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IBEX
IBEX

45 hedge funds and large institutions have $91.5M invested in IBEX in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $81.7M → $91.5M (+$9.88M)

0.49% more ownership

Funds ownership: 26.31% → 26.79% (+0.49%)

0% more funds holding

Funds holding: 45 → 45 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.99M
2
EI
EAM Investors
California
+$1.25M
3
SSA
Schonfeld Strategic Advisors
New York
+$987K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$200K
5
Morgan Stanley
Morgan Stanley
New York
+$140K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.72M
2
KCM
Kennedy Capital Management
Missouri
-$1.45M
3
American Century Companies
American Century Companies
Missouri
-$600K
4
BlackRock
BlackRock
New York
-$151K
5
CP
Castleview Partners
Texas
-$74.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$181K +$140K +8,000 +461%
Barclays
27
Barclays
United Kingdom
$73K -$771 -44 -1%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$72K +$33.3K +1,902 +96%
Lazard Asset Management
29
Lazard Asset Management
New York
$67K +$26.8K +1,532 +74%
Deutsche Bank
30
Deutsche Bank
Germany
$51K -$6.54K -373 -12%
Bank of America
31
Bank of America
North Carolina
$43K -$1.47K -84 -4%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$41K -$3.24K -185 -8%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$36K – – –
AB
34
Amalgamated Bank
New York
$17K +$228 +13 +1%
TRCT
35
Tower Research Capital (TRC)
New York
$12K -$6.83K -390 -38%
Nisa Investment Advisors
36
Nisa Investment Advisors
Missouri
$12K – – –
Legal & General Group
37
Legal & General Group
United Kingdom
$11K – – –
TSWM
38
Tyler-Stone Wealth Management
Ohio
$11K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$7K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$4K +$2.15K +123 +173%
Citigroup
41
Citigroup
New York
$2K -$6.96K -397 -82%
Wells Fargo
42
Wells Fargo
California
$1K -$946 -54 -45%
CS
43
Credit Suisse
Switzerland
$1K +$350 +20 +222%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1K +$806 +46 +144%
CP
45
Castleview Partners
Texas
– -$74.1K -4,392 Closed
US Bancorp
46
US Bancorp
Minnesota
– -$8K -500 Closed
UBS Group
47
UBS Group
Switzerland
– -$3K -195 Closed
C
48
Covestor
United Kingdom
– +$123 +7 New
1
2

IBEX Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2022, worth a combined $91.5M — up 12% from $81.7M a quarter earlier.

Fund positioning in IBEX was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.99M. The largest seller was Ameriprise, cutting an estimated $1.72M.

  • 45 institutional investors held IBEX (IBEX) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $91.5M of IBEX stock for Q3 2022, up 12% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest IBEX buyer in Q3 2022 was Wellington Management Group, an estimated $2.99M added.
  • The largest IBEX seller in Q3 2022 was Ameriprise, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2022.