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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
301
Axxcess Wealth Management
California
$327K 3,955 – –
AA
302
ALPS Advisors
Colorado
$324K 3,930 +3,930 New
QT
303
Quantamental Technologies
New York
$303K 3,668 +3,668 New
V
304
Veritable
Delaware
$301K 3,642 +3,642 New
PA
305
Profund Advisors
Maryland
$297K 3,603 -517 -13%
Simplex Trading
306
Simplex Trading
Illinois
$297K 3,600 -2,459 -41%
TWM
307
TriaGen Wealth Management
California
$292K 3,542 -208 -6%
API
308
Advisor Partners II
California
$292K 3,542 +246 +7%
AQR Capital Management
309
AQR Capital Management
Connecticut
$288K 3,492 +180 +5%
KAS
310
Kestra Advisory Services
Texas
$288K 3,491 -3,479 -50%
SIM
311
Studio Investment Management
Illinois
$288K 3,490 +3,490 New
OA
312
Oxbow Advisors
Texas
$287K 3,472 +3,472 New
IA
313
Inspire Advisors
Idaho
$274K 3,324 -91 -3%
JPMPWA
314
J.P. Morgan Private Wealth Advisors
California
$268K 3,251 +3,251 New
SFG
315
Synergy Financial Group
California
$262K 3,168 -133 -4%
TI
316
Tidal Investments
Wisconsin
$255K 3,086 +3,086 New
CIP
317
Convergence Investment Partners
Florida
$253K 3,061 +1,130 +59%
RWM
318
Revisor Wealth Management
Ohio
$252K 3,054 +3,054 New
WA
319
Wealth Alliance
New York
$248K 3,003 -22 -0.7%
CAAS
320
Capital Asset Advisory Services
Michigan
$244K 2,955 -230 -7%
PMEF
321
Point72 Middle East FZE
United Arab Emirates
$241K 2,919 +2,919 New
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$240K 2,905 +88 +3%
TSS
323
Two Sigma Securities
New York
$239K 2,900 -2,300 -44%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$234K 2,837 +2,837 New
CC
325
Centiva Capital
New York
$230K 2,786 +2,786 New
11 12
13
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