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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$133M
2
Marshall Wace
Marshall Wace
United Kingdom
$307M
3
ECU
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
Fidelity International
Bermuda
$62.8M
4
CI
Cooper Investors
Australia
$18.2M
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
276
Simplex Trading
Illinois
$909K -$1.25M -40,760 -58%
Baird Financial Group
277
Baird Financial Group
Wisconsin
$906K +$4.9K +160 +0.5%
VEA
278
Virtus ETF Advisers
New York
$896K -$120K -3,912 -12%
IMRF
279
Illinois Municipal Retirement Fund
Illinois
$892K – – –
OLA
280
Oliver Luxxe Assets
New Jersey
$887K +$22.7K +740 +3%
SIA
281
Strategic Investment Advisors
Michigan
$883K -$33.1K -1,080 -4%
LGA
282
Lebenthal Global Advisors
New York
$865K -$42.1K -1,372 -5%
MAM
283
Mystic Asset Management
Rhode Island
$864K – – –
CGH
284
Crossmark Global Holdings
Texas
$847K -$108K -3,532 -11%
HMS
285
Hanseatic Management Services
New Mexico
$837K +$837K +27,312 New
NICM
286
Neo Ivy Capital Management
New York
$801K +$801K +26,128 New
CP
287
Cumberland Partners
Ontario, Canada
$797K +$797K +26,000 New
TRCT
288
Tower Research Capital (TRC)
New York
$779K +$45.7K +1,492 +6%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$776K +$39.6K +1,292 +5%
FF
290
Friedenthal Financial
New Jersey
$767K -$82.5K -2,692 -10%
VCM
291
Virtue Capital Management
Tennessee
$767K +$767K +25,144 New
WI
292
Wintrust Investments
Illinois
$763K -$80.9K -2,640 -10%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$760K -$8.58K -280 -1%
GEM
294
Global Endowment Management
North Carolina
$758K +$59K +1,924 +8%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$751K +$361K +11,768 +92%
LA
296
LVW Advisors
New York
$751K +$69.4K +2,264 +10%
CDH
297
Charles D. Hyman
$748K – – –
AWA
298
Arkadios Wealth Advisors
Georgia
$741K +$2.21K +72 +0.3%
DekaBank Deutsche Girozentrale
299
DekaBank Deutsche Girozentrale
Germany
$731K – – –
Mitsubishi UFJ Trust & Banking
300
Mitsubishi UFJ Trust & Banking
Japan
$731K +$731K +23,836 New
10 11
12
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