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Interactive Brokers
IBKR

Overview Fund Activity

156 hedge funds and large institutions have $955M invested in Interactive Brokers in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 21 closing their positions.

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
22
Increased
53
Reduced
61
Closed
21
Calls
$9.78M
Puts
$16.8M
Net Calls
-$7M
Net Calls Change
+$8.57M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$57.5M
2
KM
2
Kylin Management
New York
$89.3M
3
Millennium Management
3
Millennium Management
New York
$22.8M
4
BIT
4
BlackRock Institutional Trust
California
$33.2M
5
AA
5
Ancient Art
Texas
$68.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.77M
3
LG
3
Leuthold Group
Minnesota
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M
5
ARC
5
Absolute Return Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M 5,951,058 -807,027 -12%
KM
2
Kylin Management
New York
$89.3M 4,123,164 +957,569 +30%
RIM
3
RS Investment Management
California
$69.4M 3,204,118 -124,549 -4%
AA
4
Ancient Art
Texas
$68.5M 3,159,193 +278,191 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$68.1M 3,141,923 +159,255 +5%
EIP
6
Epoch Investment Partners
New York
$57.5M 2,654,292 +1,200,551 +83%
BFA
7
BlackRock Fund Advisors
California
$47.9M 2,208,838 +97,178 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.8M 1,792,646 +226,372 +14%
RCG
9
Ruane, Cunniff & Goldfarb
New York
$37.6M 1,736,264 – –
BIT
10
BlackRock Institutional Trust
California
$33.2M 1,531,967 +446,612 +41%
Millennium Management
11
Millennium Management
New York
$22.8M 1,051,414 +810,616 +337%
State Street
12
State Street
Massachusetts
$17.2M 794,406 +83,378 +12%
ACM
13
Apex Capital Management
Ohio
$12.9M 594,435 +31,762 +6%
Ameriprise
14
Ameriprise
Minnesota
$12.4M 573,658 -86,220 -13%
Renaissance Technologies
15
Renaissance Technologies
New York
$11.3M 522,031 -112,769 -18%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$10.3M 474,526 -270,411 -36%
MC
17
MSF Capital
New York
$9.76M 450,264 +34,970 +8%
CCMH
18
Cornerstone Capital Management Holdings
New York
$9.32M 429,843 +53,643 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.77M 404,634 -437,623 -52%
PPA
20
Parametric Portfolio Associates
Washington
$8.21M 378,900 +160,200 +73%
Norges Bank
21
Norges Bank
Norway
$8.07M 372,338 – –
Charles Schwab
22
Charles Schwab
California
$7.34M 338,513 +119,566 +55%
BIM
23
Bogle Investment Management
Massachusetts
$6.8M 313,822 +31,352 +11%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.52M 300,833 +9,201 +3%
Morgan Stanley
25
Morgan Stanley
New York
$6.09M 281,057 +522 +0.2%
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