IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $6.79B invested in Interactive Brokers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
68
Increased
123
Reduced
96
Closed
32
Calls
$65.3M
Puts
$78.7M
Net Calls
-$13.5M
Net Calls Change
-$7.7M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$346M
2
SC
2
Samlyn Capital
New York
$140M
3
OAG
3
Orbis Allan Gray
Bermuda
$99.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$121M
5
Victory Capital Management
5
Victory Capital Management
Texas
$54.7M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$454M
2
AA
2
Ancient Art
Texas
$90.2M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$29.7M
4
BlackRock
4
BlackRock
New York
$586M
5
AP
5
Antipodes Partners
Australia
$50.9M
Name Market Value Shares Shares
Change 		Shares
Change %
QTM
351
qPULA Trading Management
New York
– – -3,444 Closed
HTC
352
Haverford Trust Company
Pennsylvania
– – -3,429 Closed
BFM
353
Boothbay Fund Management
New York
– – -3,344 Closed
PHK
354
Point72 Hong Kong
Hong Kong
– – -1,934 Closed
ED
355
Exane Derivatives
France
– – -796 Closed
BFEC
356
Benjamin F. Edwards & Company
Missouri
– – -669 Closed
EWA
357
Evolution Wealth Advisors
Florida
– – -400 Closed
JFA
358
JNBA Financial Advisors
Minnesota
– – -363 Closed
LWM
359
Liberty Wealth Management
California
– – -305 Closed
GPA
360
Guidance Point Advisors
Massachusetts
– – -298 Closed
Loomis, Sayles & Company
361
Loomis, Sayles & Company
Massachusetts
– – -146 Closed
UOTTAIMCU
362
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– – -145 Closed
OSAM
363
O'Shaughnessy Asset Management
Connecticut
– – -77 Closed
HWM
364
HighMark Wealth Management
Minnesota
– – -41 Closed
PP
365
Pacifica Partners
Canada
– – -26 Closed
CI
366
Cordant Inc
Oregon
– – -21 Closed
HR
367
Howe & Rusling
New York
– – -10 Closed
Group One Trading
368
Group One Trading
Illinois
– – – –
BCM
369
Basso Capital Management
Connecticut
– – – –
AF
370
Allworth Financial
California
$0 3 – –
Nomura Asset Management
371
Nomura Asset Management
Japan
– – – –
DS
372
DRW Securities
Illinois
– – – –
Wolverine Trading
373
Wolverine Trading
Illinois
– – – –
CFGS
374
Concourse Financial Group Securities
Alabama
– – – –
Capital Fund Management (CFM)
375
Capital Fund Management (CFM)
France
– – – –
12 13 14
15
16