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Interactive Brokers
IBKR

Overview Fund Activity

249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
42
Increased
79
Reduced
87
Closed
58
Calls
$24.5M
Puts
$30.7M
Net Calls
-$6.22M
Net Calls Change
-$8.52M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$58.5M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41.5M
3
Select Equity Group
Select Equity Group
New York
+$40.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$37.2M
5
BTP
Bloom Tree Partners
New York
+$28.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$19.9M
3
NAMA
Nikko Asset Management Americas
New York
-$19.6M
4
AVC
Arlington Value Capital
Utah
-$19.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$21.7M -$794K -58,096 -4%
Goldman Sachs
27
Goldman Sachs
New York
$19.3M -$789K -57,776 -4%
Norges Bank
28
Norges Bank
Norway
$18.8M +$3.06M +224,000 +19%
OCP
29
Oakcliff Capital Partners
New York
$18.8M +$3.17M +232,000 +20%
Principal Financial Group
30
Principal Financial Group
Iowa
$18.1M -$490K -35,864 -3%
UIM
31
Underhill Investment Management
California
$17.2M -$727K -53,200 -4%
MGM
32
Miura Global Management
New York
$16.4M – – –
Charles Schwab
33
Charles Schwab
California
$16M -$156K -11,404 -1%
WMSA
34
Weiss Multi-Strategy Advisers
New York
$13.1M +$13.1M +961,924 New
WCM
35
Woodson Capital Management
Connecticut
$12.8M +$2.54M +186,000 +25%
ABI
36
Abrams Bison Investments
Maryland
$12.6M – – –
Nordea Investment Management
37
Nordea Investment Management
Sweden
$12M +$474K +34,680 +4%
Millennium Management
38
Millennium Management
New York
$11.6M -$11.3M -830,200 -49%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$11M +$799K +58,500 +8%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$10.8M +$2.86M +209,696 +36%
Ameriprise
41
Ameriprise
Minnesota
$10.6M -$489K -35,804 -4%
TCIM
42
TIAA CREF Investment Management
New York
$9.92M -$3.83M -280,064 -28%
GF
43
Gabelli Funds
New York
$9.86M -$273K -20,000 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$9.3M +$76.5K +5,600 +0.8%
FSCM
45
First Sabrepoint Capital Management
Texas
$8.74M +$8.74M +640,000 New
BFM
46
Boston Financial Management
Massachusetts
$8.48M +$608K +44,488 +8%
AIG
47
American International Group
New York
$8.39M +$26.8K +1,964 +0.3%
CCM
48
Crestwood Capital Management
New York
$8.27M – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.91M +$117K +8,556 +2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.89M +$432K +31,600 +7%
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