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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
201
TD Asset Management
Ontario, Canada
$1.51M 18,335 -679 -4%
IWS
202
Insight Wealth Strategies
California
$1.5M 18,169 +103 +0.6%
SGI
203
Summit Global Investments
Utah
$1.47M 17,826 -17,913 -50%
APG Asset Management
204
APG Asset Management
Netherlands
$1.46M 19,200 +19,200 New
UCI
205
Uncommon Cents Investing
Wisconsin
$1.43M 17,325 – –
Natixis Advisors
206
Natixis Advisors
Massachusetts
$1.39M 16,838 +3,601 +27%
TRSOTSOK
207
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M 16,480 – –
POIA
208
Pin Oak Investment Advisors
Texas
$1.34M 16,165 -250 -2%
CP
209
Cumberland Partners
Ontario, Canada
$1.32M 16,000 -1,500 -9%
Walleye Trading
210
Walleye Trading
New York
$1.31M 15,862 -11,135 -41%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$1.3M 15,786 -341,985 -96%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$1.25M 15,113 +10,106 +202%
VRS
213
Virginia Retirement Systems
Virginia
$1.21M 14,600 +14,600 New
CP
214
CenterBook Partners
Connecticut
$1.19M 14,415 -3,239 -18%
IAN
215
Integrated Advisors Network
Texas
$1.18M 14,310 +71 +0.5%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$1.17M 14,176 -222 -2%
QT
217
Quantbot Technologies
New York
$1.16M 14,058 -40,185 -74%
FA
218
FDx Advisors
Illinois
$1.15M 15,954 – –
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$1.15M 13,901 +1,142 +9%
PCM
220
Palouse Capital Management
Washington
$1.12M 13,622 -3,869 -22%
Vontobel Holding
221
Vontobel Holding
Switzerland
$1.12M 13,599 -5,755 -30%
VI
222
Vestcor Inc
New Brunswick, Canada
$1.1M 13,317 +9,154 +220%
VOYA Investment Management
223
VOYA Investment Management
Georgia
$1.1M 13,281 +993 +8%
X
224
Xponance
Pennsylvania
$1.1M 13,272 +30 +0.2%
ADIM
225
Alpha DNA Investment Management
Maryland
$1.07M 12,979 +12,979 New
7 8
9
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