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Interactive Brokers
IBKR

Overview Fund Activity

281 hedge funds and large institutions have $4.71B invested in Interactive Brokers in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
281
Holders Change
+15
Holders Change %
+5.64%
% of All Funds
4.99%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
45
Increased
107
Reduced
83
Closed
28
Calls
$45.4M
Puts
$36.6M
Net Calls
+$8.78M
Net Calls Change
+$21.1M

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$610M
2
AP
2
Antipodes Partners
Australia
$35M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$447M
4
SC
4
Samlyn Capital
New York
$34.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$33.3M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$255M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
CIA
3
Caledonia Investments (Australia)
Australia
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.5M
5
AIM
5
ARK Investment Management
Florida
$251K
Name Market Value Shares Shares
Change 		Shares
Change %
VCG
251
Vantage Consulting Group
Virginia
$17K 277 +277 New
ATC
252
Adirondack Trust Company
New York
$15K 250 – –
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$15K 240 +16 +7%
QCG
254
Quadrant Capital Group
Ohio
$11K 184 – –
IAIM
255
International Assets Investment Management
Florida
$11K 185 +185 New
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$9K 149 +110 +282%
M
257
MOTCO
Texas
$9K 145 +145 New
HWA
258
Heritage Wealth Advisors
Virginia
$9K 150 +150 New
AIG
259
American International Group
New York
$8.87K 145,669 +848 +0.6%
SL
260
Savior LLC
Massachusetts
$8K 135 – –
ICP
261
Interchange Capital Partners
Pennsylvania
$8K 147 +147 New
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$7K 104 – –
BCA
263
Berman Capital Advisors
Georgia
$7K 127 +76 +149%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$5K 75 – –
SPIA
265
Steward Partners Investment Advisory
New York
$3K 53 – –
HWM
266
HighMark Wealth Management
Minnesota
$3K 41 – –
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$3K 55 +36 +189%
ONST
268
Old North State Trust
North Carolina
$3K 52 +52 New
HNB
269
Huntington National Bank
Ohio
$2K 37 – –
EARNEST Partners
270
EARNEST Partners
Georgia
$2K 33 – –
MAM
271
Meeder Asset Management
Ohio
$2K 34 – –
NFG
272
Next Financial Group
Texas
$1K 18 -1,055 -98%
ASN
273
Advisory Services Network
Georgia
$1K 10 – –
PO
274
Private Ocean
California
$1K 14 – –
BWM
275
BerganKDV Wealth Management
Minnesota
$1K 13 – –
9 10
11
12 13