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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.

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

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
326
FORA Capital
Florida
$404K 3,617 +3,617 New
AFG
327
Atomi Financial Group
New York
$402K 3,597 +3,597 New
FHB
328
First Hawaiian Bank
Hawaii
$381K 3,414 – –
ACM
329
Aquatic Capital Management
Illinois
$380K 3,400 -4,700 -58%
SIM
330
Studio Investment Management
Illinois
$379K 3,394 +300 +10%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$370K 3,309 +3,309 New
KAS
332
Kestra Advisory Services
Texas
$369K 3,302 +693 +27%
CCA
333
Cottonwood Capital Advisors
Utah
$362K 3,319 -256 -7%
WA
334
Wealth Alliance
New York
$361K 3,233 +511 +19%
AA
335
ALPS Advisors
Colorado
$361K 3,228 -154 -5%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$356K 3,185 +3,185 New
BAM
337
Boyar Asset Management
New York
$353K 3,158 +3,158 New
EWA
338
EverSource Wealth Advisors
Alabama
$352K 3,062 -146 -5%
CC
339
Corton Capital
Ontario, Canada
$330K 2,953 +2,953 New
OC
340
Oppenheimer & Co
New York
$327K 2,923 +2,923 New
SCA
341
Snowden Capital Advisors
New York
$326K 2,921 +2,921 New
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$325K 2,905 – –
CAM
343
Cresset Asset Management
Illinois
$324K 2,897 +215 +8%
GI
344
GAMCO Investors
Connecticut
$318K 2,850 -150 -5%
JFG
345
Jefferies Financial Group
New York
$318K 2,848 +2,848 New
PAG
346
Private Advisor Group
New Jersey
$317K 2,838 +150 +6%
SA
347
SpiderRock Advisors
Delaware
$317K 2,936 +2,936 New
SWS
348
SYSTM Wealth Solutions
Illinois
$310K 2,779 +2,368 +576%
LAM
349
L2 Asset Management
Massachusetts
$308K 2,759 +17 +0.6%
AWM
350
Axxcess Wealth Management
California
$307K 2,752 -327 -11%
12 13
14
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