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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 %
UFF
326
USA Financial Formulas
Michigan
$229K 2,770 +2,770 New
TWM
327
Thrive Wealth Management
Pennsylvania
$227K 2,752 +2,752 New
KI
328
Kapitalo Investimentos
Brazil
$225K 2,720 +2,720 New
WAG
329
Wallace Advisory Group
California
$224K 2,716 +2,716 New
AAM
330
Aureus Asset Management
Massachusetts
$215K 2,600 +2,600 New
JFG
331
Jefferies Financial Group
New York
$213K 2,579 +2,579 New
GI
332
GAMCO Investors
Connecticut
$211K 2,550 +2,550 New
CA
333
Crewe Advisors
Utah
$210K 2,548 – –
DC
334
Davenport & Co
Virginia
$200K 2,424 +2,424 New
BC
335
Bartlett & Co
Ohio
$195K 2,360 – –
BCWM
336
Bartlett & Co Wealth Management
Ohio
$195K 2,360 – –
C
337
Covestor
United Kingdom
$187K 2,265 -2 -0.1%
CTC
338
Central Trust Company
Missouri
$167K 2,020 – –
QCG
339
Quadrant Capital Group
Ohio
$133K 1,616 +352 +28%
FHA
340
First Horizon Advisors
Tennessee
$130K 1,571 +1,224 +353%
Macquarie Group
341
Macquarie Group
Australia
$111K 1,350 – –
JMF
342
Johnson Midwest Financial
Iowa
$101K 1,223 – –
HFM
343
Harvest Fund Management
China
$90K 1,096 +1,096 New
SWM
344
Spire Wealth Management
Virginia
$84K 1,018 +108 +12%
EBA
345
Eagle Bay Advisors
New York
$83K 1,005 +21 +2%
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$82.6K 1,000 – –
O
347
Ossiam
France
$82.3K 997 -306 -23%
BHWM
348
Bay Harbor Wealth Management
Maryland
$78.8K 955 +674 +240%
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$78K 943 +5 +0.5%
RCM
350
Raleigh Capital Management
North Carolina
$75K 909 +184 +25%
12 13
14
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