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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
HNB
301
Huntington National Bank
Ohio
$3K – – –
DWP
302
Destiny Wealth Partners
Florida
$3K +$3.17K +176 New
TJHA
303
Thomas J. Herzfeld Advisors
Florida
$3K +$3.39K +188 New
EARNEST Partners
304
EARNEST Partners
Georgia
$2K – – –
MAM
305
Meeder Asset Management
Ohio
$2K – – –
VFA
306
Valeo Financial Advisors
Indiana
$2K +$1.95K +108 New
MWP
307
Meridian Wealth Partners
Pennsylvania
$2K +$2.45K +136 New
BBHC
308
Brown Brothers Harriman & Co
New York
$1.76K – – –
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$1K -$36.8K -2,044 -98%
SFS
310
Sowell Financial Services
Arkansas
$1K -$25.2K -1,400 -97%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$1K -$2.02K -112 -51%
BWM
312
BerganKDV Wealth Management
Minnesota
$1K – – –
PO
313
Private Ocean
California
$1K – – –
S
314
SignatureFD
Georgia
$1K – – –
PFBT
315
Parkside Financial Bank & Trust
Missouri
$1K +$1.3K +72 New
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$29 – – –
Sumitomo Mitsui Trust Group
317
Sumitomo Mitsui Trust Group
Japan
– -$70.2M -4,610,052 Closed
NAMA
318
Nikko Asset Management Americas
New York
– -$66.1M -4,340,852 Closed
MBI
319
Montrusco Bolton Investments
Quebec, Canada
– -$20M -1,348,708 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$15.1M -990,480 Closed
Janus Henderson Group
321
Janus Henderson Group
United Kingdom
– -$3.1M -203,320 Closed
MSA
322
Mason Street Advisors
Wisconsin
– -$2.63M -172,576 Closed
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
– -$2.44M -160,456 Closed
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.41M -92,736 Closed
SO
325
STRS Ohio
Ohio
– -$1.27M -83,160 Closed
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.