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Interactive Brokers
IBKR

Overview Fund Activity

423 hedge funds and large institutions have $7.61B invested in Interactive Brokers in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 61 closing their positions.

Holders
423
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
56
Increased
146
Reduced
154
Closed
61
Calls
$38.9M
Puts
$52.3M
Net Calls
-$13.3M
Net Calls Change
-$1.04M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$677M
2
CFM
2
Coronation Fund Managers
South Africa
$77.3M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$203M
4
CM
4
Cercano Management
Washington
$29.2M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$29.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.26M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$1.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
SC
4
Samlyn Capital
New York
$43.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
CCIA
276
Campbell & Co Investment Adviser
Maryland
$346K 4,169 +4,169 New
LCM
277
Landscape Capital Management
New Jersey
$338K 4,067 +4,067 New
JCIA
278
Jackson Creek Investment Advisors
Colorado
$336K 4,044 -101 -2%
SC
279
Scotia Capital
Ontario, Canada
$335K 4,035 +4,035 New
AA
280
ALPS Advisors
Colorado
$329K 3,955 +25 +0.6%
AWM
281
Axxcess Wealth Management
California
$314K 3,779 -176 -4%
API
282
Advisor Partners II
California
$313K 3,769 +227 +6%
SIM
283
Studio Investment Management
Illinois
$312K 3,761 +271 +8%
IA
284
Inspire Advisors
Idaho
$310K 3,732 +408 +12%
ASN
285
Advisory Services Network
Georgia
$306K 3,678 -657 -15%
GS
286
GTS Securities
New York
$304K 3,661 +3,661 New
WA
287
Wealth Alliance
New York
$295K 3,546 +543 +18%
OC
288
Oppenheimer & Co
New York
$288K 3,467 -1,026 -23%
Loomis, Sayles & Company
289
Loomis, Sayles & Company
Massachusetts
$288K 3,465 +3,336 +2,586%
HCA
290
Hyperion Capital Advisors
New York
$284K 3,413 +3,413 New
AQR Capital Management
291
AQR Capital Management
Connecticut
$280K 3,366 -126 -4%
EP
292
Edgestream Partners
New Jersey
$279K 3,353 -2,526 -43%
CANY
293
Caxton Associates (New York)
New York
$276K 3,325 +3,325 New
WG
294
Winton Group
United Kingdom
$274K 3,304 -40,303 -92%
NA
295
NewEdge Advisors
Louisiana
$274K 3,297 +3,297 New
PFO
296
Pathstone Family Office
New Jersey
$274K 3,296 +3,296 New
V
297
Veritable
Delaware
$274K 3,294 -348 -10%
KAS
298
Kestra Advisory Services
Texas
$270K 3,247 -244 -7%
PA
299
Profund Advisors
Maryland
$264K 3,174 -429 -12%
SFG
300
Synergy Financial Group
California
$260K 3,126 -42 -1%
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