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Interactive Brokers
IBKR

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Interactive Brokers in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
4.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
29
Increased
56
Reduced
52
Closed
18
Calls
$22.4M
Puts
$38M
Net Calls
-$15.6M
Net Calls Change
-$4.9M

Top Buyers

1
KM
1
Kylin Management
New York
$77.1M
2
EIP
2
Epoch Investment Partners
New York
$35.4M
3
ACM
3
Apex Capital Management
Ohio
$13.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.6M
5
BIT
5
BlackRock Institutional Trust
California
$26.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.93M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$18.1M
3
RIM
3
RS Investment Management
California
$81M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$164M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$164M 6,758,085 -359,585 -5%
RIM
2
RS Investment Management
California
$81M 3,328,667 -364,171 -10%
KM
3
Kylin Management
New York
$77.1M 3,165,595 +2,831,695 +848%
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.6M 2,982,668 +220,785 +8%
AA
5
Ancient Art
Texas
$70.1M 2,881,002 – –
BFA
6
BlackRock Fund Advisors
California
$51.4M 2,111,660 +199,218 +10%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$42.3M 1,736,264 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.1M 1,566,274 +108,763 +7%
EIP
9
Epoch Investment Partners
New York
$35.4M 1,453,741 +1,188,981 +449%
BIT
10
BlackRock Institutional Trust
California
$26.4M 1,085,355 +204,477 +23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.5M 842,257 -47,685 -5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$18.1M 744,937 -562,796 -43%
State Street
13
State Street
Massachusetts
$17.3M 711,028 -130,433 -16%
Ameriprise
14
Ameriprise
Minnesota
$16.1M 659,878 -171,736 -21%
Renaissance Technologies
15
Renaissance Technologies
New York
$15.5M 634,800 +190,900 +43%
ACM
16
Apex Capital Management
Ohio
$13.7M 562,673 +562,673 New
MC
17
MSF Capital
New York
$10.1M 415,294 -30,372 -7%
CCMH
18
Cornerstone Capital Management Holdings
New York
$9.16M 376,200 -21,263 -5%
Norges Bank
19
Norges Bank
Norway
$9.06M 372,338 – –
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$7.61M 308,683 +43,500 +16%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.1M 291,632 +18,248 +7%
LG
22
Leuthold Group
Minnesota
$6.94M 284,917 +49,401 +21%
BIM
23
Bogle Investment Management
Massachusetts
$6.88M 282,470 +68,383 +32%
Morgan Stanley
24
Morgan Stanley
New York
$6.83M 280,535 -204,184 -42%
Deutsche Bank
25
Deutsche Bank
Germany
$6.38M 261,950 -39,045 -13%
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