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Interactive Brokers
IBKR

Overview Fund Activity

347 hedge funds and large institutions have $5.73B invested in Interactive Brokers in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 101 reducing their positions, and 43 closing their positions.

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
54
Increased
144
Reduced
101
Closed
43
Calls
$33.8M
Puts
$17.4M
Net Calls
+$16.4M
Net Calls Change
+$29.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$90.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.2M
3
PWAM
3
Park West Asset Management
California
$57.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$548M
5
AP
5
Antipodes Partners
Australia
$71M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$246M
2
BCM
2
Bares Capital Management
Texas
$264M
3
TP
3
Thunderbird Partners
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$70K 1,063 -432 -29%
WWM
277
Wolff Wiese Magana
California
$67K 1,020 +8 +0.8%
KTC
278
Kistler-Tiffany Companies
Pennsylvania
$66K 1,000 – –
DZ Bank
279
DZ Bank
Germany
$66K 1,000 – –
Koshinski Asset Management
280
Koshinski Asset Management
Illinois
$65.1K 988 +162 +20%
KBC Group
281
KBC Group
Belgium
$60K 914 +914 New
CG
282
Cutler Group
California
$60K 922 +922 New
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$59K 880 -130 -13%
Toronto Dominion Bank
284
Toronto Dominion Bank
Ontario, Canada
$50K 755 -24,151 -97%
QC
285
Quent Capital
New York
$47K 718 +366 +104%
PCM
286
Penserra Capital Management
California
$45K 769 +5 +0.7%
FCA
287
FinTrust Capital Advisors
South Carolina
$40K 600 – –
FQ
288
First Quadrant
California
$40K 611 +611 New
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$36K 567 -80 -12%
JWA
290
JFS Wealth Advisors
Pennsylvania
$34K 515 +4 +0.8%
LC
291
Lindbrook Capital
California
$33K 500 – –
SPIA
292
Steward Partners Investment Advisory
New York
$28K 420 +367 +692%
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$26K 400 – –
WBC
294
Westpac Banking Corp
Australia
$25K 380 – –
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$24K 367 -14 -4%
BEI
296
Benjamin Edwards Inc
Missouri
$23K 348 +18 +5%
CMF
297
Counterpoint Mutual Funds
California
$23K 344 +344 New
BFEC
298
Benjamin F. Edwards & Company
Missouri
$23K 352 +352 New
GAM
299
Gemmer Asset Management
California
$20K 310 – –
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$20K 303 – –
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12
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