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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
401
Chiron Investment Management
New York
$86.8K 777 +335 +76%
Toronto Dominion Bank
402
Toronto Dominion Bank
Ontario, Canada
$84.8K 759 -6 -0.8%
QC
403
Quent Capital
New York
$80.5K 720 – –
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$75K 672 +108 +19%
Bessemer Group
405
Bessemer Group
New Jersey
$70K 632 +503 +390%
AWM
406
Avior Wealth Management
Nebraska
$66.6K 596 +596 New
LC
407
Lindbrook Capital
California
$66K 591 +6 +1%
HFM
408
Harvest Fund Management
China
$65K 580 +580 New
Asset Management One
409
Asset Management One
Japan
$57.1K 511 -233 -31%
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$56.2K 502 +502 New
GI
411
GAMMA Investing
California
$54K 483 +329 +214%
PS
412
Principal Securities
Iowa
$52.4K 469 -9 -2%
BEI
413
Benjamin Edwards Inc
Missouri
$51K 453 +11 +2%
RS
414
Rakuten Securities
Japan
$45K 403 -4 -1%
WBC
415
Westpac Banking Corp
Australia
$42.5K 380 – –
PFP
416
Pinnacle Financial Partners
Tennessee
$41.3K 370 – –
NRG
417
Nemes Rush Group
Michigan
$41.1K 368 +368 New
BFEC
418
Benjamin F. Edwards & Company
Missouri
$40K 356 -47 -12%
GXJ
419
Global X Japan
Japan
$36.8K 329 -54 -14%
WTC
420
WhitTier Trust Company
Nevada
$36.4K 326 – –
SWM
421
Spire Wealth Management
Virginia
$33.2K 297 – –
MHR
422
Matthew Hamilton Rosenberg
$31.4K 280 – –
DIP
423
DT Investment Partners
Pennsylvania
$31.3K 280 – –
CG
424
Cutler Group
California
$31K 281 -1,389 -83%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$29.8K 267 +118 +79%
15 16
17
18 19