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Interactive Brokers
IBKR

Overview Fund Activity

207 hedge funds and large institutions have $2.93B invested in Interactive Brokers in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.37%
New
32
Increased
86
Reduced
49
Closed
21
Calls
$16.1M
Puts
$19M
Net Calls
-$2.92M
Net Calls Change
-$3.01M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$105M
2
Select Equity Group
2
Select Equity Group
New York
$55M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.2M
4
BlackRock
4
BlackRock
New York
$312M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$284M

Top Sellers

1
HP
1
Hound Partners
New York
$0
2
AIM
2
Assured Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
TCM
4
Tensile Capital Management
California
$0
5
TGHSA
5
TPG Group Holdings (SBS) Advisors
Texas
$98.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KTC
176
Kistler-Tiffany Companies
Pennsylvania
$45K 1,000 – –
CTC
177
Central Trust Company
Missouri
$42K 935 – –
SWA
178
Sutton Wealth Advisors
Florida
$38.7K 860 – –
AG
179
Advisor Group
Arizona
$32K 708 – –
GXMC
180
Global X Management Company
New York
$31K 693 +24 +4%
DSN
181
D. Scott Neal
Kentucky
$23K 500 – –
DAM
182
Delta Asset Management
Tennessee
$23K 500 +500 New
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$17K 367 -537 -59%
PCP
184
Proficio Capital Partners
Massachusetts
$14K 320 – –
GAM
185
Gemmer Asset Management
California
$14K 310 – –
GWM
186
Geneos Wealth Management
Colorado
$13K 300 – –
VFA
187
Valeo Financial Advisors
Indiana
$13K 280 +280 New
CG
188
Cutler Group
California
$13K 289 +289 New
PCM
189
Penserra Capital Management
California
$13K 306 +306 New
ATC
190
Adirondack Trust Company
New York
$11K 250 – –
QCG
191
Quadrant Capital Group
Ohio
$10K 249 +45 +22%
NIT
192
NumerixS Investment Technologies
British Columbia, Canada
$9K 200 +200 New
AIM
193
Advantage Investment Management
Iowa
$7K 156 -232 -60%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$7K 148 +148 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$5K 112 -278 -71%
IA
196
IFP Advisors
Florida
$5K 113 – –
TG
197
TLP Group
Illinois
$5K 106 +106 New
WA
198
Winfield Associates
Ohio
$4K 80 – –
GT
199
Glenmede Trust
Pennsylvania
$4K 100 +100 New
OAM
200
Oppenheimer Asset Management
New York
$3K 60 -26 -30%
6 7
8
9 10