IBEX
IBEX
74 hedge funds and large institutions have $99.4M invested in IBEX in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 17 closing their positions.
150% more call options, than puts
Call options by funds: $5K | Put options by funds: $2K
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
11% less funds holding
Funds holding: 83 → 74 (-9)
31.81% less ownership
Funds ownership: 68.47% → 36.66% (-32%)
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
56% less capital invested
Capital invested by funds: $226M → $99.4M (-$126M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$4.27M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.58M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.37M |
| 4 |
RA
Royce & Associates
New York
|
+$1.25M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.5M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.33M |
| 3 |
Morgan Stanley
New York
|
-$1.12M |
| 4 |
BlackRock
New York
|
-$1.08M |
| 5 |
SGA
Strategic Global Advisors
Newport Beach,
California
|
-$1.07M |
IBEX Hedge Fund Activity: Q1 2024 in Review
74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2024, worth a combined $99.4M — down 56% from $226M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IBEX and 10 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 30 added.
The largest buyer was Franklin Resources, adding an estimated $4.27M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $3.5M sold.
- 74 institutional investors held IBEX (IBEX) as of Q1 2024, down from 83 in Q4 2023.
- Funds reported $99.4M of IBEX stock for Q1 2024, down 56% quarter-over-quarter.
- 10 funds opened new IBEX positions in Q1 2024 and 17 closed out, a net change of -7 holders.
- The largest IBEX buyer in Q1 2024 was Franklin Resources, an estimated $4.27M added.
- The largest IBEX seller in Q1 2024 was Hillsdale Investment Management, an estimated $3.5M sold.
Based on aggregated 13F filings for Q1 2024.