capital
Utah
-$19.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
276
Teacher Retirement System of Texas
Texas
– -$442K -31,948 Closed
DTL
277
Dynamic Technology Lab
Singapore
– -$396K -28,600 Closed
CSS
278
Cubist Systematic Strategies
Connecticut
– -$377K -27,280 Closed
Credit Agricole
279
Credit Agricole
France
– -$374K -27,080 Closed
NA
280
NewEdge Advisors
Louisiana
– -$349K -25,244 Closed
SO
281
STRS Ohio
Ohio
– -$341K -24,720 Closed
BCM
282
BlueCrest Capital Management
Jersey
– -$291K -21,080 Closed
SGM
283
Skye Global Management
Florida
– -$277K -20,000 Closed
SP
284
Successful Portfolios
Florida
– -$241K -17,452 Closed
SEI Investments
285
SEI Investments
Pennsylvania
– -$230K -17,248 Closed
MCM
286
McKinley Capital Management
Alaska
– -$237K -17,104 Closed
NIT
287
NumerixS Investment Technologies
British Columbia, Canada
– -$212K -15,240 Closed
Qube Research & Technologies (QRT)
288
Qube Research & Technologies (QRT)
United Kingdom
– -$154K -11,160 Closed
Mitsubishi UFJ Asset Management
289
Mitsubishi UFJ Asset Management
Japan
– -$111K -8,036 Closed
PHK
290
Point72 Hong Kong
Hong Kong
– -$69K -4,980 Closed
C
291
Cerebellum
California
– -$64K -4,644 Closed
KTC
292
Kistler-Tiffany Companies
Pennsylvania
– -$55K -4,000 Closed
FL
293
Fort LP
Maryland
– -$54K -3,880 Closed
WVP
294
Worth Venture Partners
New Jersey
– -$36K -2,604 Closed
HMS
295
Hanseatic Management Services
New Mexico
– -$30K -2,176 Closed
SGAM
296
Smith Group Asset Management
Texas
– -$25K -1,840 Closed
SWM
297
SeaCrest Wealth Management
New York
– -$25K -1,840 Closed
TG
298
TLP Group
Illinois
– -$17K -1,240 Closed
SMFS
299
Squar Milner Financial Services
California
– -$12K -880 Closed
LYV
300
Live Your Vision
Pennsylvania
– -$8K -600 Closed
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12
13