We are live on ! Find out more
IBKR icon

Interactive Brokers

151 hedge funds and large institutions have $1.3B invested in Interactive Brokers in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

19% more capital invested

Capital invested by funds: $1.1B → $1.3B (+$207M)

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 150151 (+1)

59% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $20M

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
25
Increased
54
Reduced
47
Closed
23
Calls
$8.26M
Puts
$20M
Net Calls
-$11.7M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
MSF Capital
New York
$8.96M -$1.78M -265,996 -18%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$8.94M +$669K +99,972 +9%
Charles Schwab
28
Charles Schwab
California
$8.66M -$7.63M -1,141,456 -49%
Renaissance Technologies
29
Renaissance Technologies
New York
$8.45M +$407K +60,800 +6%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$8.22M +$6.53M +975,740 +641%
Northern Trust
31
Northern Trust
Illinois
$7.72M -$10.7K -1,604 -0.2%
Goldman Sachs
32
Goldman Sachs
New York
$7.71M -$1.03M -153,892 -13%
Ameriprise
33
Ameriprise
Minnesota
$7.58M -$8.11M -1,212,428 -54%
GWM
34
Greenwich Wealth Management
Connecticut
$7.17M -$1.61M -241,000 -20%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$6.8M +$629K +94,000 +12%
PPA
36
Parametric Portfolio Associates
Washington
$6.62M -$1.42M -212,052 -19%
MAA
37
Managed Account Advisors
New Jersey
$6.16M +$382K +57,080 +7%
Deutsche Bank
38
Deutsche Bank
Germany
$6.06M +$2.15M +321,024 +63%
LOAMU
39
Lombard Odier Asset Management (USA)
New York
$5.83M +$5.35M +800,000 New
BIM
40
Bogle Investment Management
Massachusetts
$5.2M -$2.72M -406,520 -36%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$4.99M +$107K +16,000 +2%
CANY
42
Caxton Associates (New York)
New York
$4.74M
GH
43
GAM Holding
Switzerland
$4.67M -$265K -39,600 -6%
GF
44
Gabelli Funds
New York
$4.32M
BCM
45
Bridgeway Capital Management
Texas
$4.14M
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$4.06M -$3.65M -545,248 -49%
TCIM
47
TIAA CREF Investment Management
New York
$3.98M -$78.9K -11,804 -2%
CCM
48
Cupps Capital Management
Illinois
$3.96M +$3.64M +543,600 New
JP Morgan Chase
49
JP Morgan Chase
New York
$3.75M +$321K +47,964 +10%
Prudential Financial
50
Prudential Financial
New Jersey
$3.7M +$93.6K +14,000 +3%