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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 %
CAAS
201
Capital Asset Advisory Services
Michigan
$544K 7,443 +2,727 +58%
FF
202
FourThought Financial
Florida
$532K 7,290 +399 +6%
TCM
203
Tuttle Capital Management
Connecticut
$527K 7,216 +7,216 New
CDH
204
Charles D. Hyman
$523K 7,158 – –
FC
205
FORA Capital
Florida
$497K 6,810 +6,810 New
IA
206
IndexIQ Advisors
New York
$496K 6,797 +5,746 +547%
HF
207
HRT Financial
New York
$484K 6,629 +6,629 New
First Manhattan
208
First Manhattan
New York
$456K 6,250 – –
Brown Advisory
209
Brown Advisory
Maryland
$456K 6,245 +200 +3%
WP
210
WealthSource Partners
California
$440K 6,024 -3,033 -33%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$439K 5,962 +793 +15%
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$427K 5,840 +5,840 New
BS
213
Banco Santander
Spain
$417K 5,703 +5,703 New
VIA
214
Vident Investment Advisory
Georgia
$415K 5,680 -1,345 -19%
GM
215
GeoWealth Management
Illinois
$394K 5,387 -1,289 -19%
PAMU
216
Pictet Asset Management (UK)
United Kingdom
$394K 5,400 -600 -10%
PWS
217
Precision Wealth Strategies
Missouri
$390K 5,341 +1,258 +31%
FCBT
218
First Citizens Bank & Trust
North Carolina
$380K 5,196 +5,196 New
PA
219
Profund Advisors
Maryland
$370K 5,069 -1,475 -23%
Verition Fund Management
220
Verition Fund Management
Connecticut
$357K 4,892 +4,892 New
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$355K 4,861 -64,923 -93%
HSA
222
HBK Sorce Advisory
Pennsylvania
$343K 4,700 +378 +9%
SCM
223
Shelton Capital Management
Colorado
$341K 4,672 – –
S
224
swisspartners
Liechtenstein
$337K 4,600 -63,833 -93%
SGI
225
Summit Global Investments
Utah
$329K 4,499 +4,499 New
7 8
9
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