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Interactive Brokers
IBKR

Overview Fund Activity

292 hedge funds and large institutions have $3.96B invested in Interactive Brokers in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+24
Holders Change %
+8.96%
% of All Funds
6.69%
Holding in Top 10
10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-47.37%
% of All Funds
0.23%
New
59
Increased
109
Reduced
86
Closed
34
Calls
$22.5M
Puts
$48.9M
Net Calls
-$26.4M
Net Calls Change
-$2.91M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$261M
2
KM
Kylin Management
New York
$52.2M
3
NAM
NorthCoast Asset Management
Connecticut
$26M
4
Goldman Sachs
Goldman Sachs
New York
$33.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$18.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$251M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.3M
3
Morgan Stanley
Morgan Stanley
New York
$14.5M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.1M
5
AA
Ancient Art
Texas
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.1M -$37.9M -2,355,088 -54%
Wells Fargo
27
Wells Fargo
California
$27.1M +$7.92M +491,940 +41%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$27.1M -$13.6M -843,884 -33%
NAM
29
NorthCoast Asset Management
Connecticut
$26M +$26M +1,615,076 New
Prudential Financial
30
Prudential Financial
New Jersey
$25.6M +$14.4M +891,760 +128%
UIM
31
Underhill Investment Management
California
$21.3M +$142K +8,800 +0.7%
Principal Financial Group
32
Principal Financial Group
Iowa
$20.7M +$612K +38,020 +3%
Renaissance Technologies
33
Renaissance Technologies
New York
$20.6M -$6.32M -392,400 -23%
TCIM
34
TIAA CREF Investment Management
New York
$20.4M +$8.7M +540,448 +74%
MGM
35
Miura Global Management
New York
$19.3M -$29M -1,800,000 -60%
HCM
36
Hitchwood Capital Management
New York
$19.3M -$25.8M -1,600,000 -57%
Norges Bank
37
Norges Bank
Norway
$18.6M +$7.58M +470,908 +69%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$18.4M +$17.8M +1,102,924 +2,902%
Charles Schwab
39
Charles Schwab
California
$17.2M +$668K +41,480 +4%
N
40
Natixis
France
$15.3M +$14.2M +881,748 +1,330%
ABI
41
Abrams Bison Investments
Maryland
$14.8M – – –
OCP
42
Oakcliff Capital Partners
New York
$14.8M -$968K -60,108 -6%
BIM
43
Bogle Investment Management
Massachusetts
$14.5M +$515K +31,980 +4%
Morgan Stanley
44
Morgan Stanley
New York
$14.5M -$49.4M -3,066,652 -77%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$13.6M +$13.6M +844,308 New
Nordea Investment Management
46
Nordea Investment Management
Sweden
$13.5M -$9.33M -579,680 -41%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$13.2M +$4.95M +307,200 +60%
Ameriprise
48
Ameriprise
Minnesota
$13M +$322K +20,004 +3%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$12.5M +$39.6K +2,460 +0.3%
CPC
50
Cookson Peirce & Co
Pennsylvania
$12.3M +$10M +623,680 +446%
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