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Interactive Brokers
IBKR

Overview Fund Activity

249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
42
Increased
79
Reduced
87
Closed
58
Calls
$24.5M
Puts
$30.7M
Net Calls
-$6.22M
Net Calls Change
-$8.52M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$58.5M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41.5M
3
Select Equity Group
Select Equity Group
New York
+$40.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$37.2M
5
BTP
Bloom Tree Partners
New York
+$28.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$19.9M
3
NAMA
Nikko Asset Management Americas
New York
-$19.6M
4
AVC
Arlington Value Capital
Utah
-$19.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
51
Capital Fund Management (CFM)
France
$6.86M -$109K -8,000 -2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$6.81M +$4.65M +340,572 +216%
American Century Companies
53
American Century Companies
Missouri
$6.71M +$6.71M +491,172 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$6.36M +$120K +8,788 +2%
LM
55
Lansing Management
New York
$6.14M +$6.14M +449,632 New
PPA
56
Parametric Portfolio Associates
Washington
$6.13M -$2.16M -158,276 -26%
MGI
57
MayTech Global Investments
New York
$5.7M -$6.07K -444 -0.1%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$5.68M -$13K -952 -0.2%
Allianz Asset Management
59
Allianz Asset Management
Germany
$5.58M -$321K -23,472 -5%
QOP
60
Quinn Opportunity Partners
Virginia
$5.51M +$465K +34,000 +9%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$5.32M +$17.5K +1,280 +0.3%
Prudential Financial
62
Prudential Financial
New Jersey
$5.3M -$8.49M -621,740 -62%
OAM
63
Oxford Asset Management
United Kingdom
$5.28M +$5.28M +386,164 New
CS
64
Credit Suisse
Switzerland
$5.03M -$2.08M -152,420 -29%
TA
65
Teachers Advisors
New York
$4.96M -$440K -32,212 -8%
GJIC
66
Gamble Jones Investment Counsel
California
$4.57M +$509K +37,236 +13%
SIC
67
Schwartz Investment Counsel
Michigan
$4.54M – – –
Legal & General Group
68
Legal & General Group
United Kingdom
$4.47M +$170K +12,428 +4%
Morgan Stanley
69
Morgan Stanley
New York
$4.34M -$25.9M -1,895,788 -86%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$4.05M – – –
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$4.01M +$62.7K +4,592 +2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$3.91M – – –
Citadel Advisors
73
Citadel Advisors
Florida
$3.71M -$2.42M -176,972 -39%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$3.65M -$3.43M -251,148 -48%
MOACM
75
Mutual of America Capital Management
New York
$3.58M +$45.3K +3,312 +1%
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