Interactive Brokers
IBKR
320 hedge funds and large institutions have $5.79B 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.
146% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 28
23% more capital invested
Capital invested by funds: $4.72B → $5.79B (+$1.07B)
17% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 94
14% more funds holding
Funds holding: 281 → 320 (+39)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
7.48% more ownership
Funds ownership: 341.28% → 348.76% (+7.5%)
51% less call options, than puts
Call options by funds: $53.3M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$76.7M |
| 2 |
SC
Samlyn Capital
New York
|
+$68.1M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$53.3M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$48.8M |
| 5 |
Goldman Sachs
New York
|
+$47.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$88.7M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$82.9M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$70.2M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
-$66.1M |
| 5 |
BCM
Bronte Capital Management
Bondi Junction,
Australia
|
-$31.4M |
IBKR Hedge Fund Activity: Q1 2021 in Review
320 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2021, worth a combined $5.79B — up 23% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IBKR positions and 28 closed out — a net gain of 41 holders — while 110 added to existing stakes and 94 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $76.7M. The largest seller was Greenwich Wealth Management, cutting an estimated $88.7M.
- 320 institutional investors held Interactive Brokers (IBKR) as of Q1 2021, up from 281 in Q4 2020.
- Funds reported $5.79B of Interactive Brokers stock for Q1 2021, up 23% quarter-over-quarter.
- 69 funds opened new Interactive Brokers positions in Q1 2021 and 28 closed out, a net change of +41 holders.
- The largest Interactive Brokers buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $76.7M added.
- The largest Interactive Brokers seller in Q1 2021 was Greenwich Wealth Management, an estimated $88.7M sold.
Based on aggregated 13F filings for Q1 2021.