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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 %
ATC
376
Adirondack Trust Company
New York
$21.6K 250 – –
GA
377
GoalVest Advisory
New York
$18.3K 211 +67 +47%
C
378
Covestor
United Kingdom
$18K 209 – –
SC
379
Solstein Capital
California
$17.3K 200 – –
SN
380
Sittner & Nelson
Oregon
$17.1K 197 – –
ST
381
Smithfield Trust
Pennsylvania
$16K 191 +191 New
SCA
382
Stonebridge Capital Advisors
Minnesota
$15K 173 – –
CFGS
383
Concourse Financial Group Securities
Alabama
$14K 162 +13 +9%
BCM
384
Blume Capital Management
California
$13.8K 159 – –
SC
385
SouthState Corp
Florida
$12.5K 144 +144 New
Bessemer Group
386
Bessemer Group
New Jersey
$11K 130 +47 +57%
KI
387
Kapitalo Investimentos
Brazil
$11K 127 -174 -58%
CCP
388
Carmel Capital Partners
California
$9.87K 114 +89 +356%
PA
389
Parallel Advisors
California
$9.78K 113 +5 +5%
PCTC
390
Perkins Coie Trust Company
Washington
$9.43K 109 +109 New
LFG
391
Larson Financial Group
Missouri
$9.18K 106 – –
Mitsubishi UFJ Asset Management
392
Mitsubishi UFJ Asset Management
Japan
$9K 104 +104 New
HIA
393
Harbor Investment Advisory
Maryland
$8.66K 100 -100 -50%
7CM
394
7G Capital Management
New York
$8.66K 100 – –
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$8K 94 -3,371 -97%
OP
396
ORG Partners
Indiana
$7.53K 87 -13 -13%
WWM
397
Wolff Wiese Magana
California
$7.36K 85 – –
PPC
398
Park Place Capital
Alabama
$7.01K 81 -48 -37%
WT
399
Whittier Trust
California
$6.49K 75 +75 New
VCM
400
Versant Capital Management
Arizona
$4.67K 54 – –
14 15
16
17 18