Interactive Brokers
IBKR
339 hedge funds and large institutions have $6.8B invested in Interactive Brokers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 33 closing their positions.
106% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 33
33% more capital invested
Capital invested by funds: $5.12B → $6.8B (+$1.68B)
29% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 96
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
14.27% more ownership
Funds ownership: 334.53% → 348.79% (+14%)
10% more funds holding
Funds holding: 308 → 339 (+31)
17% less call options, than puts
Call options by funds: $65.3M | Put options by funds: $78.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$195M |
| 2 |
SC
Samlyn Capital
New York
|
+$116M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$93M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$61.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$181M |
| 2 |
AA
Ancient Art
Austin,
Texas
|
-$44.6M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$41.1M |
| 4 |
BlackRock
New York
|
-$13.6M |
| 5 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
-$12.6M |
IBKR Hedge Fund Activity: Q4 2021 in Review
339 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2021, worth a combined $6.8B — up 33% from $5.12B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IBKR positions and 33 closed out — a net gain of 35 holders — while 124 added to existing stakes and 96 trimmed.
The largest buyer was Marshall Wace, adding an estimated $195M. The largest seller was Greenwich Wealth Management, cutting an estimated $181M.
- 339 institutional investors held Interactive Brokers (IBKR) as of Q4 2021, up from 308 in Q3 2021.
- Funds reported $6.8B of Interactive Brokers stock for Q4 2021, up 33% quarter-over-quarter.
- 68 funds opened new Interactive Brokers positions in Q4 2021 and 33 closed out, a net change of +35 holders.
- The largest Interactive Brokers buyer in Q4 2021 was Marshall Wace, an estimated $195M added.
- The largest Interactive Brokers seller in Q4 2021 was Greenwich Wealth Management, an estimated $181M sold.
Based on aggregated 13F filings for Q4 2021.