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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
376
Private Trust Company
Ohio
$23.4K 283 +36 +15%
MHR
377
Matthew Hamilton Rosenberg
$23.1K 280 – –
PFBT
378
Parkside Financial Bank & Trust
Missouri
$21.9K 265 +122 +85%
DIP
379
DT Investment Partners
Pennsylvania
$21.6K 280 – –
ATC
380
Adirondack Trust Company
New York
$20.6K 250 – –
TAM
381
Tucker Asset Management
Colorado
$20.4K 247 +247 New
AF
382
Allworth Financial
California
$19.9K 241 +199 +474%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$17.3K 210 +165 +367%
GM
384
GeoWealth Management
Illinois
$17K 209 +209 New
HIA
385
Harbor Investment Advisory
Maryland
$16.5K 200 – –
AssetMark Inc
386
AssetMark Inc
California
$16.3K 198 +4 +2%
SN
387
Sittner & Nelson
Oregon
$16.3K 197 +197 New
SCA
388
Stonebridge Capital Advisors
Minnesota
$14.3K 173 – –
PPC
389
Park Place Capital
Alabama
$12.4K 150 -45 -23%
MIM
390
Macroview Investment Management
Maryland
$11.2K 136 +136 New
Loomis, Sayles & Company
391
Loomis, Sayles & Company
Massachusetts
$11K 129 +129 New
PA
392
Parallel Advisors
California
$10.1K 122 +36 +42%
7CM
393
7G Capital Management
New York
$8.26K 100 +100 New
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$7.68K 93 +54 +138%
HS
395
Horan Securities
United States
$5.45K 66 +66 New
TJHA
396
Thomas J. Herzfeld Advisors
Florida
$5.12K 62 +2 +3%
LFG
397
Larson Financial Group
Missouri
$4.62K 56 – –
VCM
398
Versant Capital Management
Arizona
$4.46K 54 +49 +980%
RI
399
Ridgewood Investments
New Jersey
$4.46K 54 +54 New
HI
400
Harbour Investments
Wisconsin
$3.96K 48 – –
14 15
16
17 18