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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 %
HWM
301
HighMark Wealth Management
Minnesota
$3K 41 – –
DWP
302
Destiny Wealth Partners
Florida
$3K 44 +44 New
TJHA
303
Thomas J. Herzfeld Advisors
Florida
$3K 47 +47 New
EARNEST Partners
304
EARNEST Partners
Georgia
$2K 33 – –
MAM
305
Meeder Asset Management
Ohio
$2K 34 – –
VFA
306
Valeo Financial Advisors
Indiana
$2K 27 +27 New
MWP
307
Meridian Wealth Partners
Pennsylvania
$2K 34 +34 New
BBHC
308
Brown Brothers Harriman & Co
New York
$1.76K 24,089 – –
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$1K 9 -511 -98%
SFS
310
Sowell Financial Services
Arkansas
$1K 10 -350 -97%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$1K 27 -28 -51%
PO
312
Private Ocean
California
$1K 14 – –
BWM
313
BerganKDV Wealth Management
Minnesota
$1K 13 – –
S
314
SignatureFD
Georgia
$1K 14 – –
PFBT
315
Parkside Financial Bank & Trust
Missouri
$1K 18 +18 New
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$29 400 – –
Sumitomo Mitsui Trust Group
317
Sumitomo Mitsui Trust Group
Japan
– – -1,152,513 Closed
NAMA
318
Nikko Asset Management Americas
New York
– – -1,085,213 Closed
MBI
319
Montrusco Bolton Investments
Quebec, Canada
– – -337,177 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -247,620 Closed
Janus Henderson Group
321
Janus Henderson Group
United Kingdom
– – -50,830 Closed
MSA
322
Mason Street Advisors
Wisconsin
– – -43,144 Closed
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
– – -40,114 Closed
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
– – -23,184 Closed
SO
325
STRS Ohio
Ohio
– – -20,790 Closed
11 12
13
14 15