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Interactive Brokers

249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
42
Increased
79
Reduced
87
Closed
58
Calls
$24.5M
Puts
$30.7M
Net Calls
-$6.22M
Net Calls Change
-$8.52M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$109K +$27.3K +2,000 +33%
EMG
202
ETF Managers Group
New Jersey
$108K +$17.2K +1,256 +19%
MWNA
203
Marshall Wace North America
New York
$104K +$104K +7,624 New
QT
204
Quantamental Technologies
New York
$100K +$100K +7,348 New
MI
205
Markston International
New York
$82K
IIM
206
Ipswich Investment Management
Massachusetts
$64K +$64K +4,700 New
VCM
207
Versant Capital Management
Arizona
$58K
FHA
208
Flagship Harbor Advisors
Massachusetts
$46K -$6.29K -464 -12%
SIA
209
SeaBridge Investment Advisors
New Jersey
$45K
CFGS
210
Concourse Financial Group Securities
Alabama
$41K
JA
211
JOYN Advisors
Georgia
$34K +$15.8K +1,148 +87%
PCM
212
Penserra Capital Management
California
$33K -$6.08K -448 -16%
CTC
213
Central Trust Company
Missouri
$22K -$8.25K -600 -27%
DAM
214
Delta Asset Management
Tennessee
$20K
RCAG
215
Rehmann Capital Advisory Group
Michigan
$17.4K
GAM
216
Gemmer Asset Management
California
$17K
PCP
217
Proficio Capital Partners
Massachusetts
$17K
CWA
218
Clarus Wealth Advisors
Arizona
$17K +$55 +4 +0.3%
GWM
219
Geneos Wealth Management
Colorado
$15K
FHA
220
First Horizon Advisors
Tennessee
$15K +$704 +52 +5%
QCG
221
Quadrant Capital Group
Ohio
$15K +$2.91K +240 +24%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$13K +$4.88K +344 +60%
RFWA
223
RPg Family Wealth Advisory
Massachusetts
$10.9K
SF
224
Synovus Financial
Georgia
$10K
ATC
225
Adirondack Trust Company
New York
$10K