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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $6.79B invested in Interactive Brokers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
68
Increased
123
Reduced
96
Closed
32
Calls
$65.3M
Puts
$78.7M
Net Calls
-$13.5M
Net Calls Change
-$7.7M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$346M
2
SC
2
Samlyn Capital
New York
$140M
3
OAG
3
Orbis Allan Gray
Bermuda
$99.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$121M
5
Victory Capital Management
5
Victory Capital Management
Texas
$54.7M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$454M
2
AA
2
Ancient Art
Texas
$90.2M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$29.7M
4
BlackRock
4
BlackRock
New York
$586M
5
AP
5
Antipodes Partners
Australia
$50.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$24K 303 -121 -29%
GWM
302
Geneos Wealth Management
Colorado
$23K 300 – –
MHR
303
Matthew Hamilton Rosenberg
$22K 280 -204 -42%
ATC
304
Adirondack Trust Company
New York
$20K 250 – –
First Manhattan
305
First Manhattan
New York
$19K 250 – –
KPCM
306
Kings Point Capital Management
New York
$18K 226 +226 New
PCG
307
Private Capital Group
Connecticut
$15K 193 – –
QCG
308
Quadrant Capital Group
Ohio
$15K 184 – –
RFA
309
Reilly Financial Advisors
California
$13K 168 +168 New
Bessemer Group
310
Bessemer Group
New Jersey
$8K 102 -257 -72%
Manulife (Manufacturers Life Insurance)
311
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.84K 98,690 -1,722 -2%
MAM
312
Meeder Asset Management
Ohio
$5K 69 +13 +23%
HI
313
Harbour Investments
Wisconsin
$4K 48 – –
SPIA
314
Steward Partners Investment Advisory
New York
$4K 53 – –
TJHA
315
Thomas J. Herzfeld Advisors
Florida
$4K 55 +8 +17%
S
316
SignatureFD
Georgia
$4K 52 +21 +68%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$4K 46 +46 New
MFAM
318
Motley Fool Asset Management
Virginia
$4K 46 +46 New
PFBT
319
Parkside Financial Bank & Trust
Missouri
$3K 42 – –
EARNEST Partners
320
EARNEST Partners
Georgia
$3K 33 – –
LPWM
321
Lake Point Wealth Management
Texas
$2K 20 – –
AAP
322
Arax Advisory Partners
Colorado
$2K 27 +16 +145%
UB
323
UMB Bank
Missouri
$2K 28 +28 New
BBHC
324
Brown Brothers Harriman & Co
New York
$1.91K 24,089 – –
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$1K 18 -6 -25%
11 12
13
14 15