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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $5.9B invested in Interactive Brokers in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 94 reducing their positions, and 49 closing their positions.

Holders
339
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.86%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
46
Increased
159
Reduced
94
Closed
49
Calls
$29.8M
Puts
$24.8M
Net Calls
+$4.93M
Net Calls Change
-$16M

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$325M
2
BlackRock
2
BlackRock
New York
$534M
3
ABI
3
Abrams Bison Investments
Maryland
$55.6M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$577M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$358M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$204M
3
AP
3
Antipodes Partners
Australia
$57.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$56.5M
5
ACL
5
Azora Capital LP
Florida
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
RTC
376
Riverview Trust Company
Washington
– – -233 Closed
SN
377
Sittner & Nelson
Oregon
– – -170 Closed
HWA
378
HHM Wealth Advisors
Tennessee
– – -63 Closed
Loomis, Sayles & Company
379
Loomis, Sayles & Company
Massachusetts
– – -36 Closed
UB
380
UMB Bank
Missouri
– – -19 Closed
WOSD
381
WFA of San Diego
California
– – -9 Closed
SIS
382
Sound Income Strategies
Florida
– – -6 Closed
VCM
383
Versant Capital Management
Arizona
$0 5 -5 -50%
Lazard Asset Management
384
Lazard Asset Management
New York
$0 4 -1 -20%
HWM
385
HighMark Wealth Management
Minnesota
– – – –
Group One Trading
386
Group One Trading
Illinois
– – – –
CFGS
387
Concourse Financial Group Securities
Alabama
– – – –
Nomura Asset Management
388
Nomura Asset Management
Japan
– – – –
Squarepoint
389
Squarepoint
New York
– – – –
PWMG
390
Prestige Wealth Management Group
New Jersey
$0 6 – –
Parallax Volatility Advisers
391
Parallax Volatility Advisers
California
– – – –
CG
392
Cutler Group
California
– – – –
Walleye Trading
393
Walleye Trading
New York
– – – –
SCM
394
Stamina Capital Management
New York
– – – –
TWA
395
TCI Wealth Advisors
Arizona
$0 2 +2 New
DI
396
Disciplined Investments
Oklahoma
$0 6 +2 +50%
SIC
397
SJS Investment Consulting
Ohio
$0 3 +3 New
12 13 14 15
16