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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $6.79B invested in Interactive Brokers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
68
Increased
123
Reduced
96
Closed
32
Calls
$65.3M
Puts
$78.7M
Net Calls
-$13.5M
Net Calls Change
-$7.7M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$346M
2
SC
2
Samlyn Capital
New York
$140M
3
OAG
3
Orbis Allan Gray
Bermuda
$99.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$121M
5
Victory Capital Management
5
Victory Capital Management
Texas
$54.7M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$454M
2
AA
2
Ancient Art
Texas
$90.2M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$29.7M
4
BlackRock
4
BlackRock
New York
$586M
5
AP
5
Antipodes Partners
Australia
$50.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
276
Graves Light Lenhart Wealth
Virginia
$104K 1,309 – –
CFO
277
CVA Family Office
Colorado
$90K 1,137 +1,137 New
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$81K 1,010 -365 -27%
WWM
279
Wolff Wiese Magana
California
$80K 1,012 -94 -8%
DZ Bank
280
DZ Bank
Germany
$80K 1,000 – –
KTC
281
Kistler-Tiffany Companies
Pennsylvania
$79K 1,000 – –
TWC
282
TD Waterhouse Canada
Ontario, Canada
$69.2K 876 +876 New
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$65.6K 826 +25 +3%
PCM
284
Penserra Capital Management
California
$60K 764 +284 +59%
MC
285
Maverick Capital
Texas
$59K 738 +738 New
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$50K 647 -205 -24%
FCA
287
FinTrust Capital Advisors
South Carolina
$48K 600 – –
SFM
288
Signet Financial Management
New Jersey
$47K 596 +596 New
VI
289
Vestcor Inc
New Brunswick, Canada
$43K 547 -62 -10%
JWA
290
JFS Wealth Advisors
Pennsylvania
$41K 511 +511 New
WT
291
Washington Trust
Rhode Island
$40K 500 – –
LC
292
Lindbrook Capital
California
$40K 500 +500 New
NICM
293
Neo Ivy Capital Management
New York
$39K 485 +485 New
WBC
294
Westpac Banking Corp
Australia
$30.2K 380 +380 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$30K 381 +160 +72%
QC
296
Quent Capital
New York
$28K 352 +352 New
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
$27K 400 – –
FHA
298
First Horizon Advisors
Tennessee
$26K 336 +20 +6%
BEI
299
Benjamin Edwards Inc
Missouri
$26K 330 +21 +7%
GAM
300
Gemmer Asset Management
California
$25K 310 – –
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