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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 %
GIA
351
GHP Investment Advisors
Colorado
$75.5K 887 – –
IA
352
IFP Advisors
Florida
$73.7K 851 +803 +1,673%
SPIA
353
Steward Partners Investment Advisory
New York
$65.1K 752 +150 +25%
GM
354
GeoWealth Management
Illinois
$63K 720 +523 +265%
QC
355
Quent Capital
New York
$62.3K 720 – –
EBA
356
Eagle Bay Advisors
New York
$61.9K 715 -123 -15%
Asset Management One
357
Asset Management One
Japan
$52.7K 609 -111 -15%
LC
358
Lindbrook Capital
California
$46.6K 538 +10 +2%
HT
359
Headlands Technologies
Illinois
$39.7K 459 +459 New
WTC
360
WhitTier Trust Company
Nevada
$39K 451 -122 -21%
N
361
Natixis
France
$38.7K 447 -142 -24%
BEI
362
Benjamin Edwards Inc
Missouri
$36K 414 -132 -24%
WBC
363
Westpac Banking Corp
Australia
$32.9K 380 – –
ACA
364
Atlas Capital Advisors
Wyoming
$32.8K 379 – –
FHA
365
First Horizon Advisors
Tennessee
$32.7K 377 +14 +4%
PFP
366
Pinnacle Financial Partners
Tennessee
$32K 370 – –
BFEC
367
Benjamin F. Edwards & Company
Missouri
$27K 309 -43 -12%
AAP
368
Arax Advisory Partners
Colorado
$26.1K 302 -70 -19%
VWM
369
Venturi Wealth Management
Texas
$24.2K 280 -87 -24%
DIP
370
DT Investment Partners
Pennsylvania
$24.2K 280 – –
MHR
371
Matthew Hamilton Rosenberg
$24.2K 280 – –
SWM
372
Spire Wealth Management
Virginia
$24.1K 278 -740 -73%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$23.6K 273 +8 +3%
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$23.4K 270 +61 +29%
PTC
375
Private Trust Company
Ohio
$21.6K 250 -33 -12%
13 14
15
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