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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
CA
251
Crewe Advisors
Utah
$186K – – –
NC
252
NewSquare Capital
Pennsylvania
$185K +$183K +10,140 New
AII
253
AGF Investments Inc
Ontario, Canada
$177K -$87.6K -4,860 -33%
Macquarie Group
254
Macquarie Group
Australia
$148K -$43K -2,388 -23%
GWM
255
Geneos Wealth Management
Colorado
$144K +$13.8K +764 +10%
SOW
256
State of Wyoming
Wyoming
$123K +$121K +6,712 New
EDRH
257
Edmond de Rothschild Holding
Switzerland
$121K +$120K +6,640 New
DekaBank Deutsche Girozentrale
258
DekaBank Deutsche Girozentrale
Germany
$111K – – –
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$108K +$108K +6,000 New
WAM
260
Wolverine Asset Management
Illinois
$107K -$1.54M -85,564 -94%
SWM
261
Spire Wealth Management
Virginia
$104K +$103K +5,712 New
MI
262
Markston International
New York
$102K – – –
GLLW
263
Graves Light Lenhart Wealth
Virginia
$96K +$30.1K +1,668 +47%
Walleye Trading
264
Walleye Trading
New York
$86K -$1.18M -65,448 -93%
AAMU
265
Amundi Asset Management US
Massachusetts
$79K – – –
EVM
266
Eaton Vance Management
Massachusetts
$75K +$73.7K +4,088 New
DZ Bank
267
DZ Bank
Germany
$73K – – –
KTC
268
Kistler-Tiffany Companies
Pennsylvania
$73K – – –
WWM
269
Wolff Wiese Magana
California
$65K +$1.3K +72 +2%
HWMA
270
Heritage Wealth Management (Arizona)
Arizona
$61K +$60.5K +3,356 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$57K +$56.4K +3,132 New
Twin Tree Management
272
Twin Tree Management
Texas
$56K -$7.65M -424,680 -99%
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$47K – – –
VI
274
Vestcor Inc
New Brunswick, Canada
$44K -$39.1K -2,172 -47%
FCA
275
FinTrust Capital Advisors
South Carolina
$44K – – –
9 10
11
12 13

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.