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Interactive Brokers
IBKR

Overview Fund Activity

347 hedge funds and large institutions have $5.73B invested in Interactive Brokers in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 101 reducing their positions, and 43 closing their positions.

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
54
Increased
144
Reduced
101
Closed
43
Calls
$33.8M
Puts
$17.4M
Net Calls
+$16.4M
Net Calls Change
+$29.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$90.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.2M
3
PWAM
3
Park West Asset Management
California
$57.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$548M
5
AP
5
Antipodes Partners
Australia
$71M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$246M
2
BCM
2
Bares Capital Management
Texas
$264M
3
TP
3
Thunderbird Partners
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
376
Washington Trust
Rhode Island
– – -500 Closed
MFAM
377
Motley Fool Asset Management
Virginia
– – -46 Closed
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$0 1 -17 -94%
EBA
379
Eagle Bay Advisors
New York
– – -17 Closed
SWA
380
Sutton Wealth Advisors
Florida
– – -11 Closed
SC
381
Schubert & Co
Texas
$0 2 -3 -60%
CFGS
382
Concourse Financial Group Securities
Alabama
– – – –
Wolverine Trading
383
Wolverine Trading
Illinois
– – – –
Capital Fund Management (CFM)
384
Capital Fund Management (CFM)
France
– – – –
HWM
385
HighMark Wealth Management
Minnesota
– – – –
ED
386
Exane Derivatives
France
– – – –
Group One Trading
387
Group One Trading
Illinois
– – – –
PWMG
388
Prestige Wealth Management Group
New Jersey
$0 6 – –
Nomura Asset Management
389
Nomura Asset Management
Japan
– – – –
AF
390
Allworth Financial
California
$0 3 – –
SIC
391
SJS Investment Consulting
Ohio
$0 1 +1 New
DI
392
Disciplined Investments
Oklahoma
$0 4 +4 New
GWS
393
Glassman Wealth Services
Virginia
$0 4 +4 New
CAL
394
Capital Advisors Ltd
Ohio
$0 5 +5 New
Lazard Asset Management
395
Lazard Asset Management
New York
$0 5 +5 New
SIS
396
Sound Income Strategies
Florida
$0 6 +6 New
CI
397
Cordant Inc
Oregon
$0 6 +6 New
12 13 14 15
16