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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$5.95M 53,280 +3,326 +7%
SC
127
Scotia Capital
Ontario, Canada
$5.78M 51,772 +47,671 +1,162%
Mawer Investment Management
128
Mawer Investment Management
Alberta, Canada
$5.7M 51,017 +51,017 New
EA
129
Ellsworth Advisors
Ohio
$5.64M 51,097 +1,066 +2%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$5.63M 50,438 +2,043 +4%
WC
131
Whitney & Co
New York
$5.59M 50,015 +50,015 New
II
132
Inspire Investing
Idaho
$5.5M 49,279 +2,881 +6%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$5.44M 48,610 +8,271 +21%
YCM
134
Yousif Capital Management
Michigan
$5.44M 48,692 -1,093 -2%
PCM
135
PenderFund Capital Management
British Columbia, Canada
$5.32M 35,138 -3,000 -8%
HA
136
Harbor Advisors
Florida
$5.05M 45,208 -4,350 -9%
AC
137
AWH Capital
Texas
$5.03M 45,000 -12,162 -21%
CCM
138
Cinctive Capital Management
New York
$4.97M 44,486 +44,486 New
VanEck Associates
139
VanEck Associates
New York
$4.88M 43,711 +9,082 +26%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$4.82M 43,124 -43,663 -50%
Jane Street
141
Jane Street
New York
$4.76M 42,627 -138,134 -76%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$4.7M 42,048 +24,648 +142%
MAM
143
Martingale Asset Management
Massachusetts
$4.65M 41,597 -2,767 -6%
Wellington Management Group
144
Wellington Management Group
Massachusetts
$4.52M 40,428 -9,540 -19%
Man Group
145
Man Group
United Kingdom
$4.48M 40,061 -169,820 -81%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.46M 39,938 -3,735 -9%
LIM
147
Lingotto Investment Management
United Kingdom
$4.36M 39,009 +39,009 New
NW
148
NewEdge Wealth
Pennsylvania
$4.18M 34,866 +3,058 +10%
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$4.14M 37,128 -2,480 -6%
MGM
150
Miura Global Management
New York
$3.91M 35,000 +35,000 New
4 5
6
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