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Interactive Brokers

548 hedge funds and large institutions have $11.4B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

49% more call options, than puts

Call options by funds: $177M | Put options by funds: $119M

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 496548 (+52)

8% more capital invested

Capital invested by funds: $10.6B → $11.4B (+$872M)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

4.95% less ownership

Funds ownership: 353.62%348.66% (-5%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.91%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
101
Increased
197
Reduced
182
Closed
43
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$35.2M +$14.6M +487,792 +74%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$32.3M -$261K -8,736 -0.8%
N
53
Nuveen
North Carolina
$32.2M -$278K -9,324 -0.9%
Federated Hermes
54
Federated Hermes
Pennsylvania
$32.1M +$224K +7,508 +0.7%
HP
55
Hosking Partners
United Kingdom
$32.1M +$8.88M +297,564 +40%
PCH
56
Polar Capital Holdings
United Kingdom
$31M -$12.1M -405,108 -29%
AP
57
Antipodes Partners
Australia
$30.1M -$6.32M -211,740 -18%
SFM
58
Soros Fund Management
New York
$29.7M +$608K +20,388 +2%
CM
59
Cercano Management
Washington
$27M +$160K +5,352 +0.6%
UBS Group
60
UBS Group
Switzerland
$26.5M +$17.8M +595,404 +220%
Goldman Sachs
61
Goldman Sachs
New York
$26.4M -$345K -11,564 -1%
Citadel Advisors
62
Citadel Advisors
Florida
$26.3M +$11.8M +395,632 +86%
IFLIT
63
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$25.7M
HSBC Holdings
64
HSBC Holdings
United Kingdom
$25.7M +$22.3K +748 +0.1%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$25.1M +$203K +6,816 +0.8%
Swiss National Bank
66
Swiss National Bank
Switzerland
$24.5M -$47.7K -1,600 -0.2%
Victory Capital Management
67
Victory Capital Management
Texas
$21.3M +$4.45M +149,152 +27%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$20.6M -$654K -21,912 -3%
FI
69
Firetrail Investments
Australia
$20.4M +$10.7M +360,060 +118%
Renaissance Technologies
70
Renaissance Technologies
New York
$19.8M -$28.3M -947,600 -59%
Stifel Financial
71
Stifel Financial
Missouri
$19.6M -$2.02M -67,812 -10%
Ameriprise
72
Ameriprise
Minnesota
$19.5M +$1.21M +40,472 +7%
SI
73
Scout Investments
Missouri
$18.5M -$1.49M -49,960 -8%
LM
74
Lansing Management
New York
$18.3M +$8.51M +285,260 +92%
CI
75
Cooper Investors
Australia
$18.2M -$53.6M -1,797,620 -75%