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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$85.5M 764,968 +27,434 +4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$83M 742,895 -1,032,574 -58%
Northern Trust
28
Northern Trust
Illinois
$76.1M 681,618 -83,629 -11%
Empower Advisory Group
29
Empower Advisory Group
Colorado
$75.9M 679,253 +152,446 +29%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$68.1M 609,981 -65,021 -10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$67.4M 603,480 +92,398 +18%
CI
32
Cooper Investors
Australia
$66.7M 597,481 +6,955 +1%
Principal Financial Group
33
Principal Financial Group
Iowa
$62.5M 559,901 +78,852 +16%
AA
34
Ancient Art
Texas
$61.5M 550,174 – –
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$59.4M 531,288 -198,855 -27%
AM
36
AGF Management
Ontario, Canada
$59M 527,855 +430,050 +440%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$53.9M 482,350 +93,146 +24%
Invesco
38
Invesco
Georgia
$53.8M 481,276 -77,772 -14%
JCM
39
Junto Capital Management
New York
$53.3M 477,044 +477,044 New
Pictet Asset Management
40
Pictet Asset Management
Switzerland
$52.5M 470,353 -117,274 -20%
TCM
41
TimesSquare Capital Management
New York
$47.3M 423,815 -384,991 -48%
RJA
42
Raymond James & Associates
Florida
$46.3M 414,548 +24,365 +6%
Renaissance Technologies
43
Renaissance Technologies
New York
$44.5M 398,500 +247,800 +164%
Citigroup
44
Citigroup
New York
$42M 375,882 +325,916 +652%
PCH
45
Polar Capital Holdings
United Kingdom
$39.6M 354,480 +117,196 +49%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$39M 349,162 +63,324 +22%
HWCM
47
Hudson Way Capital Management
Texas
$37M 331,017 +109,669 +50%
RC
48
RV Capital
Switzerland
$34.6M 309,947 – –
OCP
49
Oakcliff Capital Partners
New York
$33.8M 302,647 -37,000 -11%
AP
50
Antipodes Partners
Australia
$33.3M 298,322 -58,667 -16%
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