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95 hedge funds and large institutions have $131M invested in IBEX in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

32% more funds holding

Funds holding: 7295 (+23)

25% more capital invested

Capital invested by funds: $105M → $131M (+$25.8M)

1.31% more ownership

Funds ownership: 37.81%39.12% (+1.3%)

10% less call options, than puts

Call options by funds: $18K | Put options by funds: $20K

Holders
95
Holders Change
+23
Holders Change %
+31.94%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
31
Reduced
22
Closed
5
Calls
$18K
Puts
$20K
Net Calls
-$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$14.3K
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$14K +$1.07K +62 +10%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$13K
PAS
79
Point72 Asia (Singapore)
Singapore
$12.6K +$10.9K +632 New
NC
80
nVerses Capital
Florida
$12K +$10.3K +600 New
TRCT
81
Tower Research Capital (TRC)
New York
$10.5K -$57.1K -3,324 -86%
NA
82
NewEdge Advisors
Louisiana
$7.29K +$6.27K +365 New
QT
83
Quantbot Technologies
New York
$6.49K +$5.59K +325 New
AB
84
Amalgamated Bank
New York
$6K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.08K +121 +79%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.92K
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$2.06K
C
88
Covestor
United Kingdom
$2K -$533 -31 -25%
Bessemer Group
89
Bessemer Group
New Jersey
$2K +$1.29K +75 New
HCA
90
Harbor Capital Advisors
Illinois
$2K +$1.79K +104 New
Osaic Holdings
91
Osaic Holdings
Arizona
$1.5K
CPA
92
Capital Performance Advisors
California
$879 +$756 +44 New
SCM
93
Sterling Capital Management
North Carolina
$579 +$498 +29 New
Russell Investments Group
94
Russell Investments Group
United Kingdom
$420 +$361 +21 New
TWD
95
True Wealth Design
Ohio
$20 +$17 +1 New
AQR Capital Management
96
AQR Capital Management
Connecticut
-$1.55M -96,053 Closed
PCMF
97
Private Capital Management (Florida)
Florida
-$868K -53,666 Closed
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
-$183K -11,300 Closed
SSG
99
Summit Securities Group
New York
-$4K -251 Closed

IBEX Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2024, worth a combined $131M — up 25% from $105M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBEX positions and 5 closed out — a net gain of 23 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $2.69M. The largest seller was Wellington Management Group, cutting an estimated $4.44M.

  • 95 institutional investors held IBEX (IBEX) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $131M of IBEX stock for Q3 2024, up 25% quarter-over-quarter.
  • 28 funds opened new IBEX positions in Q3 2024 and 5 closed out, a net change of +23 holders.
  • The largest IBEX buyer in Q3 2024 was Hillsdale Investment Management, an estimated $2.69M added.
  • The largest IBEX seller in Q3 2024 was Wellington Management Group, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2024.