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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$60.6M 733,673 +4,428 +0.6%
Victory Capital Management
27
Victory Capital Management
Texas
$58.4M 706,922 -274,943 -28%
AP
28
Antipodes Partners
Australia
$54.8M 663,725 +92,897 +16%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$51.2M 619,881 -355,625 -36%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$50.2M 607,590 +448,567 +282%
AA
31
Ancient Art
Texas
$47.8M 578,378 -431,971 -43%
Principal Financial Group
32
Principal Financial Group
Iowa
$47.7M 577,267 +79,715 +16%
CI
33
Cooper Investors
Australia
$44.6M 539,779 +539,779 New
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$41.5M 502,878 +41,903 +9%
Empower Advisory Group
35
Empower Advisory Group
Colorado
$41.5M 503,501 +503,501 New
RJA
36
Raymond James & Associates
Florida
$39.5M 478,129 +33,204 +7%
Citadel Advisors
37
Citadel Advisors
Florida
$39.2M 474,591 +474,591 New
Morgan Stanley
38
Morgan Stanley
New York
$38.2M 462,654 +74,968 +19%
PWAM
39
Park West Asset Management
California
$38.1M 461,581 -114,500 -20%
JCM
40
Junto Capital Management
New York
$36M 436,281 -398,228 -48%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$35.2M 426,085 +234,766 +123%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$31.1M 376,584 +19,752 +6%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$30.5M 369,417 +95,801 +35%
OCP
44
Oakcliff Capital Partners
New York
$28M 339,647 – –
ONPI
45
Owls Nest Partners IA
Pennsylvania
$28M 338,778 -35,890 -10%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$27.4M 331,635 +97,106 +41%
Goldman Sachs
47
Goldman Sachs
New York
$26.5M 321,428 -15,997 -5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$24.7M 299,213 -25,427 -8%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$23.9M 290,052 -3,420 -1%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$23.4M 283,547 -16,990 -6%
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