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83 hedge funds and large institutions have $101M invested in IBEX in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.37% less ownership

Funds ownership: 35.94%35.56% (-0.37%)

8% less funds holding

Funds holding: 9083 (-7)

28% less capital invested

Capital invested by funds: $139M → $101M (-$38.7M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

80% less call options, than puts

Call options by funds: $2K | Put options by funds: $10K

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
30
Closed
18
Calls
$2K
Puts
$10K
Net Calls
-$8K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.54K +296 New
Group One Trading
77
Group One Trading
Illinois
$1.92K +$2.32K +124 New
Osaic Holdings
78
Osaic Holdings
Arizona
$1.33K +$1.61K +86 New
S
79
SignatureFD
Georgia
$1.3K +$1.57K +84 New
C
80
Covestor
United Kingdom
$1K +$486 +26 +163%
FHA
81
First Horizon Advisors
Tennessee
$679 +$823 +44 New
Citigroup
82
Citigroup
New York
$93 -$60.8K -3,251 -100%
Russell Investments Group
83
Russell Investments Group
United Kingdom
-$1.51M -71,215 Closed
Walleye Capital
84
Walleye Capital
New York
-$630K -29,668 Closed
CSS
85
Cubist Systematic Strategies
Connecticut
-$600K -28,261 Closed
AG
86
Algert Global
California
-$422K -19,890 Closed
Man Group
87
Man Group
United Kingdom
-$384K -18,093 Closed
RWM
88
Ritholtz Wealth Management
New York
-$324K -15,268 Closed
DM
89
Delphi Management
Massachusetts
-$284K -13,387 Closed
ECM
90
ExodusPoint Capital Management
New York
-$244K -11,475 Closed
JF
91
Jump Financial
Illinois
-$223K -10,500 Closed
DTL
92
Dynamic Technology Lab
Singapore
-$211K -9,945 Closed
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$190K -8,942 Closed
MIM
94
MetLife Investment Management
New Jersey
-$99.9K -4,706 Closed
PMEF
95
Point72 Middle East FZE
United Arab Emirates
-$43.1K -2,029 Closed
CP
96
Castleview Partners
Texas
-$37.2K -1,752 Closed
MAM
97
Meeder Asset Management
Ohio
-$15.7K -740 Closed
ACM
98
Aquatic Capital Management
Illinois
-$6K -300 Closed
Federated Hermes
99
Federated Hermes
Pennsylvania
-$5.07K -239 Closed
NA
100
NewEdge Advisors
Louisiana
-$1.29K -61 Closed

IBEX Hedge Fund Activity: Q3 2023 in Review

83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2023, worth a combined $101M — down 28% from $139M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IBEX and 11 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was American Century Companies, adding an estimated $4.01M. The largest seller was American International Group, cutting an estimated $7.55M.

  • 83 institutional investors held IBEX (IBEX) as of Q3 2023, down from 90 in Q2 2023.
  • Funds reported $101M of IBEX stock for Q3 2023, down 28% quarter-over-quarter.
  • 11 funds opened new IBEX positions in Q3 2023 and 18 closed out, a net change of -7 holders.
  • The largest IBEX buyer in Q3 2023 was American Century Companies, an estimated $4.01M added.
  • The largest IBEX seller in Q3 2023 was American International Group, an estimated $7.55M sold.

Based on aggregated 13F filings for Q3 2023.