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Interactive Brokers

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

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

44% more capital invested

Capital invested by funds: $3.27B → $4.71B (+$1.44B)

29% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 83

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $36.6M

6% more funds holding

Funds holding: 266281 (+15)

5.69% less ownership

Funds ownership: 346.97%341.28% (-5.7%)

Holders
281
Holders Change
+15
Holders Change %
+5.64%
% of All Funds
4.97%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Greenwich Wealth Management
Connecticut
$610M +$497M +37,514,608 +1,482%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$447M +$30.3M +2,285,016 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$434M +$8.32M +627,980 +2%
BlackRock
4
BlackRock
New York
$402M +$17.6M +1,330,064 +5%
BCM
5
Bares Capital Management
Texas
$335M -$851K -64,260 -0.3%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$255M -$60.8M -4,590,108 -22%
CCM
7
Cantillon Capital Management
New York
$151M -$531K -40,104 -0.4%
Select Equity Group
8
Select Equity Group
New York
$121M -$1.02M -77,308 -1%
AA
9
Ancient Art
Texas
$115M
State Street
10
State Street
Massachusetts
$109M +$5.2M +392,180 +6%
TP
11
Thunderbird Partners
United Kingdom
$93.3M +$31.8K +2,400 +0%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$92.4M +$8.81M +664,584 +12%
BCM
13
Bronte Capital Management
Australia
$78.5M -$851K -64,220 -1%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$71.4M -$7.54M -569,024 -11%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$70.2M -$583K -44,012 -0.9%
NAMA
16
Nikko Asset Management Americas
New York
$66.1M -$4.15M -312,916 -7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$55.3M +$2.98M +224,996 +7%
Wells Fargo
18
Wells Fargo
California
$54M +$532K +40,132 +1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$52.5M -$25.8M -1,949,348 -36%
Norges Bank
20
Norges Bank
Norway
$47.8M +$6.82M +515,048 +20%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$44.9M -$296K -22,320 -0.8%
MWA
22
Marshall Wace Asia
Hong Kong
$44.1M +$1.48M +111,892 +4%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$40M -$998K -75,328 -3%
Northern Trust
24
Northern Trust
Illinois
$36.8M +$643K +48,520 +2%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$35.3M +$6.26M +472,208 +26%

IBKR Hedge Fund Activity: Q4 2020 in Review

281 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2020, worth a combined $4.71B — up 44% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IBKR positions and 28 closed out — a net gain of 17 holders — while 107 added to existing stakes and 83 trimmed.

The largest buyer was Greenwich Wealth Management, adding an estimated $497M. The largest seller was Baillie Gifford & Co, cutting an estimated $60.8M.

  • 281 institutional investors held Interactive Brokers (IBKR) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $4.71B of Interactive Brokers stock for Q4 2020, up 44% quarter-over-quarter.
  • 45 funds opened new Interactive Brokers positions in Q4 2020 and 28 closed out, a net change of +17 holders.
  • The largest Interactive Brokers buyer in Q4 2020 was Greenwich Wealth Management, an estimated $497M added.
  • The largest Interactive Brokers seller in Q4 2020 was Baillie Gifford & Co, an estimated $60.8M sold.

Based on aggregated 13F filings for Q4 2020.