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Interactive Brokers
IBKR

Overview Fund Activity

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.

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.49%
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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$90.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.2M
3
PWAM
3
Park West Asset Management
California
$57.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$548M
5
AP
5
Antipodes Partners
Australia
$71M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$246M
2
BCM
2
Bares Capital Management
Texas
$264M
3
TP
3
Thunderbird Partners
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$19K 300 – –
MHR
302
Matthew Hamilton Rosenberg
$18K 280 – –
QCG
303
Quadrant Capital Group
Ohio
$18K 265 +81 +44%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$18K 275 +229 +498%
ATC
305
Adirondack Trust Company
New York
$16K 250 – –
First Manhattan
306
First Manhattan
New York
$16K 250 – –
KPCM
307
Kings Point Capital Management
New York
$15K 226 – –
PCG
308
Private Capital Group
Connecticut
$13K 193 – –
FHA
309
First Horizon Advisors
Tennessee
$12K 182 -154 -46%
TWC
310
TD Waterhouse Canada
Ontario, Canada
$9.22K 113 -763 -87%
WTC
311
WhitTier Trust Company
Nevada
$9K 130 +130 New
MA
312
MUFG Americas
New York
$9K 137 +137 New
IA
313
IFP Advisors
Florida
$7K 62 +61 +6,100%
S
314
SignatureFD
Georgia
$6K 95 +43 +83%
MAM
315
Meeder Asset Management
Ohio
$5K 82 +13 +19%
TJHA
316
Thomas J. Herzfeld Advisors
Florida
$4K 55 – –
PFBT
317
Parkside Financial Bank & Trust
Missouri
$4K 58 +16 +38%
PA
318
Parallel Advisors
California
$4K 60 +49 +445%
Allspring Global Investments
319
Allspring Global Investments
North Carolina
$4K 70 +70 New
LTI
320
Laffer Tengler Investments
Tennessee
$3.89K 59 +59 New
Bessemer Group
321
Bessemer Group
New Jersey
$2K 30 -72 -71%
UB
322
UMB Bank
Missouri
$2K 28 – –
EARNEST Partners
323
EARNEST Partners
Georgia
$2K 33 – –
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2K 27 +11 +69%
SSG
325
Summit Securities Group
New York
$2K 30 +30 New
11 12
13
14 15