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Interactive Brokers

347 hedge funds and large institutions have $5.73B invested in Interactive Brokers in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $17.4M

43% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 101

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

4.91% more ownership

Funds ownership: 348.79%353.7% (+4.9%)

2% more funds holding

Funds holding: 339347 (+8)

16% less capital invested

Capital invested by funds: $6.79B → $5.73B (-$1.06B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
54
Increased
144
Reduced
101
Closed
43
Calls
$33.8M
Puts
$17.4M
Net Calls
+$16.4M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$19K
MHR
302
Matthew Hamilton Rosenberg
$18K
QCG
303
Quadrant Capital Group
Ohio
$18K +$5.58K +324 +44%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$18K +$15.8K +916 +498%
ATC
305
Adirondack Trust Company
New York
$16K
First Manhattan
306
First Manhattan
New York
$16K
KPCM
307
Kings Point Capital Management
New York
$15K
PCG
308
Private Capital Group
Connecticut
$13K
FHA
309
First Horizon Advisors
Tennessee
$12K -$10.6K -616 -46%
TWC
310
TD Waterhouse Canada
Ontario, Canada
$9.22K -$52.6K -3,052 -87%
WTC
311
WhitTier Trust Company
Nevada
$9K +$8.96K +520 New
MA
312
MUFG Americas
New York
$9K +$9.44K +548 New
IA
313
IFP Advisors
Florida
$7K +$4.2K +244 +6,100%
S
314
SignatureFD
Georgia
$6K +$2.96K +172 +83%
MAM
315
Meeder Asset Management
Ohio
$5K +$895 +52 +19%
TJHA
316
Thomas J. Herzfeld Advisors
Florida
$4K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$4K +$1.1K +64 +38%
PA
318
Parallel Advisors
California
$4K +$3.38K +196 +445%
Allspring Global Investments
319
Allspring Global Investments
North Carolina
$4K +$4.82K +280 New
LTI
320
Laffer Tengler Investments
Tennessee
$3.89K +$4.06K +236 New
Bessemer Group
321
Bessemer Group
New Jersey
$2K -$4.96K -288 -71%
EARNEST Partners
322
EARNEST Partners
Georgia
$2K
UB
323
UMB Bank
Missouri
$2K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2K +$758 +44 +69%
SSG
325
Summit Securities Group
New York
$2K +$2.07K +120 New