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Interactive Brokers
IBKR

Overview Fund Activity

344 hedge funds and large institutions have $4.77B invested in Interactive Brokers in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
344
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
43
Increased
149
Reduced
103
Closed
37
Calls
$35.4M
Puts
$14.4M
Net Calls
+$21M
Net Calls Change
+$4.54M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$194M
2
BA
2
Bridgewater Associates
Connecticut
$68.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$65.9M
4
Select Equity Group
4
Select Equity Group
New York
$349M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$16.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
GWM
2
Greenwich Wealth Management
Connecticut
$137M
3
BCM
3
Bares Capital Management
Texas
$177M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$210M
5
Morgan Stanley
5
Morgan Stanley
New York
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$1K 11 -16 -59%
UB
327
UMB Bank
Missouri
$1K 19 -9 -32%
BWM
328
BerganKDV Wealth Management
Minnesota
$1K 13 – –
TFA
329
Toth Financial Advisory
Virginia
$1K 15 – –
AF
330
Advisornet Financial
Minnesota
$1K 10 – –
LPWM
331
Lake Point Wealth Management
Texas
$1K 20 – –
VCM
332
Versant Capital Management
Arizona
$1K 10 – –
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$1K 10 +9 +900%
CHA
334
Carmichael Hill & Associates
Maryland
$1K 18 +18 New
CAL
335
Capital Advisors Ltd
Ohio
$1K 24 +19 +380%
AW
336
Avion Wealth
Texas
$1K 19 +19 New
HT
337
HighTower Trust
Texas
$249 8,749 +8,749 New
SWA
338
Sutton Wealth Advisors
Florida
$165 3 +3 New
SC
339
Samlyn Capital
New York
– – -2,101,352 Closed
Balyasny Asset Management
340
Balyasny Asset Management
Illinois
– – -137,696 Closed
BC
341
BIT Capital
Germany
– – -78,349 Closed
BC
342
Brookfield Corp
Ontario, Canada
– – -54,967 Closed
HF
343
HRT Financial
New York
– – -23,701 Closed
Connor, Clark & Lunn Investment Management (CC&L)
344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -11,106 Closed
Natixis Advisors
345
Natixis Advisors
Massachusetts
– – -10,608 Closed
PVH
346
Psagot Value Holdings
Israel
– – -9,480 Closed
DS
347
DRW Securities
Illinois
– – -7,000 Closed
EGM
348
Engineers Gate Manager
New York
– – -6,293 Closed
CCIA
349
Campbell & Co Investment Adviser
Maryland
– – -5,159 Closed
DA
350
DCM Advisors
New York
– – -5,067 Closed
12 13
14
15 16