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Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
45
Increased
64
Reduced
66
Closed
21
Calls
$15M
Puts
$12.7M
Net Calls
+$2.24M
Net Calls Change
+$2.75M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$153M
2
HWCM
2
Hudson Way Capital Management
Texas
$16.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
KM
1
Kylin Management
New York
$27.4M
2
PC
2
Passport Capital
California
$36.4M
3
Charles Schwab
3
Charles Schwab
California
$5.99M
4
AVC
4
Arlington Value Capital
Utah
$68M
5
American Century Companies
5
American Century Companies
Missouri
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$17.6M 481,939 +44,153 +10%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$16.8M 459,168 -121,465 -21%
HWCM
28
Hudson Way Capital Management
Texas
$16.1M 440,485 +440,485 New
Goldman Sachs
29
Goldman Sachs
New York
$15.2M 415,372 -44,573 -10%
CCM
30
Crestwood Capital Management
New York
$15M 411,950 -26,900 -6%
Ameriprise
31
Ameriprise
Minnesota
$12.5M 342,206 +7,602 +2%
GWM
32
Greenwich Wealth Management
Connecticut
$12.1M 331,740 -2,282 -0.7%
QOP
33
Quinn Opportunity Partners
Virginia
$12M 329,891 +77,840 +31%
Wells Fargo
34
Wells Fargo
California
$10.4M 284,430 +232,101 +444%
Bank of America
35
Bank of America
North Carolina
$10.2M 278,505 -15,655 -5%
Morgan Stanley
36
Morgan Stanley
New York
$10.2M 278,176 +229,335 +470%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$8.81M 241,358 – –
GF
38
Gabelli Funds
New York
$8.36M 229,000 +20,000 +10%
TCIM
39
TIAA CREF Investment Management
New York
$8.1M 221,845 +5,498 +3%
BC
40
Brookfield Corp
Ontario, Canada
$7.3M 200,000 -43,000 -18%
UIM
41
Underhill Investment Management
California
$7.15M 195,700 +33,350 +21%
LOAMU
42
Lombard Odier Asset Management (USA)
New York
$6.42M 175,757 -98,933 -36%
Millennium Management
43
Millennium Management
New York
$6.14M 168,291 +168,291 New
Charles Schwab
44
Charles Schwab
California
$5.99M 164,057 -481,483 -75%
AC
45
Anavon Capital
United Kingdom
$5.67M 155,300 +155,300 New
WCM
46
Woodson Capital Management
Connecticut
$5.66M 155,000 +155,000 New
BG
47
BlackRock Group
United Kingdom
$5.39M 147,583 +49,156 +50%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$5.38M 148,479 +148,479 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$4.92M 134,813 -3,500 -3%
SCA
50
Secor Capital Advisors
New York
$4.57M 125,105 -15,108 -11%
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