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Interactive Brokers
IBKR

Overview Fund Activity

201 hedge funds and large institutions have $2.01B invested in Interactive Brokers in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 31 closing their positions.

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.45%
New
43
Increased
79
Reduced
51
Closed
31
Calls
$14.8M
Puts
$16.2M
Net Calls
-$1.4M
Net Calls Change
-$7.32M

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$36.5M
2
American Century Companies
2
American Century Companies
Missouri
$28.6M
3
FAM
3
Foxhaven Asset Management
Virginia
$23.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$169M
5
TGHSA
5
TPG Group Holdings (SBS) Advisors
Texas
$60.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.2M
2
JCM
2
Junto Capital Management
New York
$0
3
LOAMU
3
Lombard Odier Asset Management (USA)
New York
$21.6M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
BP
5
Boston Provident
New Jersey
$4.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$68K 1,724 +1,724 New
US Bancorp
177
US Bancorp
Minnesota
$60K 1,505 +33 +2%
BlackRock
178
BlackRock
New York
$55K 1,409 -151 -10%
MFS
179
MSI Financial Services
Massachusetts
$38K 957 +2 +0.2%
WA
180
WFG Advisors
Texas
$38K 961 +140 +17%
Barclays
181
Barclays
United Kingdom
$36K 921 -4 -0.4%
W
182
Wealthfront
California
$31K 778 +616 +380%
GWM
183
Gupta Wealth Management
California
$30K 750 – –
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$29K 720 -1,253 -64%
SIA
185
SeaBridge Investment Advisors
New Jersey
$28K 700 – –
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$23K 590 – –
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$22K 564 +368 +188%
TDC
188
Thompson Davis & Co
Virginia
$20K 500 – –
DAM
189
Delta Asset Management
Tennessee
$20K 500 +500 New
CAW
190
Cornerstone Advisors (Washington)
Washington
$18K 459 +459 New
FHA
191
First Horizon Advisors
Tennessee
$13K 347 – –
GAM
192
Gemmer Asset Management
California
$12K 310 – –
FNBT
193
FineMark National Bank & Trust
Florida
$11K 275 – –
ATC
194
Adirondack Trust Company
New York
$7K 175 – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$6K 158 +52 +49%
PFG
196
Piershale Financial Group
Illinois
$4K 100 +100 New
SIM
197
Sonora Investment Management
Arizona
$4K 109 +109 New
Acadian Asset Management
198
Acadian Asset Management
Massachusetts
$3K 77 +77 New
QCG
199
Quadrant Capital Group
Ohio
$2K 73 – –
NMIS
200
Northwestern Mutual Investment Services
Wisconsin
$1K 19 +19 New
6 7
8
9 10