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Interactive Brokers
IBKR

Overview Fund Activity

281 hedge funds and large institutions have $4.71B invested in Interactive Brokers in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+15
Holders Change %
+5.64%
% of All Funds
4.99%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
45
Increased
107
Reduced
83
Closed
28
Calls
$45.4M
Puts
$36.6M
Net Calls
+$8.78M
Net Calls Change
+$21.1M

Top Buyers

1
GWM
Greenwich Wealth Management
Connecticut
$610M
2
AP
Antipodes Partners
Australia
$35M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$447M
4
SC
Samlyn Capital
New York
$34.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$33.3M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$255M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$0
3
CIA
Caledonia Investments (Australia)
Australia
$0
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$52.5M
5
AIM
ARK Investment Management
Florida
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
201
Pictet Asset Management (UK)
United Kingdom
$366K – – –
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$356K +$10.1K +584 +3%
XM
203
XTX Markets
New York
$352K +$352K +23,096 New
SEC
204
Seven Eight Capital
New York
$326K -$12.2K -800 -4%
FA
205
FDx Advisors
Illinois
$315K +$315K +20,712 New
LIA
206
LS Investment Advisors
Michigan
$312K +$312K +20,516 New
DIA
207
Dana Investment Advisors
Wisconsin
$303K +$5.12K +336 +2%
VF
208
Virtu Financial
New York
$302K +$2.8K +184 +0.9%
CAAS
209
Capital Asset Advisory Services
Michigan
$287K +$27.5K +1,808 +11%
SCM
210
Shelton Capital Management
Colorado
$285K – – –
LA
211
LVW Advisors
New York
$273K +$8.41K +552 +3%
TI
212
Trexquant Investment
Connecticut
$272K -$753K -49,396 -73%
HSA
213
HBK Sorce Advisory
Pennsylvania
$263K -$122K -7,992 -32%
Wolverine Trading
214
Wolverine Trading
Illinois
$256K -$381K -25,316 -60%
AIM
215
ARK Investment Management
Florida
$251K -$9.93M -650,976 -98%
PWS
216
Precision Wealth Strategies
Missouri
$249K +$249K +16,332 New
CIP
217
Convergence Investment Partners
Florida
$242K -$1.07M -70,152 -82%
AB
218
Amalgamated Bank
New York
$241K +$241K +15,832 New
URS
219
Utah Retirement Systems
Utah
$231K +$231K +15,200 New
ACM
220
AlphaCrest Capital Management
New York
$229K +$229K +15,068 New
AII
221
AGF Investments Inc
Ontario, Canada
$221K -$197K -12,972 -47%
HTC
222
Haverford Trust Company
Pennsylvania
$215K -$175K -11,480 -45%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$203K +$203K +13,364 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$190K +$36.4K +2,384 +24%
Macquarie Group
225
Macquarie Group
Australia
$160K – – –
7 8
9
10 11