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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 %
TC
151
TownSquare Capital
Utah
$3.87M 34,669 -43,040 -55%
SIA
152
SkyView Investment Advisors
New Jersey
$3.84M 34,414 +8,722 +34%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$3.81M 34,126 +2,454 +8%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$3.74M 33,470 – –
AI
155
Atria Investments
North Carolina
$3.64M 32,573 -8,963 -22%
GAM
156
Gotham Asset Management
New York
$3.63M 32,516 -55 -0.2%
CAM
157
Cozad Asset Management
Illinois
$3.62M 32,378 +7,177 +28%
HA
158
Heartland Advisors
Wisconsin
$3.44M 30,810 -5,755 -16%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$3.44M 30,800 +700 +2%
FMI
160
Factory Mutual Insurance
Massachusetts
$3.35M 30,000 +30,000 New
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.29M 29,444 -262 -0.9%
CAMG
162
CWA Asset Management Group
Florida
$3.26M 29,162 +29,162 New
AI
163
Atom Investors
Texas
$3.23M 28,902 +28,902 New
WPW
164
Warther Private Wealth
Ohio
$3.16M 28,330 -1,000 -3%
TI
165
Tidal Investments
Wisconsin
$3.15M 28,225 +16,609 +143%
EAM
166
EULAV Asset Management
Florida
$3.13M 28,000 -2,000 -7%
UIM
167
USS Investment Management
United Kingdom
$3.13M 28,000 +4,753 +20%
TI
168
Trexquant Investment
Connecticut
$3.12M 27,940 -57,455 -67%
ASRS
169
Arizona State Retirement System
Arizona
$3.12M 27,940 -469 -2%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$3.07M 27,494 -7,918 -22%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$3M 26,818 +84 +0.3%
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$2.95M 26,450 -3,742 -12%
SOMRS
173
State of Michigan Retirement System
Michigan
$2.94M 26,279 +600 +2%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$2.84M 25,408 +800 +3%
ECP
175
Epacria Capital Partners
Colorado
$2.84M 25,406 -613 -2%
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