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Interactive Brokers
IBKR

Overview Fund Activity

423 hedge funds and large institutions have $7.61B invested in Interactive Brokers in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 61 closing their positions.

Holders
423
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
56
Increased
146
Reduced
154
Closed
61
Calls
$38.9M
Puts
$52.3M
Net Calls
-$13.3M
Net Calls Change
-$1.04M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$677M
2
CFM
2
Coronation Fund Managers
South Africa
$77.3M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$203M
4
CM
4
Cercano Management
Washington
$29.2M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$29.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.26M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$1.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
SC
4
Samlyn Capital
New York
$43.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$1.35M 16,119 +333 +2%
Citigroup
202
Citigroup
New York
$1.33M 16,042 +5,071 +46%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$1.28M 15,413 +1,512 +11%
POIA
204
Pin Oak Investment Advisors
Texas
$1.23M 14,790 -1,375 -9%
TRCT
205
Tower Research Capital (TRC)
New York
$1.21M 14,607 +9,609 +192%
Credit Agricole
206
Credit Agricole
France
$1.21M 14,516 -5,955 -29%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$1.18M 14,196 +915 +7%
ETC
208
Exchange Traded Concepts
Oklahoma
$1.17M 14,091 +5,237 +59%
Voloridge Investment Management
209
Voloridge Investment Management
Florida
$1.16M 14,020 -68,441 -83%
Vontobel Holding
210
Vontobel Holding
Switzerland
$1.13M 13,599 – –
VI
211
Vestcor Inc
New Brunswick, Canada
$1.11M 13,317 – –
PCM
212
Palouse Capital Management
Washington
$1.06M 12,772 -850 -6%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$1.06M 12,766 -1,410 -10%
AO
214
Advisor OS
Illinois
$1.06M 12,750 +772 +6%
X
215
Xponance
Pennsylvania
$1.03M 12,429 -843 -6%
VPIM
216
Vanguard Personalized Indexing Management
California
$1.02M 12,279 -57 -0.5%
ISWM
217
Independent Solutions Wealth Management
New York
$1.01M 12,181 +1,270 +12%
TI
218
Tidal Investments
Wisconsin
$961K 11,569 +8,483 +275%
WP
219
WealthSource Partners
California
$949K 11,425 +268 +2%
Citadel Advisors
220
Citadel Advisors
Florida
$941K 11,330 -463,261 -98%
FA
221
FDx Advisors
Illinois
$935K 11,256 -4,698 -29%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$894K 10,765 – –
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$885K 10,657 -22,535 -68%
PWG
224
Portside Wealth Group
Utah
$860K 10,348 +10,348 New
LCM
225
Lynwood Capital Management
Ontario, Canada
$831K 10,000 +10,000 New
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9
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