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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$2M -$5.13M -375,344 -72%
BIM
102
Bridges Investment Management
Nebraska
$1.97M +$1.97M +144,000 New
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.96M -$1.28M -93,516 -39%
First Trust Advisors
104
First Trust Advisors
Illinois
$1.93M -$10.5M -767,448 -84%
Stifel Financial
105
Stifel Financial
Missouri
$1.92M +$337K +24,760 +21%
BBHC
106
Brown Brothers Harriman & Co
New York
$1.82M +$234K +17,128 +15%
Barclays
107
Barclays
United Kingdom
$1.79M -$3.45M -252,384 -66%
ERSOT
108
Employees Retirement System of Texas
Texas
$1.75M – – –
GCIA
109
Gabelli & Co Investment Advisers
New York
$1.75M +$1.75M +128,000 New
Neuberger Berman Group
110
Neuberger Berman Group
New York
$1.73M -$42.7K -3,128 -2%
POIA
111
Pin Oak Investment Advisors
Texas
$1.71M -$5.46K -400 -0.3%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$1.66M +$1.11M +81,452 +203%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$1.64M -$17.5M -1,283,140 -91%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.64M +$25.6K +1,876 +2%
AssetMark Inc
115
AssetMark Inc
California
$1.64M +$1.64M +119,980 New
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$1.63M +$45.2K +3,312 +3%
KAS
117
Kemnay Advisory Services
New York
$1.56M +$102K +7,468 +7%
TAM
118
Tyers Asset Management
Texas
$1.55M +$275K +20,096 +22%
SOMRS
119
State of Michigan Retirement System
Michigan
$1.47M -$54.7K -4,000 -4%
AG
120
Aperio Group
California
$1.41M +$487K +35,684 +53%
Federated Hermes
121
Federated Hermes
Pennsylvania
$1.41M -$94.5K -6,920 -6%
Deutsche Bank
122
Deutsche Bank
Germany
$1.38M -$9.14M -670,520 -87%
IFLIT
123
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.37M +$1.37M +100,000 New
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$1.37M +$1.97K +144 +0.1%
OC
125
Oppenheimer & Co
New York
$1.35M +$1.35M +102,600 New
3 4
5
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