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Interactive Brokers

198 hedge funds and large institutions have $1.99B invested in Interactive Brokers in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

2% less capital invested

Capital invested by funds: $2.03B → $1.99B (-$37.3M)

4% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $12.6M

7% less funds holding

Funds holding: 213198 (-15)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
198
Holders Change
-15
Holders Change %
-7.04%
% of All Funds
5.28%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
17
Increased
93
Reduced
60
Closed
30
Calls
$12.1M
Puts
$12.6M
Net Calls
-$507K
Net Calls Change
+$7.27M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
176
Delta Asset Management
Tennessee
$18K
AG
177
Advisor Group
Arizona
$18K +$1.91K +216 +12%
HIIFS
178
Harel Insurance Investments & Financial Services
Israel
$16K -$5.31K -600 -25%
CAW
179
Cornerstone Advisors (Washington)
Washington
$16K
PCM
180
Penserra Capital Management
California
$15K +$7.26K +820 +85%
FNBT
181
FineMark National Bank & Trust
Florida
$14K +$3.75K +424 +38%
MI
182
Markston International
New York
$14K +$14.2K +1,600 New
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$12K +$10.6K +1,200 +968%
GAM
184
Gemmer Asset Management
California
$11K
PFG
185
Piershale Financial Group
Illinois
$11K +$7.08K +800 +200%
CG
186
Cutler Group
California
$11K +$11.3K +1,276 New
QCG
187
Quadrant Capital Group
Ohio
$10K -$1.06K -120 -8%
FHA
188
First Horizon Advisors
Tennessee
$10K +$2.94K +332 +35%
ATC
189
Adirondack Trust Company
New York
$9K +$2.66K +300 +43%
TCIM
190
TIAA CREF Investment Management
New York
$7.63K +$1.21M +136,288 +19%
AIM
191
Advantage Investment Management
Iowa
$6K +$6.09K +688 New
ST
192
Spot Trading
Illinois
$4K -$553K -62,416 -99%
WA
193
Winfield Associates
Ohio
$3K -$1.77K -200 -38%
VOYA Investment Management
194
VOYA Investment Management
Georgia
$2.58K +$768K +86,704 +42%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$2K
PCP
196
Proficio Capital Partners
Massachusetts
$2K
TWA
197
TCI Wealth Advisors
Arizona
$2K +$779 +88 +81%
WIC
198
Woodmont Investment Counsel
Tennessee
$2K +$2.3K +260 New
SCM
199
Scopia Capital Management
New York
-$99.3M -11,216,808 Closed
LLC
200
Latimer Light Capital
New York
-$22M -2,485,996 Closed