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Interactive Brokers
IBKR

Overview Fund Activity

249 hedge funds and large institutions have $3.51B invested in Interactive Brokers in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
42
Increased
79
Reduced
87
Closed
58
Calls
$24.5M
Puts
$30.7M
Net Calls
-$6.22M
Net Calls Change
-$8.52M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$58.5M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41.5M
3
Select Equity Group
Select Equity Group
New York
+$40.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$37.2M
5
BTP
Bloom Tree Partners
New York
+$28.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$19.9M
3
NAMA
Nikko Asset Management Americas
New York
-$19.6M
4
AVC
Arlington Value Capital
Utah
-$19.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Bares Capital Management
Texas
$379M +$58.5M +4,285,152 +18%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$371M +$24.5M +1,799,236 +7%
BlackRock
3
BlackRock
New York
$356M -$951K -69,572 -0.3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$309M +$41.5M +3,038,656 +16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$259M +$37.2M +2,724,556 +17%
CCM
6
Cantillon Capital Management
New York
$144M +$1.29M +94,380 +0.9%
EA
7
Echinus Advisors
New York
$118M +$10.9M +796,876 +10%
Select Equity Group
8
Select Equity Group
New York
$110M +$40.1M +2,934,560 +58%
State Street
9
State Street
Massachusetts
$93.5M -$10.5M -769,304 -10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$90.9M +$11.1K +812 +0%
AA
11
Ancient Art
Texas
$88.5M +$8.22M +601,828 +10%
AVC
12
Arlington Value Capital
Utah
$72.8M -$19.1M -1,399,172 -21%
TGHSA
13
TPG Group Holdings (SBS) Advisors
Texas
$60M +$8.87M +648,860 +17%
NAMA
14
Nikko Asset Management Americas
New York
$52.4M -$19.6M -1,434,560 -27%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$51.3M -$1.35M -99,072 -3%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$51.1M -$19.1M -1,434,560 -27%
O
17
OppenheimerFunds
New York
$45M +$8.42M +616,448 +23%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$39.7M +$15.8M +1,155,564 +66%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$39.1M -$3.14M -230,120 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$36.3M -$137K -9,996 -0.4%
Northern Trust
21
Northern Trust
Illinois
$31.5M +$228K +16,696 +0.7%
GWM
22
Greenwich Wealth Management
Connecticut
$30.6M +$535K +39,168 +2%
BTP
23
Bloom Tree Partners
New York
$28.3M +$28.3M +2,070,992 New
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.3M – – –
BCM
25
Bronte Capital Management
Australia
$24.4M +$24.4M +1,786,640 New
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