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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $5.9B invested in Interactive Brokers in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 94 reducing their positions, and 49 closing their positions.

Holders
339
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.86%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
46
Increased
159
Reduced
94
Closed
49
Calls
$29.8M
Puts
$24.8M
Net Calls
+$4.93M
Net Calls Change
-$16M

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$325M
2
BlackRock
2
BlackRock
New York
$534M
3
ABI
3
Abrams Bison Investments
Maryland
$55.6M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$577M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$358M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$204M
3
AP
3
Antipodes Partners
Australia
$57.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$56.5M
5
ACL
5
Azora Capital LP
Florida
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
201
Wellington Management Group
Massachusetts
$621K 9,704 -4,351 -31%
Wolverine Trading
202
Wolverine Trading
Illinois
$617K 9,593 +9,593 New
SEC
203
Seven Eight Capital
New York
$602K 9,424 +9,424 New
SAM
204
Securian Asset Management
Minnesota
$600K 9,391 +1,419 +18%
PWS
205
Precision Wealth Strategies
Missouri
$570K 7,484 -1,410 -16%
II
206
Ibex Investors
Colorado
$543K 8,500 +2,900 +52%
FF
207
FourThought Financial
Florida
$516K 8,078 +1,387 +21%
CGH
208
Crossmark Global Holdings
Texas
$498K 7,803 +143 +2%
EWA
209
EverSource Wealth Advisors
Alabama
$497K 7,777 -986 -11%
CM
210
Capula Management
Cayman Islands
$492K 7,700 +7,700 New
CM
211
Crestline Management
Texas
$490K 7,674 -22,250 -74%
NI
212
Noked Israel
Israel
$488K 7,637 -16,383 -68%
CAAS
213
Capital Asset Advisory Services
Michigan
$487K 7,625 -4,000 -34%
American Century Companies
214
American Century Companies
Missouri
$482K 7,536 -138 -2%
CDH
215
Charles D. Hyman
$457K 7,158 – –
MAM
216
Mystic Asset Management
Rhode Island
$456K 7,150 – –
TRCT
217
Tower Research Capital (TRC)
New York
$452K 7,078 +1,554 +28%
IWA
218
Intercontinental Wealth Advisors
Texas
$428K 6,702 +127 +2%
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$419K 6,563 +697 +12%
GCP
220
GSA Capital Partners
United Kingdom
$404K 6,329 -21,252 -77%
HWMA
221
Heritage Wealth Management (Arizona)
Arizona
$389K 6,082 +237 +4%
MPPW
222
Mitchell & Pahl Private Wealth
Oklahoma
$375K 5,875 +497 +9%
II
223
Inspire Investing
Idaho
$373K 5,837 -833 -12%
HighTower Advisors
224
HighTower Advisors
Illinois
$368K 5,775 +1,133 +24%
Creative Planning
225
Creative Planning
Kansas
$358K 5,594 +5,594 New
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