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Interactive Brokers
IBKR

Overview Fund Activity

402 hedge funds and large institutions have $6.66B invested in Interactive Brokers in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
+63
Holders Change %
+18.58%
% of All Funds
6.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
99
Increased
146
Reduced
114
Closed
32
Calls
$53.5M
Puts
$63.5M
Net Calls
-$10.1M
Net Calls Change
-$15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
Fidelity International
2
Fidelity International
Bermuda
$79.9M
3
SC
3
Samlyn Capital
New York
$66.7M
4
JCM
4
Junto Capital Management
New York
$60.4M
5
CCM
5
Cantillon Capital Management
New York
$233M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$228M
2
GWM
2
Greenwich Wealth Management
Connecticut
$255M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$147M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
301
Synergy Financial Group
California
$239K -$8.97K -496 -4%
API
302
Advisor Partners II
California
$238K +$238K +13,184 New
Jane Street
303
Jane Street
New York
$226K -$2.15M -118,996 -90%
PFO
304
Pathstone Family Office
New Jersey
$222K +$222K +12,260 New
WA
305
Wealth Alliance
New York
$219K +$219K +12,100 New
SIA
306
Strategic Investment Advisors
Michigan
$205K +$205K +11,340 New
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$204K -$79.4K -4,388 -28%
ASN
308
Advisory Services Network
Georgia
$198K +$198K +10,928 New
APC
309
Aspire Private Capital
North Carolina
$192K +$184K +10,200 +2,339%
CA
310
Crewe Advisors
Utah
$184K -$4.56K -252 -2%
BC
311
Bartlett & Co
Ohio
$171K – – –
BCWM
312
Bartlett & Co Wealth Management
Ohio
$171K – – –
C
313
Covestor
United Kingdom
$164K -$72 -4 -0%
DCM
314
Dupont Capital Management
Delaware
$147K -$15.8K -876 -10%
CTC
315
Central Trust Company
Missouri
$146K – – –
CMF
316
Counterpoint Mutual Funds
California
$146K +$146K +8,076 New
TRCT
317
Tower Research Capital (TRC)
New York
$141K -$369K -20,492 -72%
CIP
318
Convergence Investment Partners
Florida
$140K +$140K +7,724 New
Macquarie Group
319
Macquarie Group
Australia
$97.7K -$55.6K -3,076 -36%
O
320
Ossiam
France
$94.3K – – –
QCG
321
Quadrant Capital Group
Ohio
$91.5K +$13.9K +768 +18%
RWPA
322
Richard W. Paul & Associates
Michigan
$91.2K +$91.2K +5,040 New
JMF
323
Johnson Midwest Financial
Iowa
$88K +$88K +4,892 New
KTC
324
Kistler-Tiffany Companies
Pennsylvania
$72.4K – – –
EBA
325
Eagle Bay Advisors
New York
$71.2K +$31.5K +1,740 +79%
11 12
13
14 15