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Interactive Brokers

496 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, 162 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

35% more capital invested

Capital invested by funds: $7.81B → $10.6B (+$2.77B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

9% more funds holding

Funds holding: 456496 (+40)

1.65% more ownership

Funds ownership: 351.96%353.62% (+1.7%)

3% less call options, than puts

Call options by funds: $116M | Put options by funds: $119M

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
7.14%
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
162
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
26
BAMCO Inc
New York
$85.5M +$2.73M +109,736 +4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$83M -$103M -4,130,296 -58%
Northern Trust
28
Northern Trust
Illinois
$76.1M -$8.33M -334,516 -11%
Empower Advisory Group
29
Empower Advisory Group
Colorado
$75.9M +$15.2M +609,784 +29%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$68.1M -$6.48M -260,084 -10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$67.4M +$9.2M +369,592 +18%
CI
32
Cooper Investors
Australia
$66.7M +$693K +27,820 +1%
Principal Financial Group
33
Principal Financial Group
Iowa
$62.5M +$7.85M +315,408 +16%
AA
34
Ancient Art
Texas
$61.5M
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$59.4M -$19.8M -795,420 -27%
AM
36
AGF Management
Ontario, Canada
$59M +$42.8M +1,720,200 +440%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$53.9M +$9.28M +372,584 +24%
Invesco
38
Invesco
Georgia
$53.8M -$7.75M -311,088 -14%
JCM
39
Junto Capital Management
New York
$53.3M +$47.5M +1,908,176 New
Pictet Asset Management
40
Pictet Asset Management
Switzerland
$52.5M -$11.7M -469,096 -20%
TCM
41
TimesSquare Capital Management
New York
$47.3M -$38.3M -1,539,964 -48%
RJA
42
Raymond James & Associates
Florida
$46.3M +$2.43M +97,460 +6%
Renaissance Technologies
43
Renaissance Technologies
New York
$44.5M +$24.7M +991,200 +164%
Citigroup
44
Citigroup
New York
$42M +$32.5M +1,303,664 +652%
PCH
45
Polar Capital Holdings
United Kingdom
$39.6M +$11.7M +468,784 +49%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$39M +$6.31M +253,296 +22%
HWCM
47
Hudson Way Capital Management
Texas
$37M +$10.9M +438,676 +50%
RC
48
RV Capital
Switzerland
$34.6M
OCP
49
Oakcliff Capital Partners
New York
$33.8M -$3.69M -148,000 -11%
AP
50
Antipodes Partners
Australia
$33.3M -$5.84M -234,668 -16%