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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$12.9M +$620K +34,400 +5%
PCM
52
PenderFund Capital Management
British Columbia, Canada
$12.8M +$3.56M +197,600 +55%
Squarepoint
53
Squarepoint
New York
$11.9M +$3.77M +209,384 +47%
Morgan Stanley
54
Morgan Stanley
New York
$11.9M -$8.05M -446,768 -41%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$10.7M +$5.23M +290,428 +99%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$10.6M +$1.07M +59,476 +11%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$10.5M -$272K -15,100 -3%
GF
58
Gabelli Funds
New York
$10.5M -$137K -7,600 -1%
BFM
59
Boston Financial Management
Massachusetts
$10.3M +$32.9K +1,824 +0.3%
CSS
60
Cubist Systematic Strategies
Connecticut
$10.3M +$8.88M +492,928 +713%
BCM
61
Brooktree Capital Management
Michigan
$9.89M +$55.8K +3,096 +0.6%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$9.65M +$4M +221,956 +73%
Man Group
63
Man Group
United Kingdom
$9.58M +$6.88M +381,700 +267%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$9.32M -$19.2K -1,064 -0.2%
Legal & General Group
65
Legal & General Group
United Kingdom
$9.31M +$424K +23,556 +5%
AllianceBernstein
66
AllianceBernstein
Tennessee
$9.1M +$118K +6,532 +1%
CS
67
Credit Suisse
Switzerland
$9.08M +$1.27M +70,476 +17%
MAM
68
Majedie Asset Management
United Kingdom
$8.45M +$559K +31,040 +7%
Bank of America
69
Bank of America
North Carolina
$8.18M +$3.84M +213,160 +91%
UBS AM
70
UBS AM
Illinois
$8.08M -$1.42M -78,928 -15%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$8.08M -$937K -52,000 -11%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$7.7M +$11.3K +628 +0.1%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$7.67M +$7.56M +419,804 New
MPA
74
Marvin & Palmer Associates
Delaware
$7.61M +$7.51M +416,920 New
ECM
75
ExodusPoint Capital Management
New York
$7.32M +$7.23M +401,024 New
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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.