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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 %
JF
326
Jump Financial
Illinois
– – -18,100 Closed
AIM
327
Aigen Investment Management
New York
– – -15,703 Closed
GC
328
Gruss & Co
Florida
– – -15,000 Closed
Capital Fund Management (CFM)
329
Capital Fund Management (CFM)
France
– – -13,665 Closed
BIM
330
Bogle Investment Management
Massachusetts
– – -9,674 Closed
BG
331
Bellevue Group
Switzerland
– – -9,400 Closed
FC
332
Full18 Capital
Connecticut
– – -8,958 Closed
SM
333
Sciencast Management
New Jersey
– – -6,760 Closed
Wolverine Trading
334
Wolverine Trading
Illinois
– – -4,256 Closed
CIP
335
Convergence Investment Partners
Florida
– – -3,968 Closed
CLOS
336
Compagnie Lombard Odier SCmA
Switzerland
– – -960 Closed
VCG
337
Vantage Consulting Group
Virginia
– – -277 Closed
HWA
338
Heritage Wealth Advisors
Virginia
– – -150 Closed
ICP
339
Interchange Capital Partners
Pennsylvania
– – -147 Closed
M
340
MOTCO
Texas
– – -145 Closed
ONST
341
Old North State Trust
North Carolina
– – -52 Closed
NFG
342
Next Financial Group
Texas
– – -18 Closed
ASN
343
Advisory Services Network
Georgia
– – -10 Closed
PWPS
344
Pinnacle Wealth Planning Services
Ohio
– – -2 Closed
CFGS
345
Concourse Financial Group Securities
Alabama
– – – –
PWMG
346
Prestige Wealth Management Group
New Jersey
$0 6 – –
SM
347
SG3 Management
Puerto Rico
– – – –
PCG
348
Private Capital Group
Connecticut
$0 1 – –
Nomura Asset Management
349
Nomura Asset Management
Japan
– – – –
SAM
350
Soviero Asset Management
New York
– – – –
11 12 13
14
15