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Interactive Brokers
IBKR

320 hedge funds and large institutions have $5.77B invested in Interactive Brokers in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 28

23% more capital invested

Capital invested by funds: $4.71B → $5.77B (+$1.06B)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

14% more funds holding

Funds holding: 281 → 320 (+39)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

7.48% more ownership

Funds ownership: 341.28% → 348.76% (+7.5%)

51% less call options, than puts

Call options by funds: $53.3M | Put options by funds: $109M

Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
5.62%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
69
Increased
110
Reduced
94
Closed
28
Calls
$53.3M
Puts
$109M
Net Calls
-$55.8M
Net Calls Change
-$64.6M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$76.7M
2
SC
Samlyn Capital
New York
+$68.1M
3
PI
Putnam Investments
Massachusetts
+$53.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$48.8M
5
Goldman Sachs
Goldman Sachs
New York
+$47.6M

Top Sellers

1
GWM
Greenwich Wealth Management
Connecticut
-$88.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$82.9M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$70.2M
4
NAMA
Nikko Asset Management Americas
New York
-$66.1M
5
BCM
Bronte Capital Management
Australia
-$31.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
226
Seven Eight Capital
New York
$326K – – –
WCM
227
Weld Capital Management
New York
$321K +$317K +17,576 New
LIA
228
LS Investment Advisors
Michigan
$319K -$55.3K -3,072 -15%
MFS
229
Mirabella Financial Services
United Kingdom
$288K +$284K +15,752 New
AB
230
Amalgamated Bank
New York
$278K -$11.2K -620 -4%
URS
231
Utah Retirement Systems
Utah
$278K – – –
AO
232
Advisor OS
Illinois
$277K +$275K +15,236 New
PAM
233
Panagora Asset Management
Massachusetts
$271K +$109K +6,024 +68%
IWA
234
Intercontinental Wealth Advisors
Texas
$265K +$261K +14,512 New
HTC
235
Haverford Trust Company
Pennsylvania
$258K – – –
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$251K +$247K +13,728 New
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$244K -$72 -4 -0%
OC
238
Oppenheimer & Co
New York
$241K -$944K -52,400 -80%
MCM
239
MAI Capital Management
Ohio
$238K +$235K +13,044 New
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$231K +$3.96K +220 +2%
AIM
241
ARK Investment Management
Florida
$219K -$80.1K -4,444 -27%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$219K +$178K +9,868 +461%
MML Investors Services
243
MML Investors Services
Massachusetts
$219K +$216K +11,980 New
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$214K +$211K +11,712 New
KAS
245
Kestra Advisory Services
Texas
$212K +$209K +11,588 New
Bank Julius Baer & Co
246
Bank Julius Baer & Co
Switzerland
$212K +$210K +11,628 New
PI
247
PEAK6 Investments
Illinois
$210K -$753K -41,800 -78%
ACM
248
AlphaCrest Capital Management
New York
$204K -$69.8K -3,872 -26%
WAM
249
World Asset Management
Michigan
$203K +$204K +11,336 New
AAM
250
Aureus Asset Management
Massachusetts
$202K +$200K +11,088 New
8 9
10
11 12

IBKR Hedge Fund Activity: Q1 2021 in Review

320 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2021, worth a combined $5.77B — up 23% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IBKR positions and 28 closed out — a net gain of 41 holders — while 110 added to existing stakes and 94 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $76.7M. The largest seller was Greenwich Wealth Management, cutting an estimated $88.7M.

  • 320 institutional investors held Interactive Brokers (IBKR) as of Q1 2021, up from 281 in Q4 2020.
  • Funds reported $5.77B of Interactive Brokers stock for Q1 2021, up 23% quarter-over-quarter.
  • 69 funds opened new Interactive Brokers positions in Q1 2021 and 28 closed out, a net change of +41 holders.
  • The largest Interactive Brokers buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $76.7M added.
  • The largest Interactive Brokers seller in Q1 2021 was Greenwich Wealth Management, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2021.