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Interactive Brokers
IBKR

Overview Fund Activity

402 hedge funds and large institutions have $6.66B invested in Interactive Brokers in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
+63
Holders Change %
+18.58%
% of All Funds
6.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
99
Increased
146
Reduced
114
Closed
32
Calls
$53.5M
Puts
$63.5M
Net Calls
-$10.1M
Net Calls Change
-$15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
Fidelity International
2
Fidelity International
Bermuda
$79.9M
3
SC
3
Samlyn Capital
New York
$66.7M
4
JCM
4
Junto Capital Management
New York
$60.4M
5
CCM
5
Cantillon Capital Management
New York
$233M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$228M
2
GWM
2
Greenwich Wealth Management
Connecticut
$255M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$147M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DIP
351
DT Investment Partners
Pennsylvania
$20.3K 280 – –
MHR
352
Matthew Hamilton Rosenberg
$20.3K 280 – –
PWS
353
Paragon Wealth Strategies
Florida
$20.1K 278 – –
BHWM
354
Bay Harbor Wealth Management
Maryland
$20K 281 +281 New
ATC
355
Adirondack Trust Company
New York
$18.1K 250 – –
PTC
356
Private Trust Company
Ohio
$18K 247 -2 -0.8%
First Manhattan
357
First Manhattan
New York
$15K 207 +207 New
HIA
358
Harbor Investment Advisory
Maryland
$14.5K 200 +200 New
AssetMark Inc
359
AssetMark Inc
California
$14K 194 +194 New
PPC
360
Park Place Capital
Alabama
$14K 195 +195 New
SCA
361
Stonebridge Capital Advisors
Minnesota
$12.5K 173 – –
CS
362
Comerica Securities
Michigan
$12.5K 173 +173 New
NA
363
NewEdge Advisors
Louisiana
$10.8K 149 +149 New
PFBT
364
Parkside Financial Bank & Trust
Missouri
$10.3K 143 +143 New
Bessemer Group
365
Bessemer Group
New Jersey
$7K 98 – –
PA
366
Parallel Advisors
California
$6.22K 86 +7 +9%
TJHA
367
Thomas J. Herzfeld Advisors
Florida
$4.34K 60 +5 +9%
LFG
368
Larson Financial Group
Missouri
$4.05K 56 – –
HI
369
Harbour Investments
Wisconsin
$3.47K 48 – –
CT
370
Colonial Trust
South Carolina
$3.43K 47 +47 New
AF
371
Allworth Financial
California
$3.04K 42 +4 +11%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$3K 45 +21 +88%
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$2.82K 39 – –
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$2.82K 39 +12 +44%
CFGS
375
Concourse Financial Group Securities
Alabama
$2.82K 39 +39 New
13 14
15
16 17