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Interactive Brokers
IBKR

Overview Fund Activity

247 hedge funds and large institutions have $3.24B invested in Interactive Brokers in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
38
Increased
82
Reduced
79
Closed
25
Calls
$20.9M
Puts
$29.1M
Net Calls
-$8.18M
Net Calls Change
-$2.11M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$266M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$75.7M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$24.5M
4
Select Equity Group
Select Equity Group
New York
$100M
5
CRCM
Cat Rock Capital Management
Connecticut
$57.9M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$24.6M
2
NAMA
Nikko Asset Management Americas
New York
$24.6M
3
BTP
Bloom Tree Partners
New York
$20.7M
4
MGM
Miura Global Management
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
BlueCrest Capital Management
Jersey
$236K +$45.9K +3,948 +24%
CAAS
202
Capital Asset Advisory Services
Michigan
$200K +$200K +14,480 New
LIA
203
LS Investment Advisors
Michigan
$181K – – –
Boston Partners
204
Boston Partners
Massachusetts
$149K +$14K +1,200 +10%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$144K +$6.6K +568 +5%
SMFS
206
Squar Milner Financial Services
California
$138K -$102K -8,816 -43%
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$137K +$32.5K +2,780 +31%
CG
208
Cutler Group
California
$120K +$120K +10,320 New
PAM
209
Panagora Asset Management
Massachusetts
$103K – – –
PI
210
PineBridge Investments
New York
$70K +$9.33K +800 +15%
MI
211
Markston International
New York
$65K – – –
FIA
212
FNY Investment Advisers
New York
$38K +$38K +3,320 New
TRCT
213
Tower Research Capital (TRC)
New York
$35K -$95.8K -8,336 -73%
AWM
214
Avior Wealth Management
Nebraska
$33K – – –
VNA
215
Valley National Advisers
Pennsylvania
$30K -$27.5K -2,384 -48%
FCA
216
FinTrust Capital Advisors
South Carolina
$28K – – –
CHAM
217
Clear Harbor Asset Management
Connecticut
$27K +$27K +2,320 New
SFS
218
Sowell Financial Services
Arkansas
$24K +$4.1K +352 +21%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$19K -$52.3K -4,400 -73%
CTC
220
Central Trust Company
Missouri
$19K – – –
NIT
221
NumerixS Investment Technologies
British Columbia, Canada
$19K +$4.75K +400 +33%
AAMU
222
Amundi Asset Management US
Massachusetts
$18K +$7.09K +600 +65%
GAM
223
Gemmer Asset Management
California
$14K – – –
GWM
224
Geneos Wealth Management
Colorado
$14K – – –
FHA
225
First Horizon Advisors
Tennessee
$14K +$942 +84 +7%
7 8
9
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