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IBEX
IBEX

38 hedge funds and large institutions have $87M invested in IBEX in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% more ownership

Funds ownership: 23.79% → 24.24% (+0.45%)

3% less funds holding

Funds holding: 39 → 38 (-1)

10% less capital invested

Capital invested by funds: $96.2M → $87M (-$9.21M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.7M
2
Millennium Management
Millennium Management
New York
+$842K
3
American Century Companies
American Century Companies
Missouri
+$636K
4
SEI Investments
SEI Investments
Pennsylvania
+$228K
5
Morgan Stanley
Morgan Stanley
New York
+$164K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.7M
2
Holocene Advisors
Holocene Advisors
New York
-$1.08M
3
Ameriprise
Ameriprise
Minnesota
-$368K
4
Squarepoint
Squarepoint
New York
-$292K
5
RA
Royce & Associates
New York
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$130K +$1.1K +51 +0.8%
MCM
27
Manchester Capital Management
Vermont
$108K – – –
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$73K – – –
Bank of America
29
Bank of America
North Carolina
$32K -$165K -7,632 -82%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$28K -$18.8K -871 -39%
TRCT
31
Tower Research Capital (TRC)
New York
$16K -$454 -21 -2%
Legal & General Group
32
Legal & General Group
United Kingdom
$11K -$562 -26 -4%
US Bancorp
33
US Bancorp
Minnesota
$10K – – –
AIP
34
Ameritas Investment Partners
Nebraska
$8K – – –
Citigroup
35
Citigroup
New York
$5K -$2.73K -126 -32%
PAM
36
Panagora Asset Management
Massachusetts
$2K +$2.75K +127 New
AIG
37
American International Group
New York
$62 -$6.34K -293 -8%
Nisa Investment Advisors
38
Nisa Investment Advisors
Missouri
$18 – – –
Squarepoint
39
Squarepoint
New York
– -$292K -13,290 Closed
UBS Group
40
UBS Group
Switzerland
– -$53K -2,390 Closed
SO
41
STRS Ohio
Ohio
– -$26K -1,200 Closed
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
– -$4K -205 Closed
1
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IBEX Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q2 2021, worth a combined $87M — down 9.6% from $96.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IBEX and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 11 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $3.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.7M.

  • 38 institutional investors held IBEX (IBEX) as of Q2 2021, down from 39 in Q1 2021.
  • Funds reported $87M of IBEX stock for Q2 2021, down 9.6% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest IBEX buyer in Q2 2021 was Wellington Management Group, an estimated $3.7M added.
  • The largest IBEX seller in Q2 2021 was JP Morgan Chase, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2021.