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Interactive Brokers
IBKR

Overview Fund Activity

434 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 151 increasing their positions, 149 reducing their positions, and 52 closing their positions.

Holders
434
Holders Change
+11
Holders Change %
+2.6%
% of All Funds
6.92%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
67
Increased
151
Reduced
149
Closed
52
Calls
$79.9M
Puts
$40.2M
Net Calls
+$39.7M
Net Calls Change
+$53M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
Fidelity International
2
Fidelity International
Bermuda
$141M
3
CI
3
Cooper Investors
Australia
$48.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$68M
5
Millennium Management
5
Millennium Management
New York
$36.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$552M
2
Select Equity Group
2
Select Equity Group
New York
$151M
3
BA
3
Bridgewater Associates
Connecticut
$3.29M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$14.7M 169,529 +42,794 +34%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$14.6M 169,177 +3,418 +2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$14.6M 168,686 -75,104 -31%
Renaissance Technologies
79
Renaissance Technologies
New York
$14.5M 167,100 -81,600 -33%
GC
80
Gillson Capital
Illinois
$14.4M 166,326 +73,374 +79%
DIA
81
Dana Investment Advisors
Wisconsin
$14.3M 165,487 +3,669 +2%
PWAM
82
Park West Asset Management
California
$13.7M 158,104 -16,896 -10%
AIG
83
American International Group
New York
$13M 150,663 -4,654 -3%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$13M 150,146 -2,682 -2%
American Century Companies
85
American Century Companies
Missouri
$12.8M 147,335 -13,569 -8%
CS
86
Credit Suisse
Switzerland
$12.6M 145,075 -5,352 -4%
Ameriprise
87
Ameriprise
Minnesota
$12.3M 142,650 -505 -0.4%
HA
88
Heartland Advisors
Wisconsin
$11.9M 136,976 -37,250 -21%
GF
89
Gabelli Funds
New York
$11.7M 135,370 -12,200 -8%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$11.6M 133,567 +841 +0.6%
SEI Investments
91
SEI Investments
Pennsylvania
$10.9M 126,357 -6,494 -5%
Amundi
92
Amundi
France
$10.8M 127,463 +27,598 +28%
WMSA
93
Weiss Multi-Strategy Advisers
New York
$10.2M 117,445 +99,227 +545%
PCM
94
Prana Capital Management
Connecticut
$10M 115,891 -272,460 -70%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$9.83M 113,592 -10,532 -8%
Truist Financial
96
Truist Financial
North Carolina
$8.88M 102,551 -2,191 -2%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$8.77M 101,292 -397 -0.4%
AM
98
AGF Management
Ontario, Canada
$8.66M 100,000 +100,000 New
KBC Group
99
KBC Group
Belgium
$8.27M 95,526 +32,236 +51%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$8.22M 94,957 +520 +0.6%
2 3
4
5 6