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Interactive Brokers
IBKR

Overview Fund Activity

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.

Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
5.64%
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
1
Kayne Anderson Rudnick Investment Management
California
$613M
2
SC
2
Samlyn Capital
New York
$111M
3
PI
3
Putnam Investments
Massachusetts
$54M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$60.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.6M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$641M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.57M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
NAMA
4
Nikko Asset Management Americas
New York
$0
5
BCM
5
Bronte Capital Management
Australia
$62.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SEC
226
Seven Eight Capital
New York
$326K 5,350 – –
WCM
227
Weld Capital Management
New York
$321K 4,394 +4,394 New
LIA
228
LS Investment Advisors
Michigan
$319K 4,361 -768 -15%
MFS
229
Mirabella Financial Services
United Kingdom
$288K 3,938 +3,938 New
AB
230
Amalgamated Bank
New York
$278K 3,803 -155 -4%
URS
231
Utah Retirement Systems
Utah
$278K 3,800 – –
AO
232
Advisor OS
Illinois
$277K 3,809 +3,809 New
PAM
233
Panagora Asset Management
Massachusetts
$271K 3,706 +1,506 +68%
IWA
234
Intercontinental Wealth Advisors
Texas
$265K 3,628 +3,628 New
HTC
235
Haverford Trust Company
Pennsylvania
$258K 3,530 – –
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$251K 3,432 +3,432 New
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$244K 3,340 -1 -0%
OC
238
Oppenheimer & Co
New York
$241K 3,300 -13,100 -80%
MCM
239
MAI Capital Management
Ohio
$238K 3,261 +3,261 New
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$231K 3,165 +55 +2%
AIM
241
ARK Investment Management
Florida
$219K 3,002 -1,111 -27%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$219K 3,002 +2,467 +461%
MML Investors Services
243
MML Investors Services
Massachusetts
$219K 2,995 +2,995 New
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$214K 2,928 +2,928 New
KAS
245
Kestra Advisory Services
Texas
$212K 2,897 +2,897 New
Bank Julius Baer & Co
246
Bank Julius Baer & Co
Switzerland
$212K 2,907 +2,907 New
PI
247
PEAK6 Investments
Illinois
$210K 2,877 -10,450 -78%
ACM
248
AlphaCrest Capital Management
New York
$204K 2,799 -968 -26%
WAM
249
World Asset Management
Michigan
$203K 2,834 +2,834 New
AAM
250
Aureus Asset Management
Massachusetts
$202K 2,772 +2,772 New
8 9
10
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