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Interactive Brokers

200 hedge funds and large institutions have $2.31B invested in Interactive Brokers in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 59

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

17.12% more ownership

Funds ownership: 346.91%364.03% (+17%)

13% more capital invested

Capital invested by funds: $2.05B → $2.31B (+$268M)

1% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $10.7M

7% less funds holding

Funds holding: 216200 (-16)

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
200
Holders Change
-16
Holders Change %
-7.41%
% of All Funds
4.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
21
Increased
81
Reduced
59
Closed
36
Calls
$10.8M
Puts
$10.7M
Net Calls
+$89K
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$56K
VCM
177
Versant Capital Management
Arizona
$56K +$10.8K +1,212 +25%
EMG
178
ETF Managers Group
New Jersey
$52K +$49.6K +5,584 New
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$37K
CTC
180
Central Trust Company
Missouri
$35K
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$33K -$3.16K -356 -9%
SWA
182
Sutton Wealth Advisors
Florida
$32.2K
AG
183
Advisor Group
Arizona
$26K +$6.82K +768 +37%
GXMC
184
Global X Management Company
New York
$25K +$4.05K +456 +21%
WA
185
WFG Advisors
Texas
$21K +$1.53K +172 +8%
DSN
186
D. Scott Neal
Kentucky
$19K -$17.8K -2,000 -50%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$15K
AIM
188
Advantage Investment Management
Iowa
$15K +$5.9K +664 +75%
PCP
189
Proficio Capital Partners
Massachusetts
$13K -$11.8K -1,328 -51%
GAM
190
Gemmer Asset Management
California
$12K
GWM
191
Geneos Wealth Management
Colorado
$11K +$10.7K +1,200 New
ATC
192
Adirondack Trust Company
New York
$9K
QCG
193
Quadrant Capital Group
Ohio
$6K -$533 -60 -7%
IA
194
IFP Advisors
Florida
$4K
OAM
195
Oppenheimer Asset Management
New York
$3K -$273K -30,688 -99%
WA
196
Winfield Associates
Ohio
$3K
SPIA
197
Steward Partners Investment Advisory
New York
$1K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$1K +$462 +52 +130%
Walleye Trading
199
Walleye Trading
New York
$812 +$201K +22,688 +35%
American Century Companies
200
American Century Companies
Missouri
-$82.9M -9,549,532 Closed