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Interactive Brokers
IBKR

Overview Fund Activity

247 hedge funds and large institutions have $3.24B invested in Interactive Brokers in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
38
Increased
82
Reduced
79
Closed
25
Calls
$20.9M
Puts
$29.1M
Net Calls
-$8.18M
Net Calls Change
-$2.11M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$266M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$75.7M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$24.5M
4
Select Equity Group
4
Select Equity Group
New York
$100M
5
CRCM
5
Cat Rock Capital Management
Connecticut
$57.9M

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$24.6M
2
NAMA
2
Nikko Asset Management Americas
New York
$24.6M
3
BTP
3
Bloom Tree Partners
New York
$20.7M
4
MGM
4
Miura Global Management
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
$408K -$573K -49,180 -58%
LPL Financial
177
LPL Financial
California
$404K -$241K -20,712 -37%
CANY
178
Caxton Associates (New York)
New York
$401K +$401K +34,388 New
Victory Capital Management
179
Victory Capital Management
Texas
$395K -$20.9K -1,796 -5%
SR
180
Sloane Robinson
United Kingdom
$382K -$2.64M -226,800 -87%
DCM
181
Dupont Capital Management
Delaware
$380K -$52.2K -4,476 -12%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$368K +$268K +22,980 +268%
SAM
183
Securian Asset Management
Minnesota
$367K -$35.1K -3,008 -9%
PIA
184
Piedmont Investment Advisors
North Carolina
$337K -$46.8K -4,016 -12%
CDH
185
Charles D. Hyman
$334K – – –
DP
186
Dearborn Partners
Illinois
$330K – – –
BS
187
Banco Santander
Spain
$322K +$29.1K +2,500 +10%
Brown Advisory
188
Brown Advisory
Maryland
$303K – – –
AGM
189
Alpine Global Management
New York
$301K +$301K +25,812 New
SG Americas Securities
190
SG Americas Securities
New York
$292K +$193K +16,556 +195%
First Manhattan
191
First Manhattan
New York
$291K – – –
CGH
192
Crossmark Global Holdings
Texas
$286K -$14K -1,200 -5%
HKAM
193
Horizon Kinetics Asset Management
New York
$282K +$233 +20 +0.1%
AG
194
Advisor Group
Arizona
$261K +$72.7K +6,252 +39%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$254K +$43.2K +3,708 +21%
PA
196
Profund Advisors
Maryland
$250K -$31.6K -2,704 -11%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$246K +$12.4K +1,064 +5%
SCM
198
Shelton Capital Management
Colorado
$245K – – –
BFM
199
Boothbay Fund Management
New York
$242K – – –
Jane Street
200
Jane Street
New York
$240K +$240K +20,588 New
6 7
8
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