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Interactive Brokers
IBKR

Overview Fund Activity

232 hedge funds and large institutions have $3B invested in Interactive Brokers in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-15
Holders Change %
-6.07%
% of All Funds
5.12%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.24%
New
29
Increased
95
Reduced
68
Closed
39
Calls
$8.14M
Puts
$17.9M
Net Calls
-$9.74M
Net Calls Change
-$1.56M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.8M
2
CIA
Caledonia Investments (Australia)
Australia
+$44.5M
3
KCM
Kingstown Capital Management
New York
+$43.2M
4
BCM
Bronte Capital Management
Australia
+$19M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$14.9M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$60.2M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$30.8M
3
PWAM
Park West Asset Management
California
-$28M
4
AssetMark Inc
AssetMark Inc
California
-$17.5M
5
Select Equity Group
Select Equity Group
New York
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
201
CSat Investment Advisory
Michigan
$15K +$2.79K +256 +23%
GAM
202
Gemmer Asset Management
California
$13K – – –
FHA
203
First Horizon Advisors
Tennessee
$13K +$42 +4 +0.3%
QCG
204
Quadrant Capital Group
Ohio
$13K +$2.56K +244 +24%
GWM
205
Geneos Wealth Management
Colorado
$12K – – –
NICM
206
Neo Ivy Capital Management
New York
$12K +$12K +1,152 New
ATC
207
Adirondack Trust Company
New York
$11K – – –
SF
208
Synovus Financial
Georgia
$11K +$2.64K +240 +32%
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$10K -$117K -10,800 -92%
FHA
210
Flagship Harbor Advisors
Massachusetts
$7K -$3.67K -348 -34%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SL
212
Savior LLC
Massachusetts
$6K – – –
AF
213
Advisornet Financial
Minnesota
$4K – – –
S
214
SignatureFD
Georgia
$3K +$3K +264 New
OAM
215
Oppenheimer Asset Management
New York
$2K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$2K – – –
BCA
217
Berman Capital Advisors
Georgia
$2K +$156 +20 +8%
APA
218
American Portfolios Advisors
New York
$1.47K +$1.47K +136 New
VCM
219
Versant Capital Management
Arizona
$1K -$500 -72 -33%
EARNEST Partners
220
EARNEST Partners
Georgia
$1K – – –
BWM
221
BerganKDV Wealth Management
Minnesota
$1K – – –
LPWM
222
Lake Point Wealth Management
Texas
$1K – – –
HWM
223
HighMark Wealth Management
Minnesota
$1K +$24 +4 +3%
FWM
224
Filbrandt Wealth Management
Wisconsin
$1K +$1K +60 New
IA
225
IFP Advisors
Florida
$1K +$1K +60 New
7 8
9
10 11