IBEX
IBEX
83 hedge funds and large institutions have $150M invested in IBEX in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 4 closing their positions.
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
233% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 12
32% more funds holding
Funds holding: 63 → 83 (+20)
14% more capital invested
Capital invested by funds: $132M → $150M (+$18.6M)
4.52% more ownership
Funds ownership: 29.33% → 33.85% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.81M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.15M |
| 4 |
JP Morgan Chase
New York
|
+$3.49M |
| 5 |
SM
Scoggin Management
New York
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$14.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.96M |
| 3 |
RA
Royce & Associates
New York
|
-$1.54M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$835K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$551K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| $17.5K | +$8.24K | +308 | +75% |
|
77
Nisa Investment Advisors
St. Louis,
Missouri
| $16K | – | – | – |
|
|
ACM
78
Aquatic Capital Management
Chicago,
Illinois
| $15K | +$16.1K | +600 | New |
|
79
Fidelity Investments
Boston,
Massachusetts
| $9.74K | +$7.06K | +264 | +196% |
|
80
Federated Hermes
Pittsburgh,
Pennsylvania
| $6.25K | +$3.37K | +126 | +97% |
|
|
PA
81
Parallel Advisors
San Francisco,
California
| $1.61K | – | – | – |
|
|
C
82
Covestor
London,
United Kingdom
| $1K | -$909 | -34 | -47% |
|
|
CAM
83
ClariVest Asset Management
San Diego,
California
| $1K | +$829 | +31 | New |
|
84
Citigroup
New York
| $24 | -$1.6K | -60 | -98% |
|
|
SSA
85
Schonfeld Strategic Advisors
New York
| – | -$14.3M | -575,000 | Closed |
|
86
Invesco
Atlanta,
Georgia
| – | -$250K | -10,051 | Closed |
|
|
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$13.8K | -555 | Closed |
|
88
US Bancorp
Minneapolis,
Minnesota
| – | -$75 | -3 | Closed |
|
IBEX Hedge Fund Activity: Q1 2023 in Review
83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2023, worth a combined $150M — up 14% from $132M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBEX positions and 4 closed out — a net gain of 21 holders — while 40 added to existing stakes and 12 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $4.81M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $14.3M sold.
- 83 institutional investors held IBEX (IBEX) as of Q1 2023, up from 63 in Q4 2022.
- Funds reported $150M of IBEX stock for Q1 2023, up 14% quarter-over-quarter.
- 25 funds opened new IBEX positions in Q1 2023 and 4 closed out, a net change of +21 holders.
- The largest IBEX buyer in Q1 2023 was Acadian Asset Management, an estimated $4.81M added.
- The largest IBEX seller in Q1 2023 was Schonfeld Strategic Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2023.