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Interactive Brokers
IBKR

Overview Fund Activity

318 hedge funds and large institutions have $5.27B invested in Interactive Brokers in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 46 closing their positions.

Holders
318
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
45
Increased
134
Reduced
84
Closed
46
Calls
$44.9M
Puts
$107M
Net Calls
-$61.6M
Net Calls Change
-$5.87M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$283M
2
Millennium Management
2
Millennium Management
New York
$70.7M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$88.6M
4
MWA
4
Marshall Wace Asia
Hong Kong
$65.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.2M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
SC
2
Samlyn Capital
New York
$0
3
GWM
3
Greenwich Wealth Management
Connecticut
$494M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$294K
5
PI
5
Putnam Investments
Massachusetts
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MSE
326
MUFG Securities EMEA
United Kingdom
– – -21,800 Closed
Eagle Capital Management (New York)
327
Eagle Capital Management (New York)
New York
– – -16,500 Closed
AG
328
AIA Group
Hong Kong
– – -12,682 Closed
PHK
329
Point72 Hong Kong
Hong Kong
– – -12,147 Closed
VF
330
Virtu Financial
New York
– – -9,178 Closed
AIL
331
AGF Investments LLC
Ontario, Canada
– – -8,682 Closed
CWM
332
CIBC World Markets
New York
– – -8,675 Closed
BAM
333
Blueshift Asset Management
New Jersey
– – -8,269 Closed
BAM
334
Belpointe Asset Management
Nevada
– – -8,150 Closed
TCM
335
Tuttle Capital Management
Connecticut
– – -7,216 Closed
FC
336
FORA Capital
Florida
– – -6,810 Closed
HF
337
HRT Financial
New York
– – -6,629 Closed
GM
338
GeoWealth Management
Illinois
– – -5,387 Closed
WCM
339
Weld Capital Management
New York
– – -4,394 Closed
LIA
340
LS Investment Advisors
Michigan
– – -4,361 Closed
MFS
341
Mirabella Financial Services
United Kingdom
– – -3,938 Closed
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
– – -3,340 Closed
OC
343
Oppenheimer & Co
New York
– – -3,300 Closed
AIM
344
ARK Investment Management
Florida
– – -3,002 Closed
Bank Julius Baer & Co
345
Bank Julius Baer & Co
Switzerland
– – -2,907 Closed
WAM
346
World Asset Management
Michigan
– – -2,834 Closed
AAM
347
Aureus Asset Management
Massachusetts
– – -2,772 Closed
AII
348
AGF Investments Inc
Ontario, Canada
– – -2,418 Closed
WAM
349
Wolverine Asset Management
Illinois
– – -1,467 Closed
BFEC
350
Benjamin F. Edwards & Company
Missouri
– – -783 Closed
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