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Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
45
Increased
64
Reduced
66
Closed
21
Calls
$15M
Puts
$12.7M
Net Calls
+$2.24M
Net Calls Change
+$2.75M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$153M
2
HWCM
2
Hudson Way Capital Management
Texas
$16.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
KM
1
Kylin Management
New York
$27.4M
2
PC
2
Passport Capital
California
$36.4M
3
Charles Schwab
3
Charles Schwab
California
$5.99M
4
AVC
4
Arlington Value Capital
Utah
$68M
5
American Century Companies
5
American Century Companies
Missouri
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$77K 2,109 – –
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$74K 2,029 -7 -0.3%
US Bancorp
178
US Bancorp
Minnesota
$71K 1,956 – –
MFS
179
MSI Financial Services
Massachusetts
$67K 1,844 -156 -8%
TAM
180
Tyers Asset Management
Texas
$67K 1,824 +1,824 New
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$55K 1,500 +1,500 New
TRCT
182
Tower Research Capital (TRC)
New York
$51K 1,399 +1,399 New
RCM
183
Riverhead Capital Management
Delaware
$47K 1,300 – –
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$44K 1,213 +395 +48%
QT
185
Quantbot Technologies
New York
$43K 1,191 -5,707 -83%
DSN
186
D. Scott Neal
Kentucky
$37K 1,000 – –
KTC
187
Kistler-Tiffany Companies
Pennsylvania
$37K 1,000 – –
IA
188
IFP Advisors
Florida
$36K 974 – –
CTC
189
Central Trust Company
Missouri
$35K 960 +960 New
SWA
190
Sutton Wealth Advisors
Florida
$31.4K 860 – –
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$30K 824 -43 -5%
VCM
192
Versant Capital Management
Arizona
$29K 795 – –
WA
193
WFG Advisors
Texas
$21K 564 +46 +9%
DAM
194
Delta Asset Management
Tennessee
$18K 500 – –
PCM
195
Penserra Capital Management
California
$18K 508 +62 +14%
CAW
196
Cornerstone Advisors (Washington)
Washington
$17K 459 – –
WAM
197
Wealthspire Advisors (Maryland)
Maryland
$16K 449 +118 +36%
MI
198
Markston International
New York
$15K 400 – –
PRS
199
Pinkerton Retirement Specialists
Idaho
$15K 399 +399 New
FNBT
200
FineMark National Bank & Trust
Florida
$14K 386 – –
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8
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