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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 %
DI
426
Disciplined Investments
Oklahoma
$330 4 -1 -20%
FFA
427
Farther Finance Advisors
California
$248 3 – –
GWS
428
Glassman Wealth Services
Virginia
$165 2 – –
TWA
429
TCI Wealth Advisors
Arizona
$83 1 – –
HWM
430
HighMark Wealth Management
Minnesota
– – – –
MBI
431
Montrusco Bolton Investments
Quebec, Canada
– – -1,082,564 Closed
OCAM
432
Owl Creek Asset Management
New York
– – -187,764 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
433
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -98,108 Closed
Squarepoint
434
Squarepoint
New York
– – -45,055 Closed
BSG
435
Black Swift Group
Colorado
– – -35,000 Closed
DA
436
Duality Advisers
Florida
– – -27,298 Closed
DTL
437
Dynamic Technology Lab
Singapore
– – -18,559 Closed
FCM
438
FJ Capital Management
Virginia
– – -18,528 Closed
ECM
439
ExodusPoint Capital Management
New York
– – -15,767 Closed
CWM
440
Cordatus Wealth Management
Pennsylvania
– – -15,590 Closed
Wolverine Trading
441
Wolverine Trading
Illinois
– – -14,198 Closed
CM
442
Capula Management
Cayman Islands
– – -12,940 Closed
IP
443
Interval Partners
New York
– – -12,494 Closed
Walleye Capital
444
Walleye Capital
New York
– – -12,063 Closed
FC
445
FORA Capital
Florida
– – -11,416 Closed
FF
446
Friedenthal Financial
New Jersey
– – -10,512 Closed
USAA
447
United Services Automobile Association
Texas
– – -10,093 Closed
VI
448
Versor Investments
New York
– – -9,715 Closed
CG
449
Cutler Group
California
– – -9,497 Closed
Lazard Asset Management
450
Lazard Asset Management
New York
$0 4 -8,514 -100%
16 17
18
19 20