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Interactive Brokers
IBKR

Overview Fund Activity

402 hedge funds and large institutions have $6.66B invested in Interactive Brokers in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
+63
Holders Change %
+18.58%
% of All Funds
6.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
99
Increased
146
Reduced
114
Closed
32
Calls
$53.5M
Puts
$63.5M
Net Calls
-$10.1M
Net Calls Change
-$15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
Fidelity International
2
Fidelity International
Bermuda
$79.9M
3
SC
3
Samlyn Capital
New York
$66.7M
4
JCM
4
Junto Capital Management
New York
$60.4M
5
CCM
5
Cantillon Capital Management
New York
$233M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$228M
2
GWM
2
Greenwich Wealth Management
Connecticut
$255M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$147M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$330K +$330K +18,220 New
FHB
277
First Hawaiian Bank
Hawaii
$328K +$18K +992 +6%
BRWA
278
B. Riley Wealth Advisors
Florida
$326K +$326K +18,012 New
Mariner
279
Mariner
Kansas
$325K +$58.7K +3,248 +22%
SCM
280
Shelton Capital Management
Colorado
$323K -$14.5K -804 -4%
CAN
281
Cetera Advisor Networks
California
$319K +$319K +17,656 New
EWA
282
EverSource Wealth Advisors
Alabama
$316K -$247K -13,664 -44%
Brown Advisory
283
Brown Advisory
Maryland
$311K – – –
HSA
284
HBK Sorce Advisory
Pennsylvania
$310K -$36.6K -2,024 -11%
I
285
InceptionR
California
$309K +$309K +17,104 New
OC
286
Oppenheimer & Co
New York
$302K +$302K +16,712 New
VI
287
Vestcor Inc
New Brunswick, Canada
$301K +$301K +16,652 New
PA
288
Profund Advisors
Maryland
$298K +$4.12K +228 +1%
AWM
289
Axxcess Wealth Management
California
$286K +$30.6K +1,692 +12%
MWC
290
MBM Wealth Consultants
Missouri
$279K +$279K +15,620 New
Wealthfront Advisers
291
Wealthfront Advisers
California
$275K +$23.2K +1,280 +9%
TWM
292
TriaGen Wealth Management
California
$271K +$271K +15,000 New
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$271K +$21.4K +1,184 +9%
GCMG
294
Gyroscope Capital Management Group
Florida
$260K +$260K +14,400 New
CAMG
295
CWA Asset Management Group
Florida
$260K +$260K +14,400 New
BAM
296
Blueshift Asset Management
New Jersey
$257K +$257K +14,208 New
CAAS
297
Capital Asset Advisory Services
Michigan
$256K -$356K -17,760 -58%
IA
298
Inspire Advisors
Idaho
$247K -$2.97K -164 -1%
VPIM
299
Vanguard Personalized Indexing Management
California
$241K +$241K +13,324 New
AQR Capital Management
300
AQR Capital Management
Connecticut
$240K +$240K +13,248 New
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12
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