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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 %
WT
276
Washington Trust
Rhode Island
$37K 500 – –
AIC
277
Ameritas Investment Company
Nebraska
$32.7K 448 +448 New
EWA
278
Evolution Wealth Advisors
Florida
$29K 400 – –
CG
279
Cutler Group
California
$25K 344 +344 New
FHA
280
First Horizon Advisors
Tennessee
$23K 315 – –
GAM
281
Gemmer Asset Management
California
$23K 310 – –
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$18K 240 – –
ATC
283
Adirondack Trust Company
New York
$18K 250 – –
QCG
284
Quadrant Capital Group
Ohio
$18K 243 +59 +32%
HFM
285
Harvest Fund Management
China
$15K 216 +216 New
SPIA
286
Steward Partners Investment Advisory
New York
$14.4K 197 +144 +272%
IAIM
287
International Assets Investment Management
Florida
$11K 185 – –
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$11K 149 – –
AIG
289
American International Group
New York
$10.7K 146,330 +661 +0.5%
SL
290
Savior LLC
Massachusetts
$10K 135 – –
TFGT
291
TS Financial Group (TSFG)
Illinois
$9K 130 +130 New
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$7K 104 – –
CFO
293
CVA Family Office
Colorado
$7K 97 +97 New
SCA
294
Stuart Chaussee & Associates
California
$6K 88 +88 New
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$5K 75 – –
HI
296
Harbour Investments
Wisconsin
$4K 48 +48 New
LWA
297
Lenox Wealth Advisors
New York
$4K 51 +51 New
CTC
298
Central Trust Company
Missouri
$3K 45 -625 -93%
BCA
299
Berman Capital Advisors
Georgia
$3K 51 -76 -60%
HNB
300
Huntington National Bank
Ohio
$3K 37 – –
10 11
12
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