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Interactive Brokers
IBKR

Overview Fund Activity

347 hedge funds and large institutions have $5.73B invested in Interactive Brokers in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 101 reducing their positions, and 43 closing their positions.

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
54
Increased
144
Reduced
101
Closed
43
Calls
$33.8M
Puts
$17.4M
Net Calls
+$16.4M
Net Calls Change
+$29.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$90.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.2M
3
PWAM
3
Park West Asset Management
California
$57.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$548M
5
AP
5
Antipodes Partners
Australia
$71M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$246M
2
BCM
2
Bares Capital Management
Texas
$264M
3
TP
3
Thunderbird Partners
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
EMG
201
ETF Managers Group
New Jersey
$643K 9,544 +172 +2%
MAM
202
Mystic Asset Management
Rhode Island
$636K 9,650 – –
AO
203
Advisor OS
Illinois
$636K 9,639 +1,070 +12%
PVH
204
Psagot Value Holdings
Israel
$625K 9,480 +9,480 New
SG Americas Securities
205
SG Americas Securities
New York
$624K 9,471 -267 -3%
X
206
Xponance
Pennsylvania
$624K 9,475 -162 -2%
GTCM
207
Gyon Technologies Capital Management
New Jersey
$617K 9,355 +5,912 +172%
DIA
208
Dana Investment Advisors
Wisconsin
$616K 9,341 -3,837 -29%
LA
209
LVW Advisors
New York
$613K 9,300 -809 -8%
EWA
210
EverSource Wealth Advisors
Alabama
$570K 8,650 +4,670 +117%
GI
211
GAMCO Investors
Connecticut
$547K 8,300 +2,200 +36%
CGH
212
Crossmark Global Holdings
Texas
$539K 8,181 +421 +5%
PWS
213
Precision Wealth Strategies
Missouri
$536K 8,139 -810 -9%
Prudential Financial
214
Prudential Financial
New Jersey
$520K 7,897 -766 -9%
SAM
215
Securian Asset Management
Minnesota
$516K 7,833 – –
CTC
216
Central Trust Company
Missouri
$513K 7,784 -2,540 -25%
ASN
217
Advisory Services Network
Georgia
$511K 7,765 +7,765 New
YMRC
218
Yorktown Management & Research Company
Virginia
$478K 7,250 – –
CDH
219
Charles D. Hyman
$472K 7,158 – –
DS
220
DRW Securities
Illinois
$461K 7,000 +7,000 New
IWA
221
Intercontinental Wealth Advisors
Texas
$440K 6,672 +66 +1%
MS
222
Maven Securities
Jersey
$439K 6,661 -8,500 -56%
Amundi
223
Amundi
France
$437K 6,840 -1,077 -14%
II
224
Inspire Investing
Idaho
$435K 6,595 -177 -3%
BFM
225
Boothbay Fund Management
New York
$435K 6,595 +6,595 New
7 8
9
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