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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
WT
276
Washington Trust
Rhode Island
$37K – – –
AIC
277
Ameritas Investment Company
Nebraska
$32.7K +$32.3K +1,792 New
EWA
278
Evolution Wealth Advisors
Florida
$29K – – –
CG
279
Cutler Group
California
$25K +$24.8K +1,376 New
FHA
280
First Horizon Advisors
Tennessee
$23K – – –
GAM
281
Gemmer Asset Management
California
$23K – – –
ATC
282
Adirondack Trust Company
New York
$18K – – –
CI Investments Inc
283
CI Investments Inc
Ontario, Canada
$18K – – –
QCG
284
Quadrant Capital Group
Ohio
$18K +$4.25K +236 +32%
HFM
285
Harvest Fund Management
China
$15K +$15.6K +864 New
SPIA
286
Steward Partners Investment Advisory
New York
$14.4K +$10.4K +576 +272%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$11K – – –
IAIM
288
International Assets Investment Management
Florida
$11K – – –
AIG
289
American International Group
New York
$10.7K +$47.6K +2,644 +0.5%
SL
290
Savior LLC
Massachusetts
$10K – – –
TFGT
291
TS Financial Group (TSFG)
Illinois
$9K +$9.37K +520 New
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CFO
293
CVA Family Office
Colorado
$7K +$6.99K +388 New
SCA
294
Stuart Chaussee & Associates
California
$6K +$6.34K +352 New
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$5K – – –
HI
296
Harbour Investments
Wisconsin
$4K +$3.46K +192 New
LWA
297
Lenox Wealth Advisors
New York
$4K +$3.68K +204 New
CTC
298
Central Trust Company
Missouri
$3K -$45K -2,500 -93%
BCA
299
Berman Capital Advisors
Georgia
$3K -$5.48K -304 -60%
HWM
300
HighMark Wealth Management
Minnesota
$3K – – –
10 11
12
13 14

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.