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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 %
SP
526
Systematic Portfolios
New York
– – -2,701 Closed
MAM
527
Meeder Asset Management
Ohio
– – -2,535 Closed
O
528
Ossiam
France
– – -1,648 Closed
KI
529
Kapitalo Investimentos
Brazil
– – -480 Closed
HT
530
Headlands Technologies
Illinois
– – -386 Closed
CIM
531
Contravisory Investment Management
Massachusetts
– – -299 Closed
VL
532
Vima LLC
Michigan
– – -270 Closed
LA
533
LM Advisors
California
– – -160 Closed
VF
534
VitalStone Financial
Texas
– – -87 Closed
PPC
535
Park Place Capital
Alabama
– – -81 Closed
TVAMP
536
Tennessee Valley Asset Management Partners
Tennessee
– – -75 Closed
TCWA
537
Turtle Creek Wealth Advisors
Texas
– – -64 Closed
LTI
538
Laffer Tengler Investments
Tennessee
– – -29 Closed
HFS
539
Hantz Financial Services
Michigan
– – -26 Closed
GI
540
Gradient Investments
Minnesota
– – -25 Closed
Lazard Asset Management
541
Lazard Asset Management
New York
– – -5 Closed
FDCP
542
Foster Dykema Cabot & Partners
Massachusetts
– – -4 Closed
GWS
543
Glassman Wealth Services
Virginia
– – -2 Closed
Nomura Asset Management
544
Nomura Asset Management
Japan
– – – –
LPARFS
545
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– – – –
Capital Fund Management (CFM)
546
Capital Fund Management (CFM)
France
– – – –
HCP
547
Hexagon Capital Partners
Arkansas
– – – –
PI
548
PEAK6 Investments
Illinois
– – – –
EAM
549
Erste Asset Management
Austria
– – – –
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