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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
451
CI Investments Inc
Ontario, Canada
$93K 756 +84 +13%
QC
452
Quent Capital
New York
$88.4K 721 +1 +0.1%
WTC
453
WhitTier Trust Company
Nevada
$86.3K 704 +378 +116%
Toronto Dominion Bank
454
Toronto Dominion Bank
Ontario, Canada
$84.1K 686 -73 -10%
IA
455
IFP Advisors
Florida
$83.3K 679 +595 +708%
LC
456
Lindbrook Capital
California
$76.1K 621 +30 +5%
GWP
457
Gen-Wealth Partners
Michigan
$72.3K 590 +590 New
PTC
458
Private Trust Company
Ohio
$64.6K 527 +277 +111%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$64.5K 522 +20 +4%
PS
460
Principal Securities
Iowa
$63.5K 518 +49 +10%
BEI
461
Benjamin Edwards Inc
Missouri
$61K 499 +46 +10%
ACM
462
Accent Capital Management
Ohio
$58.8K 480 +480 New
Asset Management One
463
Asset Management One
Japan
$51.6K 421 -90 -18%
AWM
464
Activest Wealth Management
Florida
$48.2K 393 +393 New
WBC
465
Westpac Banking Corp
Australia
$46.6K 380 – –
PFP
466
Pinnacle Financial Partners
Tennessee
$41.3K 370 – –
BFEC
467
Benjamin F. Edwards & Company
Missouri
$38K 309 -47 -13%
MHR
468
Matthew Hamilton Rosenberg
$35.5K 280 – –
UFF
469
USA Financial Formulas
Michigan
$33.8K 276 +276 New
RA
470
Rise Advisors
New York
$32.5K 265 +1 +0.4%
FFA
471
Fairfield Financial Advisors
Massachusetts
$31.9K 260 +260 New
AAP
472
Arax Advisory Partners
Colorado
$31.9K 260 +6 +2%
TIM
473
Tortoise Investment Management
New York
$31.4K 256 +111 +77%
ATC
474
Adirondack Trust Company
New York
$30.7K 250 – –
DIP
475
DT Investment Partners
Pennsylvania
$29.8K 243 -37 -13%
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19
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