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Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 33 closing their positions.

Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
5.39%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
40
Increased
84
Reduced
59
Closed
33
Calls
$9.61M
Puts
$21.4M
Net Calls
-$11.8M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$230M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$40.7M
3
O
3
OppenheimerFunds
New York
$30.9M
4
BCM
4
Bares Capital Management
Texas
$139M
5
OCP
5
Oakcliff Capital Partners
New York
$16.8M

Top Sellers

1
KM
1
Kylin Management
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$18.2M
3
PC
3
Passport Capital
California
$16.2M
4
American Century Companies
4
American Century Companies
Missouri
$82.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$16.3M 469,166 +9,998 +2%
PC
27
Passport Capital
California
$16.2M 466,503 -530,845 -53%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$15.4M 443,030 +443,030 New
CCM
29
Crestwood Capital Management
New York
$14.7M 423,620 +11,670 +3%
Wells Fargo
30
Wells Fargo
California
$13.5M 387,990 +103,560 +36%
Ameriprise
31
Ameriprise
Minnesota
$12.8M 369,223 +27,017 +8%
Goldman Sachs
32
Goldman Sachs
New York
$12.8M 368,523 -46,849 -11%
QOP
33
Quinn Opportunity Partners
Virginia
$12M 345,856 +15,965 +5%
GWM
34
Greenwich Wealth Management
Connecticut
$11.2M 323,464 -8,276 -2%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$10.4M 299,888 -479,794 -62%
UIM
36
Underhill Investment Management
California
$10.3M 295,500 +99,800 +51%
GF
37
Gabelli Funds
New York
$10M 289,000 +60,000 +26%
TCM
38
Tensile Capital Management
California
$9.55M 275,000 +275,000 New
Norges Bank
39
Norges Bank
Norway
$8.41M 242,256 -299,294 -55%
WCM
40
Woodson Capital Management
Connecticut
$7.71M 222,000 +67,000 +43%
Deutsche Bank
41
Deutsche Bank
Germany
$7.57M 217,989 +102,034 +88%
TCIM
42
TIAA CREF Investment Management
New York
$7.14M 205,631 -16,214 -7%
Renaissance Technologies
43
Renaissance Technologies
New York
$6.94M 199,900 +199,900 New
Russell Investments Group
44
Russell Investments Group
United Kingdom
$6.87M 197,710 +49,231 +33%
First Trust Advisors
45
First Trust Advisors
Illinois
$6.33M 182,167 +130,686 +254%
Charles Schwab
46
Charles Schwab
California
$6.23M 179,299 +15,242 +9%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$6.1M 175,602 -65,756 -27%
Bank of America
48
Bank of America
North Carolina
$5.61M 161,448 -117,057 -42%
LOAMU
49
Lombard Odier Asset Management (USA)
New York
$4.89M 140,757 -35,000 -20%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$4.48M 128,913 -5,900 -4%
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