IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

243 hedge funds and large institutions have $3.63B invested in Interactive Brokers in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 30 closing their positions.

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
96
Reduced
74
Closed
30
Calls
$20.9M
Puts
$27M
Net Calls
-$6.07M
Net Calls Change
+$3.31M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$45.6M
2
CRCM
2
Cat Rock Capital Management
Connecticut
$55.3M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$13.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$11.5M
5
BTP
5
Bloom Tree Partners
New York
$48.8M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.48M
2
Invesco
2
Invesco
Georgia
$6.21M
3
Select Equity Group
3
Select Equity Group
New York
$103M
4
WCM
4
Woodson Capital Management
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
201
Panagora Asset Management
Massachusetts
$118K 2,200 -15,433 -88%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$115K 2,147 +630 +42%
SG Americas Securities
203
SG Americas Securities
New York
$114K 2,128 -29,890 -93%
Group One Trading
204
Group One Trading
Illinois
$112K 2,086 +1,014 +95%
Barclays
205
Barclays
United Kingdom
$104K 1,933 -20,352 -91%
QT
206
Quantamental Technologies
New York
$83K 1,538 -1,195 -44%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$81K 1,500 -500 -25%
MI
208
Markston International
New York
$75K 1,400 -100 -7%
PI
209
PineBridge Investments
New York
$70K 1,300 – –
VNA
210
Valley National Advisers
Pennsylvania
$67K 1,246 -379 -23%
ST
211
Smithfield Trust
Pennsylvania
$50K 1,221 – –
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$48K 895 – –
AWM
213
Avior Wealth Management
Nebraska
$38K 720 – –
FCA
214
FinTrust Capital Advisors
South Carolina
$32K 600 – –
PMFA
215
Plante Moran Financial Advisors
Michigan
$24K 443 +443 New
SFS
216
Sowell Financial Services
Arkansas
$23K 427 +427 New
CTC
217
Central Trust Company
Missouri
$22K 400 – –
FHA
218
Flagship Harbor Advisors
Massachusetts
$18K 352 -90 -20%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$17.2K 319 – –
GAM
220
Gemmer Asset Management
California
$17K 310 – –
GWM
221
Geneos Wealth Management
Colorado
$16K 300 – –
NIT
222
NumerixS Investment Technologies
British Columbia, Canada
$16K 300 +300 New
FHA
223
First Horizon Advisors
Tennessee
$15K 291 +13 +5%
ASN
224
Advisory Services Network
Georgia
$13K 241 – –
CIA
225
CSat Investment Advisory
Michigan
$13K 246 +34 +16%
7 8
9
10 11