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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 %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$32.6M 291,674 -11,068 -4%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$30.6M 274,067 -2,113 -0.8%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$29.7M 265,511 +131,481 +98%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$29.6M 265,160 +2,243 +0.9%
Legal & General Group
55
Legal & General Group
United Kingdom
$29.5M 263,869 +10,364 +4%
Federated Hermes
56
Federated Hermes
Pennsylvania
$29.1M 260,285 +1,530 +0.6%
SFM
57
Soros Fund Management
New York
$26.5M 237,454 -17,259 -7%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$25.4M 227,352 -177,279 -44%
CM
59
Cercano Management
Washington
$24.4M 218,587 -133,171 -38%
Goldman Sachs
60
Goldman Sachs
New York
$24.4M 218,181 -733,030 -77%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$23.4M 209,783 +2,783 +1%
IFLIT
62
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$23.4M 209,747 +2,747 +1%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$22.7M 202,845 +585 +0.3%
Swiss National Bank
64
Swiss National Bank
Switzerland
$22.4M 200,600 +300 +0.1%
HP
65
Hosking Partners
United Kingdom
$20.9M 187,326 +24,118 +15%
WCM
66
Woodson Capital Management
Connecticut
$20M 179,000 -14,000 -7%
Stifel Financial
67
Stifel Financial
Missouri
$19.7M 176,484 -14,778 -8%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$19.4M 173,235 -23,329 -12%
UBS AM
69
UBS AM
Illinois
$18.4M 165,002 -3,262 -2%
SI
70
Scout Investments
Missouri
$18.3M 163,636 +163,636 New
DIA
71
Dana Investment Advisors
Wisconsin
$17.6M 157,568 +1,858 +1%
BCM
72
Brooktree Capital Management
Michigan
$17M 151,875 -6,198 -4%
Ameriprise
73
Ameriprise
Minnesota
$16.7M 149,186 +13,940 +10%
AllianceBernstein
74
AllianceBernstein
Tennessee
$16.6M 148,236 -15,993 -10%
CS
75
Credit Suisse
Switzerland
$16.3M 145,835 -683 -0.5%
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