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Interactive Brokers
IBKR

Overview Fund Activity

454 hedge funds and large institutions have $7.79B invested in Interactive Brokers in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 55 closing their positions.

Holders
454
Holders Change
+20
Holders Change %
+4.61%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.21%
New
79
Increased
154
Reduced
159
Closed
55
Calls
$78.6M
Puts
$87.7M
Net Calls
-$9.06M
Net Calls Change
-$48.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$115M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$262M
4
Goldman Sachs
4
Goldman Sachs
New York
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20.1M
2
Bank of America
2
Bank of America
North Carolina
$57.5M
3
SC
3
Samlyn Capital
New York
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Fidelity International
5
Fidelity International
Bermuda
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
326
Studio Investment Management
Illinois
$256K 3,094 -609 -16%
AWM
327
Axxcess Wealth Management
California
$255K 3,079 -70 -2%
SFG
328
Synergy Financial Group
California
$249K 3,001 -125 -4%
GI
329
GAMCO Investors
Connecticut
$249K 3,000 +250 +9%
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$241K 2,905 – –
DZ Bank
331
DZ Bank
Germany
$240K 2,881 -2,407 -46%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$236K 2,847 -17,600 -86%
EI
333
Ethic Inc
New York
$235K 2,836 +2,836 New
LAM
334
L2 Asset Management
Massachusetts
$227K 2,742 +2,742 New
WA
335
Wealth Alliance
New York
$226K 2,722 +23 +0.9%
SP
336
Systematic Portfolios
New York
$224K 2,701 +2,701 New
PAG
337
Private Advisor Group
New Jersey
$223K 2,688 +2,688 New
CAM
338
Cresset Asset Management
Illinois
$222K 2,682 +2,682 New
CA
339
Crewe Advisors
Utah
$219K 2,636 +88 +3%
RWM
340
Revisor Wealth Management
Ohio
$217K 2,613 -2,368 -48%
KAS
341
Kestra Advisory Services
Texas
$216K 2,609 +183 +8%
WAG
342
Wallace Advisory Group
California
$214K 2,476 -203 -8%
MAM
343
Meeder Asset Management
Ohio
$210K 2,535 +2,535 New
BCWM
344
Bartlett & Co Wealth Management
Ohio
$196K 2,360 – –
EDRH
345
Edmond de Rothschild Holding
Switzerland
$196K 2,366 +2,366 New
BC
346
Bartlett & Co
Ohio
$196K 2,360 – –
QCG
347
Quadrant Capital Group
Ohio
$184K 2,221 -58 -3%
CG
348
Cutler Group
California
$138K 1,670 +1,670 New
RCM
349
Raleigh Capital Management
North Carolina
$138K 1,658 +90 +6%
O
350
Ossiam
France
$137K 1,648 – –
12 13
14
15 16