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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 %
ACM
126
Alpha Capital Management
Texas
$1.29M +$37.8K +2,768 +3%
New York State Teachers Retirement System (NYSTRS)
127
New York State Teachers Retirement System (NYSTRS)
New York
$1.27M -$399K -29,200 -24%
Invesco
128
Invesco
Georgia
$1.23M -$3.68M -268,940 -75%
AIP
129
Ameritas Investment Partners
Nebraska
$1.22M – – –
VOYA Investment Management
130
VOYA Investment Management
Georgia
$1.21M +$4.1K +300 +0.3%
MERSOM
131
Municipal Employees' Retirement System of Michigan
Michigan
$1.2M +$1.2M +87,680 New
M&T Bank
132
M&T Bank
New York
$1.13M -$39.3K -2,880 -3%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$1.09M -$38.3K -2,800 -3%
RCM
134
Riverhead Capital Management
Delaware
$1.08M +$196K +14,336 +22%
Twin Tree Management
135
Twin Tree Management
Texas
$1.08M +$1.08M +78,700 New
AQR Capital Management
136
AQR Capital Management
Connecticut
$1.02M -$2.12M -154,844 -67%
LPL Financial
137
LPL Financial
California
$975K -$308K -22,652 -24%
Eagle Capital Management (New York)
138
Eagle Capital Management (New York)
New York
$902K – – –
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$828K -$87.4K -6,400 -10%
AI
140
Atria Investments
North Carolina
$812K +$199K +14,532 +32%
ProShare Advisors
141
ProShare Advisors
Maryland
$782K -$89.8K -6,572 -10%
NMIMC
142
Northwestern Mutual Investment Management Company
Wisconsin
$776K +$2.24K +164 +0.3%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$773K – – –
URS
144
Utah Retirement Systems
Utah
$747K – – –
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$720K -$114K -8,320 -14%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$701K -$249K -18,216 -26%
VRS
147
Virginia Retirement Systems
Virginia
$700K – – –
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$687K -$936K -68,460 -58%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$685K -$71K -5,200 -9%
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$639K +$639K +46,976 New
4 5
6
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