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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
276
PMC FIG Opportunities
Israel
$495K 6,000 +6,000 New
EP
277
Edgestream Partners
New Jersey
$485K 5,879 +5,879 New
AWAU
278
Alliance Wealth Advisors (Utah)
Utah
$467K 5,657 +139 +3%
Brown Advisory
279
Brown Advisory
Maryland
$456K 5,520 +1,215 +28%
SCM
280
Shelton Capital Management
Colorado
$449K 5,439 +968 +22%
SWS
281
SYSTM Wealth Solutions
Illinois
$437K 5,297 +174 +3%
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$433K 5,450 – –
Mariner
283
Mariner
Kansas
$431K 5,224 +728 +16%
Acadian Asset Management
284
Acadian Asset Management
Massachusetts
$429K 5,206 -43,801 -89%
HIM
285
Hillsdale Investment Management
Ontario, Canada
$424K 5,130 +5,130 New
CAN
286
Cetera Advisor Networks
California
$419K 5,075 +661 +15%
URS
287
Utah Retirement Systems
Utah
$413K 5,000 +100 +2%
TRCT
288
Tower Research Capital (TRC)
New York
$412K 4,998 +3,043 +156%
BRWA
289
B. Riley Wealth Advisors
Florida
$378K 4,583 +80 +2%
MWC
290
MBM Wealth Consultants
Missouri
$378K 3,905 – –
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$374K 4,533 +788 +21%
OC
292
Oppenheimer & Co
New York
$371K 4,493 +315 +8%
RWPA
293
Richard W. Paul & Associates
Michigan
$360K 4,365 +3,105 +246%
EWA
294
EverSource Wealth Advisors
Alabama
$360K 4,356 -5 -0.1%
ASN
295
Advisory Services Network
Georgia
$358K 4,335 +1,603 +59%
HighTower Advisors
296
HighTower Advisors
Illinois
$352K 4,285 -854 -17%
Wealthfront Advisers
297
Wealthfront Advisers
California
$352K 4,259 +456 +12%
JCIA
298
Jackson Creek Investment Advisors
Colorado
$342K 4,145 +4,145 New
QOP
299
Quinn Opportunity Partners
Virginia
$341K 4,128 -207,300 -98%
AWS
300
Atria Wealth Solutions
New York
$338K 4,093 +4,093 New
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