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Interactive Brokers
IBKR

Overview Fund Activity

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.

Holders
198
Holders Change
-15
Holders Change %
-7.04%
% of All Funds
5.29%
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

Top Buyers

1
PC
1
Passport Capital
California
$57.1M
2
BFA
2
BlackRock Fund Advisors
California
$127M
3
BCM
3
Bares Capital Management
Texas
$113M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$183M
5
CCM
5
Crestwood Capital Management
New York
$15.5M

Top Sellers

1
SCM
1
Scopia Capital Management
New York
$0
2
LLC
2
Latimer Light Capital
New York
$0
3
FAM
3
Foxhaven Asset Management
Virginia
$0
4
KM
4
Kylin Management
New York
$69.4M
5
AIM
5
Assured Investment Management
New York
$57.6M
Name Market Value Shares Shares
Change 		Shares
Change %
DAM
176
Delta Asset Management
Tennessee
$18K 500 – –
AG
177
Advisor Group
Arizona
$18K 522 +54 +12%
HIIFS
178
Harel Insurance Investments & Financial Services
Israel
$16K 450 -150 -25%
CAW
179
Cornerstone Advisors (Washington)
Washington
$16K 459 – –
PCM
180
Penserra Capital Management
California
$15K 446 +205 +85%
FNBT
181
FineMark National Bank & Trust
Florida
$14K 386 +106 +38%
MI
182
Markston International
New York
$14K 400 +400 New
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$12K 331 +300 +968%
GAM
184
Gemmer Asset Management
California
$11K 310 – –
PFG
185
Piershale Financial Group
Illinois
$11K 300 +200 +200%
CG
186
Cutler Group
California
$11K 319 +319 New
QCG
187
Quadrant Capital Group
Ohio
$10K 324 -30 -8%
FHA
188
First Horizon Advisors
Tennessee
$10K 318 +83 +35%
ATC
189
Adirondack Trust Company
New York
$9K 250 +75 +43%
TCIM
190
TIAA CREF Investment Management
New York
$7.63K 216,347 +34,072 +19%
AIM
191
Advantage Investment Management
Iowa
$6K 172 +172 New
ST
192
Spot Trading
Illinois
$4K 110 -15,604 -99%
WA
193
Winfield Associates
Ohio
$3K 80 -50 -38%
VOYA Investment Management
194
VOYA Investment Management
Georgia
$2.58K 73,262 +21,676 +42%
PCP
195
Proficio Capital Partners
Massachusetts
$2K 55 – –
FANJ
196
Financial Architects (New Jersey)
New Jersey
$2K 52 – –
TWA
197
TCI Wealth Advisors
Arizona
$2K 49 +22 +81%
WIC
198
Woodmont Investment Counsel
Tennessee
$2K 65 +65 New
SCM
199
Scopia Capital Management
New York
– – -2,804,202 Closed
LLC
200
Latimer Light Capital
New York
– – -621,499 Closed
6 7
8
9 10