Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
IBKR - Interactive Brokers Group Inc Stock Price, Fair Value and News
123.82
USD
+2.00
(+1.64%)
Delayed
Watchlist
Share
Stock
/
IBKR
/
Funds-Owners-Holders
Which funds bought or sold IBKR recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
102,059
2024-05-16
Ancora Advisors LLC
NEW
Premium
Premium
Premium
Premium
30.00
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
5,612
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
42,627
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
28,225
2024-05-16
SkyView Investment Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
34,414
2024-05-16
COMERICA BANK
ADDED
Premium
Premium
Premium
Premium
53,436
2024-05-15
SOROS FUND MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
237,454
2024-05-15
D. E. Shaw & Co., Inc.
REDUCED
Premium
Premium
Premium
Premium
70,955
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
108,977
2024-05-15
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
115,418
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
218,181
2024-05-15
Royal Bank of Canada
ADDED
Premium
Premium
Premium
Premium
603,480
2024-05-15
SHELTON CAPITAL MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
4,816
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
REDUCED
Premium
Premium
Premium
Premium
39,938
2024-05-15
BAMCO INC /NY/
ADDED
Premium
Premium
Premium
Premium
764,968
2024-05-15
Voya Investment Management LLC
ADDED
Premium
Premium
Premium
Premium
1,479,780
2024-05-15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
ADDED
Premium
Premium
Premium
Premium
1,112
2024-05-15
WEDBUSH SECURITIES INC
NEW
Premium
Premium
Premium
Premium
3,816
2024-05-15
NOMURA HOLDINGS INC
NEW
Premium
Premium
Premium
Premium
137,581
2024-05-15
TWO SIGMA INVESTMENTS, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
MILLENNIUM MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
77,728
2024-05-15
ALGERT GLOBAL LLC
REDUCED
Premium
Premium
Premium
Premium
15,088
2024-05-15
Laffer Tengler Investments, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Graham Capital Management, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
All
1–25 of 577
Which funds are the top buyers of IBKR?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
9,677,460
1,081,070,000
0.02%
BlackRock Inc.
9,091,280
1,015,590,000
0.02%
Orbis Allan Gray Ltd
7,129,750
796,464,000
4.77%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
5,137,620
573,923,000
1.33%
JPMORGAN CHASE & CO
3,702,770
413,636,000
0.04%
Cantillon Capital Management LLC
3,655,700
408,379,000
2.57%
STATE STREET CORP
3,190,380
356,397,000
0.02%
Greenwich Wealth Management LLC
2,971,330
331,928,000
26.44%
Egerton Capital (UK) LLP
2,823,700
315,435,000
3.05%
MARSHALL WACE, LLP
2,025,230
226,239,000
0.34%
Rows per page:
10
1–10 of 91
Which funds have put a big percent of portfolio in IBKR?
Fund Name
$ Value
% Port.
Greenwich Wealth Management LLC
331,928,000
26.44%
Oakcliff Capital Partners, LP
33,808,700
20.26%
BROOKTREE CAPITAL MANAGEMENT
16,966,000
13.09%
Ancient Art, L.P.
61,459,900
12.42%
RV Capital AG
34,624,200
9.25%
Lansing Management LP
8,666,800
8.42%
ABRAMS BISON INVESTMENTS, LLC
90,820,200
8.11%
Bronte Capital Management Pty Ltd.
94,107,300
7.68%
FIRETRAIL INVESTMENTS PTY LTD
8,552,290
7.04%
Hudson Way Capital Management LLC
36,977,900
6.75%
Rows per page:
10
1–10 of 96
Trend of No. of funds that hold IBKR
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Egerton Capital (UK) LLP
315,435,000
Junto Capital Management LP
53,290,600
SCOUT INVESTMENTS, INC.
18,335,400
Governors Lane LP
15,665,200
NOMURA HOLDINGS INC
15,369,200
Alyeska Investment Group, L.P.
12,477,800
Full18 Capital LLC
9,307,000
Crawford Fund Management, LLC
7,395,200
Additions
Fund Name
% Increased
Voya Investment Management LLC
10,089
Steward Partners Investment Advisory, LLC
2,918
PICTET ASSET MANAGEMENT SA
2,885
AdvisorNet Financial, Inc
1,862
SCOTIA CAPITAL INC.
1,162
NISA INVESTMENT ADVISORS, LLC
1,063
Versant Capital Management, Inc
910
CITIGROUP INC
652
Reductions
Fund Name
% Reduced
Assenagon Asset Management S.A.
-95.35
EntryPoint Capital, LLC
-95.31
IFP Advisors, Inc
-94.59
Qube Research & Technologies Ltd
-94.29
NATIONAL BANK OF CANADA /FI/
-85.15
Cutler Group LLC / CA
-83.17
Man Group plc
-80.91
OSAIC HOLDINGS, INC.
-80.48
Sold off
Fund Name
$ Sold
NORGES BANK
-97,475,600
Holocene Advisors, LP
-58,204,100
Select Equity Group, L.P.
-20,063,600
Bridgewater Associates, LP
-15,344,600
Marshall Wace North America L.P.
-12,829,000
Unisphere Establishment
-10,155,200
NATIXIS
-6,567,090
Susquehanna Portfolio Strategies, LLC
-5,318,450