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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
176
First Trust Advisors
Illinois
$2.83M 25,300 -91,257 -78%
CP
177
CenterBook Partners
Connecticut
$2.79M 24,949 +1,802 +8%
US Bancorp
178
US Bancorp
Minnesota
$2.72M 24,320 -4,440 -15%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$2.67M 23,869 +61 +0.3%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.64M 23,672 +58 +0.2%
SPIA
181
Steward Partners Investment Advisory
New York
$2.64M 23,666 +22,882 +2,919%
AIP
182
Ameritas Investment Partners
Nebraska
$2.64M 23,629 – –
SPC
183
Stony Point Capital
New York
$2.6M 23,297 – –
PGCM
184
Prescott Group Capital Management
Oklahoma
$2.56M 22,919 – –
ET
185
Entropy Technologies
New York
$2.54M 22,720 +22,720 New
PI
186
PineBridge Investments
New York
$2.52M 22,562 -36,120 -62%
CAN
187
Cetera Advisor Networks
California
$2.51M 22,432 +14,480 +182%
Nordea Investment Management
188
Nordea Investment Management
Sweden
$2.48M 22,198 -3,400 -13%
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$2.47M 22,101 -29,243 -57%
NMERB
190
New Mexico Educational Retirement Board
New Mexico
$2.35M 21,060 – –
TPCW
191
TD Private Client Wealth
New York
$2.31M 20,723 +106 +0.5%
BWS
192
Buck Wealth Strategies
Colorado
$2.29M 20,484 +20,484 New
OIA
193
OneDigital Investment Advisors
Kansas
$2.28M 20,432 +597 +3%
Deutsche Bank
194
Deutsche Bank
Germany
$2.21M 19,757 +1,481 +8%
Prudential Financial
195
Prudential Financial
New Jersey
$2.11M 18,844 +4,875 +35%
JF
196
Jump Financial
Illinois
$2.09M 18,684 +9,860 +112%
IWS
197
Insight Wealth Strategies
California
$2.07M 18,567 -2,272 -11%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$2.07M 18,528 +3,546 +24%
M&T Bank
199
M&T Bank
New York
$2.05M 18,391 -7,340 -29%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$2.02M 18,124 -1,430 -7%
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