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Interactive Brokers
IBKR

Overview Fund Activity

216 hedge funds and large institutions have $2.05B invested in Interactive Brokers in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.33%
New
45
Increased
64
Reduced
66
Closed
21
Calls
$15M
Puts
$12.7M
Net Calls
+$2.24M
Net Calls Change
+$2.75M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$153M
2
HWCM
2
Hudson Way Capital Management
Texas
$16.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.2M

Top Sellers

1
KM
1
Kylin Management
New York
$27.4M
2
PC
2
Passport Capital
California
$36.4M
3
Charles Schwab
3
Charles Schwab
California
$5.99M
4
AVC
4
Arlington Value Capital
Utah
$68M
5
American Century Companies
5
American Century Companies
Missouri
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M 5,501,512 +312,009 +6%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$201M 5,499,239 -101,309 -2%
BFA
3
BlackRock Fund Advisors
California
$153M 4,181,085 +583,203 +16%
AA
4
Ancient Art
Texas
$121M 3,301,252 -17,121 -0.5%
BCM
5
Bares Capital Management
Texas
$118M 3,226,519 +33,388 +1%
American Century Companies
6
American Century Companies
Missouri
$105M 2,885,794 -159,009 -5%
TGHSA
7
TPG Group Holdings (SBS) Advisors
Texas
$70.6M 1,932,713 +37,890 +2%
AVC
8
Arlington Value Capital
Utah
$68M 1,862,419 -259,571 -12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$66.8M 1,829,766 +67,801 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
10
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.3M 1,597,544 – –
BIT
11
BlackRock Institutional Trust
California
$58.2M 1,594,174 +48,071 +3%
AIM
12
Assured Investment Management
New York
$57.1M 1,565,248 -67,239 -4%
CWAM
13
Columbia Wanger Asset Management
Illinois
$42M 1,151,473 +220,157 +24%
EA
14
Echinus Advisors
New York
$41.6M 1,139,765 – –
State Street
15
State Street
Massachusetts
$39M 1,067,063 +75,971 +8%
RCG
16
Ruane, Cunniff & Goldfarb
New York
$36.6M 1,001,923 – –
PC
17
Passport Capital
California
$36.4M 997,348 -622,652 -38%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$28.5M 779,682 -147,433 -16%
KM
19
Kylin Management
New York
$27.4M 750,100 -1,216,778 -62%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$27.1M 743,300 -81,440 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.4M 722,187 +68,074 +10%
GPC
22
Guardian Point Capital
Virginia
$21.9M 600,000 – –
Norges Bank
23
Norges Bank
Norway
$19.8M 541,550 +68,041 +14%
Northern Trust
24
Northern Trust
Illinois
$19.5M 535,445 +6,072 +1%
Principal Financial Group
25
Principal Financial Group
Iowa
$18.2M 498,559 -6,315 -1%
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