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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$6.43M 52,476 -27,269 -34%
CAM
127
Cozad Asset Management
Illinois
$6.3M 51,415 +19,037 +59%
EA
128
Ellsworth Advisors
Ohio
$6.27M 51,147 +50 +0.1%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$6.22M 50,725 +10,297 +25%
Comerica Bank
130
Comerica Bank
Texas
$6.1M 49,723 -3,713 -7%
BHWA
131
Beacon Harbor Wealth Advisors
Virginia
$5.93M 48,333 +48,333 New
SC
132
Scotia Capital
Ontario, Canada
$5.73M 46,759 -5,013 -10%
HA
133
Harbor Advisors
Florida
$5.73M 46,708 +1,500 +3%
MAM
134
Martingale Asset Management
Massachusetts
$5.65M 46,062 +4,465 +11%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$5.57M 45,408 +20,000 +79%
AC
136
AWH Capital
Texas
$5.52M 45,000 – –
YCM
137
Yousif Capital Management
Michigan
$5.49M 44,811 -3,881 -8%
Jane Street
138
Jane Street
New York
$5.43M 44,313 +1,686 +4%
II
139
Inspire Investing
Idaho
$5.32M 43,399 -5,880 -12%
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$5.32M 43,360 +15,866 +58%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$5.19M 42,307 +259 +0.6%
HighTower Advisors
142
HighTower Advisors
Illinois
$5.17M 42,379 +30,875 +268%
PCM
143
PenderFund Capital Management
British Columbia, Canada
$5.14M 30,638 -4,500 -13%
MPA
144
Marvin & Palmer Associates
Delaware
$5.11M 41,650 +41,650 New
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.89M 39,871 -67 -0.2%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$4.68M 38,140 -18,259 -32%
EF
147
Empowered Funds
Pennsylvania
$4.59M 37,458 +37,458 New
SIA
148
SkyView Investment Advisors
New Jersey
$4.48M 36,511 +2,097 +6%
NW
149
NewEdge Wealth
Pennsylvania
$4.36M 35,536 +670 +2%
VAS
150
Vestmark Advisory Solutions
Massachusetts
$4.33M 35,335 +1,209 +4%
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