IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
45
Increased
64
Reduced
66
Closed
21
Calls
$15M
Puts
$12.7M
Net Calls
+$2.24M
Net Calls Change
+$2.75M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$153M
2
HWCM
2
Hudson Way Capital Management
Texas
$16.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
KM
1
Kylin Management
New York
$27.4M
2
PC
2
Passport Capital
California
$36.4M
3
Charles Schwab
3
Charles Schwab
California
$5.99M
4
AVC
4
Arlington Value Capital
Utah
$68M
5
American Century Companies
5
American Century Companies
Missouri
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
201
Gemmer Asset Management
California
$11K 310 – –
AG
202
Advisor Group
Arizona
$10K 297 -225 -43%
FHA
203
First Horizon Advisors
Tennessee
$10K 318 – –
ATC
204
Adirondack Trust Company
New York
$9K 250 – –
CF
205
CenterStar Fund
Illinois
– – – –
QCG
206
Quadrant Capital Group
Ohio
$6K 219 -105 -32%
AIM
207
Advantage Investment Management
Iowa
$6K 172 – –
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$6K 178 +178 New
PHK
209
Point72 Hong Kong
Hong Kong
$5K 143 +143 New
WA
210
Winfield Associates
Ohio
$3K 80 – –
SIC
211
Salem Investment Counselors
North Carolina
$3K 75 +75 New
PCP
212
Proficio Capital Partners
Massachusetts
$2K 55 – –
FANJ
213
Financial Architects (New Jersey)
New Jersey
$2K 52 – –
AWM
214
Arbor Wealth Management
Florida
$1.21K 31,282 -741 -2%
EARNEST Partners
215
EARNEST Partners
Georgia
$1K 33 +33 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$1K 39 +39 New
BFM
217
Boothbay Fund Management
New York
$272 7,449 +7,449 New
Renaissance Technologies
218
Renaissance Technologies
New York
– – -113,600 Closed
PWAM
219
Park West Asset Management
California
– – -93,349 Closed
SCM
220
SkyTop Capital Management
New Jersey
– – -87,788 Closed
Capital Fund Management (CFM)
221
Capital Fund Management (CFM)
France
– – -73,163 Closed
OAC
222
OMERS Administration Corp
Ontario, Canada
– – -58,900 Closed
ZIM
223
Zacks Investment Management
Illinois
– – -25,102 Closed
Los Angeles Capital Management
224
Los Angeles Capital Management
California
– – -14,340 Closed
SCM
225
Silver Capital Management
New York
– – -11,260 Closed
6 7 8
9
10