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Interactive Brokers
IBKR

Overview Fund Activity

454 hedge funds and large institutions have $7.79B invested in Interactive Brokers in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 55 closing their positions.

Holders
454
Holders Change
+20
Holders Change %
+4.61%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.21%
New
79
Increased
154
Reduced
159
Closed
55
Calls
$78.6M
Puts
$87.7M
Net Calls
-$9.06M
Net Calls Change
-$48.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$115M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$262M
4
Goldman Sachs
4
Goldman Sachs
New York
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20.1M
2
Bank of America
2
Bank of America
North Carolina
$57.5M
3
SC
3
Samlyn Capital
New York
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Fidelity International
5
Fidelity International
Bermuda
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
MF
476
Magnetar Financial
Illinois
– – -7,535 Closed
VF
477
Virtu Financial
New York
– – -6,140 Closed
I
478
InceptionR
California
– – -5,809 Closed
IAN
479
Integrated Advisors Network
Texas
– – -5,448 Closed
HIS
480
Harvest Investment Services
Illinois
– – -4,979 Closed
YMRC
481
Yorktown Management & Research Company
Virginia
– – -4,800 Closed
WG
482
Winton Group
United Kingdom
– – -4,109 Closed
AQR Capital Management
483
AQR Capital Management
Connecticut
– – -3,495 Closed
OC
484
Oppenheimer & Co
New York
– – -3,479 Closed
PRWA
485
Platte River Wealth Advisors
Colorado
– – -3,380 Closed
Cambridge Investment Research Advisors
486
Cambridge Investment Research Advisors
Iowa
– – -2,967 Closed
LFP
487
Leeward Financial Partners
Washington
– – -2,834 Closed
OSAM
488
O'Shaughnessy Asset Management
Connecticut
– – -2,825 Closed
DI
489
DFPG Investments
Utah
– – -2,702 Closed
JFG
490
Jefferies Financial Group
New York
– – -2,579 Closed
IFU
491
iSAM Funds (UK)
United Kingdom
– – -2,459 Closed
UFF
492
USA Financial Formulas
Michigan
– – -2,184 Closed
ACA
493
Atlas Capital Advisors
Wyoming
– – -379 Closed
SCA
494
Stonebridge Capital Advisors
Minnesota
– – -173 Closed
SC
495
SouthState Corp
Florida
– – -144 Closed
CCP
496
Carmel Capital Partners
California
– – -114 Closed
PCTC
497
Perkins Coie Trust Company
Washington
– – -109 Closed
7CM
498
7G Capital Management
New York
– – -100 Closed
Loomis, Sayles & Company
499
Loomis, Sayles & Company
Massachusetts
– – -94 Closed
WT
500
Whittier Trust
California
– – -75 Closed
17 18 19
20
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