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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$165M
4
JCM
Junto Capital Management
New York
$53.3M
5
AM
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
Goldman Sachs
New York
$24.4M
5
OAG
Orbis Allan Gray
Bermuda
$796M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
276
Creative Planning
Kansas
$773K +$110K +3,932 +17%
FAM
277
Formidable Asset Management
Ohio
$771K -$263K -9,416 -25%
WI
278
Wintrust Investments
Illinois
$769K -$296K -10,600 -28%
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
$737K -$12.2M -435,656 -94%
Osaic Holdings
280
Osaic Holdings
Arizona
$733K -$3.02M -108,200 -80%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$700K -$345K -12,356 -33%
EAM
282
Eschler Asset Management
United Kingdom
$684K – – –
CDH
283
Charles D. Hyman
$681K – – –
AWA
284
Arkadios Wealth Advisors
Georgia
$673K – – –
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$671K +$11.1K +396 +2%
TRCT
286
Tower Research Capital (TRC)
New York
$668K -$581K -20,796 -47%
DekaBank Deutsche Girozentrale
287
DekaBank Deutsche Girozentrale
Germany
$659K – – –
PWS
288
Precision Wealth Strategies
Missouri
$645K -$156K -5,580 -19%
NG
289
Norden Group
Utah
$644K -$206K -7,392 -24%
URS
290
Utah Retirement Systems
Utah
$637K – – –
GEM
291
Global Endowment Management
North Carolina
$637K -$229K -8,196 -26%
LA
292
LVW Advisors
New York
$621K -$17.1K -612 -3%
Walleye Trading
293
Walleye Trading
New York
$614K -$530K -18,972 -46%
Corient Private Wealth
294
Corient Private Wealth
Florida
$608K +$10.7K +384 +2%
MWC
295
MBM Wealth Consultants
Missouri
$585K -$73.7K -2,640 -11%
ProShare Advisors
296
ProShare Advisors
Maryland
$583K -$45.6K -1,632 -7%
HF
297
HRT Financial
New York
$579K -$1.78M -63,844 -75%
PWG
298
Portside Wealth Group
Utah
$575K -$668K -23,932 -54%
RWM
299
Revisor Wealth Management
Ohio
$568K +$313K +12,828 +123%
DC
300
Davenport & Co
Virginia
$566K +$11.8K +424 +2%
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