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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 %
YIH
451
Y-Intercept (HK)
Hong Kong
– – -8,422 Closed
CC
452
Cipher Capital
New York
– – -7,721 Closed
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
– – -5,478 Closed
FHB
454
First Hawaiian Bank
Hawaii
– – -4,531 Closed
HSA
455
HBK Sorce Advisory
Pennsylvania
– – -4,288 Closed
I
456
InceptionR
California
– – -4,276 Closed
GCMG
457
Gyroscope Capital Management Group
Florida
– – -3,600 Closed
CAMG
458
CWA Asset Management Group
Florida
– – -3,600 Closed
BAM
459
Blueshift Asset Management
New Jersey
– – -3,552 Closed
PFO
460
Pathstone Family Office
New Jersey
– – -3,065 Closed
DCM
461
Dupont Capital Management
Delaware
– – -2,038 Closed
CMF
462
Counterpoint Mutual Funds
California
– – -2,019 Closed
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
– – -395 Closed
PWS
464
Paragon Wealth Strategies
Florida
– – -278 Closed
First Manhattan
465
First Manhattan
New York
– – -207 Closed
CS
466
Comerica Securities
Michigan
– – -173 Closed
NA
467
NewEdge Advisors
Louisiana
– – -149 Closed
Bessemer Group
468
Bessemer Group
New Jersey
– – -98 Closed
BHWM
469
Beaird Harris Wealth Management
Texas
– – -37 Closed
AWM
470
Accurate Wealth Management
Florida
– – -30 Closed
RBC
471
Romano Brothers & Co
Illinois
– – -17 Closed
TCWA
472
Ten Capital Wealth Advisors
Washington
– – -12 Closed
HNB
473
Huntington National Bank
Ohio
– – -6 Closed
SWA
474
Sutton Wealth Advisors
Florida
– – -6 Closed
Nomura Asset Management
475
Nomura Asset Management
Japan
– – – –
16 17 18
19
20