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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$165M
4
JCM
Junto Capital Management
New York
$53.3M
5
AM
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
Goldman Sachs
New York
$24.4M
5
OAG
Orbis Allan Gray
Bermuda
$796M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
301
Landscape Capital Management
New Jersey
$559K -$44.7K -1,600 -7%
Brown Advisory
302
Brown Advisory
Maryland
$547K +$14.1K +504 +3%
Mariner
303
Mariner
Kansas
$542K +$2.01K +72 +0.4%
SCM
304
Shelton Capital Management
Colorado
$538K – – –
QCM
305
QRG Capital Management
Illinois
$528K +$58.7K +2,100 +12%
HCA
306
Hyperion Capital Advisors
New York
$526K – – –
EA
307
Everpar Advisors
Oklahoma
$524K -$214K -7,676 -29%
CA
308
Cetera Advisors
Colorado
$523K +$523K +18,716 New
CC
309
Centiva Capital
New York
$518K -$235K -8,404 -31%
CTC
310
Central Trust Company
Missouri
$517K +$32.2K +1,152 +7%
HAG
311
HighPoint Advisor Group
Illinois
$514K +$13.8K +460 +3%
SG Americas Securities
312
SG Americas Securities
New York
$512K -$1.04M -37,112 -67%
BRWA
313
B. Riley Wealth Advisors
Florida
$486K +$99.6K +4,604 +26%
GT
314
Glenmede Trust
Pennsylvania
$483K -$180K -6,456 -27%
NA
315
Navellier & Associates
Nevada
$481K +$13.7K +492 +3%
BTWM
316
Baker Tilly Wealth Management
Wisconsin
$455K -$523K -18,720 -53%
XT
317
XTX Topco
Cayman Islands
$452K +$452K +16,192 New
NS
318
NBC Securities
Alabama
$445K – – –
RCM
319
Raleigh Capital Management
North Carolina
$443K +$258K +9,236 +139%
EI
320
Ethic Inc
New York
$439K +$122K +4,380 +39%
RWPA
321
Richard W. Paul & Associates
Michigan
$433K -$17.3K -620 -4%
WS
322
Wedbush Securities
California
$426K +$426K +15,264 New
HWMA
323
Heritage Wealth Management (Arizona)
Arizona
$424K -$8.6K -308 -2%
PA
324
Profund Advisors
Maryland
$421K +$56.1K +2,008 +15%
FIM
325
Freedom Investment Management
Connecticut
$407K -$172K -6,176 -30%
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