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Interactive Brokers
IBKR

Overview Fund Activity

434 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 151 increasing their positions, 149 reducing their positions, and 52 closing their positions.

Holders
434
Holders Change
+11
Holders Change %
+2.6%
% of All Funds
6.92%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
67
Increased
151
Reduced
149
Closed
52
Calls
$79.9M
Puts
$40.2M
Net Calls
+$39.7M
Net Calls Change
+$53M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
Fidelity International
2
Fidelity International
Bermuda
$141M
3
CI
3
Cooper Investors
Australia
$48.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$68M
5
Millennium Management
5
Millennium Management
New York
$36.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$552M
2
Select Equity Group
2
Select Equity Group
New York
$151M
3
BA
3
Bridgewater Associates
Connecticut
$3.29M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
326
Wealth Alliance
New York
$234K 2,699 -847 -24%
CCA
327
Cottonwood Capital Advisors
Utah
$227K 2,622 +2,622 New
JFG
328
Jefferies Financial Group
New York
$223K 2,579 – –
WAG
329
Wallace Advisory Group
California
$223K 2,679 -37 -1%
DI
330
DFPG Investments
Utah
$222K 2,702 -4,314 -61%
CA
331
Crewe Advisors
Utah
$221K 2,548 – –
IFU
332
iSAM Funds (UK)
United Kingdom
$213K 2,459 +2,459 New
KAS
333
Kestra Advisory Services
Texas
$210K 2,426 -821 -25%
BCWM
334
Bartlett & Co Wealth Management
Ohio
$204K 2,360 – –
BC
335
Bartlett & Co
Ohio
$204K 2,360 – –
QCG
336
Quadrant Capital Group
Ohio
$197K 2,279 +554 +32%
UFF
337
USA Financial Formulas
Michigan
$189K 2,184 – –
SG Americas Securities
338
SG Americas Securities
New York
$150K 1,735 -4,064 -70%
O
339
Ossiam
France
$143K 1,648 -13 -0.8%
RCM
340
Raleigh Capital Management
North Carolina
$136K 1,568 +218 +16%
Macquarie Group
341
Macquarie Group
Australia
$117K 1,350 – –
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$108K 1,247 -9,410 -88%
S
343
SignatureFD
Georgia
$107K 1,237 +722 +140%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$101K 1,166 +740 +174%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$100K 1,151 +263 +30%
AssetMark Inc
346
AssetMark Inc
California
$96.9K 1,120 -162 -13%
WPWM
347
Western Pacific Wealth Management
Illinois
$95.2K 1,100 +1,100 New
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$84K 965 +18 +2%
AF
349
Allworth Financial
California
$78.7K 910 +638 +235%
BHWM
350
Bay Harbor Wealth Management
Maryland
$77.8K 899 +12 +1%
12 13
14
15 16