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Interactive Brokers
IBKR

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Interactive Brokers in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
4.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
29
Increased
56
Reduced
52
Closed
18
Calls
$22.4M
Puts
$38M
Net Calls
-$15.6M
Net Calls Change
-$4.9M

Top Buyers

1
KM
1
Kylin Management
New York
$77.1M
2
EIP
2
Epoch Investment Partners
New York
$35.4M
3
ACM
3
Apex Capital Management
Ohio
$13.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.6M
5
BIT
5
BlackRock Institutional Trust
California
$26.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.93M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$18.1M
3
RIM
3
RS Investment Management
California
$81M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$164M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$6K 316 +316 New
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$5K 197 +197 New
NES
153
New England Securities
New York
$2K 100 – –
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$1K 33 +33 New
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40 1,659 +192 +13%
Retirement Systems of Alabama
156
Retirement Systems of Alabama
Alabama
– – -292,910 Closed
DVM
157
Dreman Value Management
Florida
– – -218,288 Closed
GH
158
GAM Holding
Switzerland
– – -192,300 Closed
Jacobs Levy Equity Management
159
Jacobs Levy Equity Management
New Jersey
– – -109,559 Closed
PG
160
Portola Group
California
– – -102,705 Closed
Fidelity International
161
Fidelity International
Bermuda
– – -65,360 Closed
FFA
162
First Foundation Advisors
California
– – -44,389 Closed
Los Angeles Capital Management
163
Los Angeles Capital Management
California
– – -39,921 Closed
PP
164
PDT Partners
New York
– – -29,651 Closed
NCCM
165
Nine Chapters Capital Management
New Jersey
– – -24,300 Closed
IMS
166
Index Management Solutions
Pennsylvania
– – -11,603 Closed
WAM
167
Wolverine Asset Management
Illinois
– – -10,900 Closed
ARTA
168
A.R.T. Advisors
New York
– – -10,509 Closed
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
– – -9,699 Closed
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
– – -1,025 Closed
Victory Capital Management
171
Victory Capital Management
Texas
– – -377 Closed
DAM
172
Delta Asset Management
Tennessee
– – -257 Closed
PTC
173
Private Trust Company
Ohio
– – -40 Closed
CCM
174
Cortex Capital Management
Texas
– – – –
EWM
175
Elite Wealth Management
Washington
$0 20 +20 New
3 4 5 6
7