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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 %
GI
176
GAMCO Investors
Connecticut
$814K 11,150 +800 +8%
DA
177
Duality Advisers
Florida
$814K 11,151 +11,151 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
178
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$787K 10,773 -37,293 -78%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$786K 10,758 -415 -4%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$786K 10,765 – –
LPL Financial
181
LPL Financial
California
$780K 10,679 +154 +1%
Simplex Trading
182
Simplex Trading
Illinois
$773K 10,585 +10,585 New
LA
183
LVW Advisors
New York
$770K 10,539 +6,059 +135%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$722K 9,890 -1,091 -10%
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
$679K 9,302 -131 -1%
VF
186
Virtu Financial
New York
$670K 9,178 +4,216 +85%
CGH
187
Crossmark Global Holdings
Texas
$668K 9,140 +420 +5%
NICM
188
Neo Ivy Capital Management
New York
$639K 8,749 +8,749 New
AIL
189
AGF Investments LLC
Ontario, Canada
$634K 8,682 -7,841 -47%
CWM
190
CIBC World Markets
New York
$634K 8,675 +8,675 New
DIA
191
Dana Investment Advisors
Wisconsin
$632K 8,656 +3,684 +74%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$629K 8,614 +46 +0.5%
X
193
Xponance
Pennsylvania
$617K 8,452 +32 +0.4%
BAM
194
Blueshift Asset Management
New Jersey
$604K 8,269 +8,269 New
TRCT
195
Tower Research Capital (TRC)
New York
$600K 8,207 -7,365 -47%
GCP
196
GSA Capital Partners
United Kingdom
$600K 8,219 +750 +10%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$600K 8,217 +1,525 +23%
BAM
198
Belpointe Asset Management
Nevada
$595K 8,150 +8,150 New
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$589K 8,066 -1,036 -11%
SAM
200
Securian Asset Management
Minnesota
$552K 7,562 – –
6 7
8
9 10