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Interactive Brokers
IBKR

Overview Fund Activity

247 hedge funds and large institutions have $3.24B invested in Interactive Brokers in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 25 closing their positions.

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
38
Increased
82
Reduced
79
Closed
25
Calls
$20.9M
Puts
$29.1M
Net Calls
-$8.18M
Net Calls Change
-$2.11M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$266M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$20.4M
3
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$75.7M
4
AC
4
Anavon Capital
United Kingdom
$11.7M
5
SA
5
Sycale Advisors
New York
$11.5M

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$24.6M
2
NAMA
2
Nikko Asset Management Americas
New York
$24.6M
3
BTP
3
Bloom Tree Partners
New York
$20.7M
4
MGM
4
Miura Global Management
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSA
101
Mason Street Advisors
Wisconsin
$1.9M 40,822 +574 +1%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.89M 40,573 -137 -0.3%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$1.88M 40,210 – –
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$1.83M 39,170 -4,122 -10%
AI
105
Atria Investments
North Carolina
$1.77M 37,963 +7,391 +24%
BBHC
106
Brown Brothers Harriman & Co
New York
$1.72M 36,903 – –
Citigroup
107
Citigroup
New York
$1.72M 36,820 +25,555 +227%
Canada Life
108
Canada Life
Manitoba, Canada
$1.71M 36,884 +36,884 New
Daiwa Securities Group
109
Daiwa Securities Group
Japan
$1.65M 35,420 +35,420 New
CP
110
Cumberland Partners
Ontario, Canada
$1.65M 35,300 +4,300 +14%
BIM
111
Bridges Investment Management
Nebraska
$1.59M 34,000 -2,000 -6%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$1.54M 32,987 -5,851 -15%
GCIA
113
Gabelli & Co Investment Advisers
New York
$1.49M 32,000 – –
FWM
114
Frontier Wealth Management
Missouri
$1.48M 31,737 -9,032 -22%
POIA
115
Pin Oak Investment Advisors
Texas
$1.4M 30,005 -700 -2%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.35M 29,034 -2,001 -6%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$1.27M 27,157 +353 +1%
UBS Group
118
UBS Group
Switzerland
$1.26M 26,945 +20,010 +289%
SEI Investments
119
SEI Investments
Pennsylvania
$1.24M 26,628 -200 -0.7%
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$1.2M 25,778 -1,953 -7%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.18M 25,263 +4,627 +22%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$1.08M 23,221 – –
Federated Hermes
123
Federated Hermes
Pennsylvania
$1.08M 23,185 +4,702 +25%
SOMRS
124
State of Michigan Retirement System
Michigan
$1.05M 22,600 +300 +1%
M&T Bank
125
M&T Bank
New York
$1.05M 22,524 -588 -3%
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5
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