Interactive Brokers
IBKR
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.
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
44% more capital invested
Capital invested by funds: $3.27B → $4.71B (+$1.44B)
29% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 83
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
24% more call options, than puts
Call options by funds: $45.4M | Put options by funds: $36.6M
6% more funds holding
Funds holding: 266 → 281 (+15)
5.69% less ownership
Funds ownership: 346.97% → 341.28% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$497M |
| 2 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$30.4M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$30.3M |
| 4 |
SC
Samlyn Capital
New York
|
+$30.1M |
| 5 |
D.E. Shaw & Co
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$60.8M |
| 2 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$49.1M |
| 3 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$48.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$25.8M |
| 5 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$8.63M |
IBKR Hedge Fund Activity: Q4 2020 in Review
281 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2020, worth a combined $4.71B — up 44% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IBKR positions and 28 closed out — a net gain of 17 holders — while 107 added to existing stakes and 83 trimmed.
The largest buyer was Greenwich Wealth Management, adding an estimated $497M. The largest seller was Baillie Gifford & Co, cutting an estimated $60.8M.
- 281 institutional investors held Interactive Brokers (IBKR) as of Q4 2020, up from 266 in Q3 2020.
- Funds reported $4.71B of Interactive Brokers stock for Q4 2020, up 44% quarter-over-quarter.
- 45 funds opened new Interactive Brokers positions in Q4 2020 and 28 closed out, a net change of +17 holders.
- The largest Interactive Brokers buyer in Q4 2020 was Greenwich Wealth Management, an estimated $497M added.
- The largest Interactive Brokers seller in Q4 2020 was Baillie Gifford & Co, an estimated $60.8M sold.
Based on aggregated 13F filings for Q4 2020.