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Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 33 closing their positions.

Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
5.39%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
40
Increased
84
Reduced
59
Closed
33
Calls
$9.61M
Puts
$21.4M
Net Calls
-$11.8M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$230M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$40.7M
3
O
3
OppenheimerFunds
New York
$30.9M
4
BCM
4
Bares Capital Management
Texas
$139M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$15.4M

Top Sellers

1
KM
1
Kylin Management
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$18.2M
3
PC
3
Passport Capital
California
$16.2M
4
American Century Companies
4
American Century Companies
Missouri
$82.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$96K 2,776 +288 +12%
TAM
177
Tyers Asset Management
Texas
$90K 2,592 +768 +42%
TG
178
TLP Group
Illinois
$87K 2,500 +2,500 New
LIA
179
LS Investment Advisors
Michigan
$85K 2,457 -109 -4%
Creative Planning
180
Creative Planning
Kansas
$83K 2,403 +153 +7%
Manulife (Manufacturers Life Insurance)
181
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K 2,319 -18 -0.8%
PAM
182
Panagora Asset Management
Massachusetts
$76K 2,200 – –
MI
183
Markston International
New York
$76K 2,200 +1,800 +450%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$73K 2,109 – –
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$73K 2,097 – –
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$70K 2,004 -25 -1%
RCM
187
Riverhead Capital Management
Delaware
$63K 1,800 +500 +38%
AIG
188
American International Group
New York
$57K 1,654 -10,906 -87%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$52K 1,500 – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$52K 1,491 +278 +23%
FMA
191
FNY Managed Accounts
New York
$49K 1,430 +1,430 New
VCM
192
Versant Capital Management
Arizona
$42K 1,219 +424 +53%
DSN
193
D. Scott Neal
Kentucky
$35K 1,000 – –
KTC
194
Kistler-Tiffany Companies
Pennsylvania
$35K 1,000 – –
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$34K 993 -4,470 -82%
CTC
196
Central Trust Company
Missouri
$33K 935 -25 -3%
SWA
197
Sutton Wealth Advisors
Florida
$29.9K 860 – –
PCP
198
Proficio Capital Partners
Massachusetts
$23K 652 +597 +1,085%
GXMC
199
Global X Management Company
New York
$19K 555 +555 New
WA
200
WFG Advisors
Texas
$18K 521 -43 -8%
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8
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