Interactive Brokers
IBKR
308 hedge funds and large institutions have $5.12B invested in Interactive Brokers in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 76 reducing their positions, and 49 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 76
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
3% less capital invested
Capital invested by funds: $5.27B → $5.12B (-$148M)
9% less call options, than puts
Call options by funds: $55.3M | Put options by funds: $61M
3% less funds holding
Funds holding: 319 → 308 (-11)
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
19.28% less ownership
Funds ownership: 353.81% → 334.53% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$93.5M |
| 2 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$39.9M |
| 3 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$39.5M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$34.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$35.1M |
| 2 |
Goldman Sachs
New York
|
-$31.9M |
| 3 |
Millennium Management
New York
|
-$29.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.8M |
| 5 |
N
Natixis
Paris,
France
|
-$21.7M |
IBKR Hedge Fund Activity: Q3 2021 in Review
308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2021, worth a combined $5.12B — down 2.8% from $5.27B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of IBKR and 41 opened new positions — a net loss of 8 holders — while 76 trimmed existing stakes and 135 added.
The largest buyer was Select Equity Group, adding an estimated $93.5M. The largest seller was Renaissance Technologies, cutting an estimated $35.1M.
- 308 institutional investors held Interactive Brokers (IBKR) as of Q3 2021, down from 319 in Q2 2021.
- Funds reported $5.12B of Interactive Brokers stock for Q3 2021, down 2.8% quarter-over-quarter.
- 41 funds opened new Interactive Brokers positions in Q3 2021 and 49 closed out, a net change of -8 holders.
- The largest Interactive Brokers buyer in Q3 2021 was Select Equity Group, an estimated $93.5M added.
- The largest Interactive Brokers seller in Q3 2021 was Renaissance Technologies, an estimated $35.1M sold.
Based on aggregated 13F filings for Q3 2021.