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Interactive Brokers
IBKR

Overview Fund Activity

266 hedge funds and large institutions have $3.27B invested in Interactive Brokers in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
266
Holders Change
+14
Holders Change %
+5.56%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
44
Increased
85
Reduced
83
Closed
30
Calls
$25.6M
Puts
$37.9M
Net Calls
-$12.3M
Net Calls Change
+$9.89M

Top Buyers

1
TP
1
Thunderbird Partners
United Kingdom
$74M
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$65.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$327M
4
MWA
4
Marshall Wace Asia
Hong Kong
$33.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.7M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$258M
2
BTP
2
Bloom Tree Partners
New York
$0
3
Select Equity Group
3
Select Equity Group
New York
$97.3M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$56.2M
5
NAMA
5
Nikko Asset Management Americas
New York
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$252K 5,023 +2 +0%
FPS
202
Fieldpoint Private Securities
Connecticut
$250K 5,180 +180 +4%
VF
203
Virtu Financial
New York
$238K 4,916 +4,916 New
DIA
204
Dana Investment Advisors
Wisconsin
$236K 4,888 +8 +0.2%
SCM
205
Shelton Capital Management
Colorado
$226K 4,672 +4,672 New
LA
206
LVW Advisors
New York
$210K 4,342 +4,342 New
CAAS
207
Capital Asset Advisory Services
Michigan
$206K 4,264 -216 -5%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$202K 4,179 +4,179 New
TRCT
209
Tower Research Capital (TRC)
New York
$186K 3,845 -3,513 -48%
Macquarie Group
210
Macquarie Group
Australia
$127K 2,625 – –
CA
211
Crewe Advisors
Utah
$123K 2,548 – –
SG Americas Securities
212
SG Americas Securities
New York
$122K 2,517 -36,464 -94%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$122K 2,514 -247 -9%
PAM
214
Panagora Asset Management
Massachusetts
$106K 2,200 – –
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$73K 1,553 – –
FC
216
FORA Capital
Florida
$71K 1,462 +1,462 New
MI
217
Markston International
New York
$68K 1,400 – –
NFG
218
Next Financial Group
Texas
$52K 1,073 +1,073 New
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$48K 1,000 +1,000 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$46K 948 +948 New
C
221
Cerebellum
California
$41K 856 +856 New
CTC
222
Central Trust Company
Missouri
$36K 735 +335 +84%
AAMU
223
Amundi Asset Management US
Massachusetts
$30K 620 – –
NIPH
224
NN Investment Partners Holdings
Netherlands
$29K 600 +600 New
Toronto Dominion Bank
225
Toronto Dominion Bank
Ontario, Canada
$25K 510 +130 +34%
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9
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