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Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 33 closing their positions.

Holders
216
Holders Change
–
Holders Change %
0%
% of All Funds
5.39%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
40
Increased
84
Reduced
59
Closed
33
Calls
$9.61M
Puts
$21.4M
Net Calls
-$11.8M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$230M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$40.7M
3
O
3
OppenheimerFunds
New York
$30.9M
4
BCM
4
Bares Capital Management
Texas
$139M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$15.4M

Top Sellers

1
KM
1
Kylin Management
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$18.2M
3
PC
3
Passport Capital
California
$16.2M
4
American Century Companies
4
American Century Companies
Missouri
$82.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
201
Advisor Group
Arizona
$18K 516 +219 +74%
Parallax Volatility Advisers
202
Parallax Volatility Advisers
California
$17K 495 -3,449 -87%
DAM
203
Delta Asset Management
Tennessee
$17K 500 – –
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$15K 418 -406 -49%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$14K 390 -59 -13%
GAM
206
Gemmer Asset Management
California
$11K 310 – –
ATC
207
Adirondack Trust Company
New York
$9K 250 – –
AIM
208
Advantage Investment Management
Iowa
$8K 222 +50 +29%
QCG
209
Quadrant Capital Group
Ohio
$6K 219 – –
MAM
210
Meeder Asset Management
Ohio
$6K 184 +184 New
IA
211
IFP Advisors
Florida
$4K 113 -861 -88%
PA
212
Parallel Advisors
California
$4K 116 +116 New
WA
213
Winfield Associates
Ohio
$3K 80 – –
PHK
214
Point72 Hong Kong
Hong Kong
$1K 19 -124 -87%
SPIA
215
Steward Partners Investment Advisory
New York
$1K 52 +52 New
Walleye Trading
216
Walleye Trading
New York
$556 16,017 +8,030 +101%
KM
217
Kylin Management
New York
– – -750,100 Closed
Millennium Management
218
Millennium Management
New York
– – -168,291 Closed
SCA
219
Secor Capital Advisors
New York
– – -125,105 Closed
CG
220
Clinton Group
New York
– – -87,755 Closed
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
– – -76,379 Closed
1832 Asset Management
222
1832 Asset Management
Ontario, Canada
– – -49,900 Closed
SAM
223
Symphony Asset Management
California
– – -40,898 Closed
JHIU
224
Janus Henderson Investors US
Colorado
– – -34,100 Closed
CIM
225
Calvert Investment Management
Maryland
– – -28,456 Closed
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9
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