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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 %
Twin Tree Management
351
Twin Tree Management
Texas
– – -771 Closed
AIC
352
Ameritas Investment Company
Nebraska
– – -448 Closed
HFM
353
Harvest Fund Management
China
– – -216 Closed
IAIM
354
International Assets Investment Management
Florida
– – -185 Closed
TFGT
355
TS Financial Group (TSFG)
Illinois
– – -130 Closed
SCA
356
Stuart Chaussee & Associates
California
– – -88 Closed
LWA
357
Lenox Wealth Advisors
New York
– – -51 Closed
DWP
358
Destiny Wealth Partners
Florida
– – -44 Closed
MWP
359
Meridian Wealth Partners
Pennsylvania
– – -34 Closed
VFA
360
Valeo Financial Advisors
Indiana
– – -27 Closed
SFS
361
Sowell Financial Services
Arkansas
– – -10 Closed
PCG
362
Private Capital Group
Connecticut
$0 1 – –
Group One Trading
363
Group One Trading
Illinois
– – – –
IA
364
IFP Advisors
Florida
– – – –
VCM
365
Versant Capital Management
Arizona
$0 5 – –
Nomura Asset Management
366
Nomura Asset Management
Japan
– – – –
Capital Fund Management (CFM)
367
Capital Fund Management (CFM)
France
– – – –
PWMG
368
Prestige Wealth Management Group
New Jersey
$0 6 – –
CFGS
369
Concourse Financial Group Securities
Alabama
– – – –
SAM
370
Soviero Asset Management
New York
– – – –
11 12 13 14
15