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Intercontinental Exchange

501 hedge funds and large institutions have $20B invested in Intercontinental Exchange in 2014 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 162 increasing their positions, 196 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $327M | Put options by funds: $135M

15.9% more ownership

Funds ownership: 443.11%459.01% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $20.4B → $20B (-$439M)

4% less funds holding

Funds holding: 521501 (-20)

17% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 196

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

Holders
501
Holders Change
-20
Holders Change %
-3.84%
% of All Funds
14.4%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
60
Increased
162
Reduced
196
Closed
77
Calls
$327M
Puts
$135M
Net Calls
+$193M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
GIS
426
Guardian Investor Services
New York
$162K -$6.24K -160 -4%
LWM
427
LBA Wealth Management
Florida
$158K
MFS
428
MSI Financial Services
Massachusetts
$145K -$6.04K -155 -4%
Teacher Retirement System of Texas
429
Teacher Retirement System of Texas
Texas
$138K -$494K -12,665 -78%
FWC
430
First Washington Corp
Washington
$131K -$23.2K -595 -15%
GLI
431
Guardian Life Insurance
New York
$122K
FAM
432
Formidable Asset Management
Ohio
$118K
FQ
433
First Quadrant
California
$113K
MCM
434
Manchester Capital Management
Vermont
$110K
OMCS
435
Old Mutual Customised Solutions
South Africa
$94K
CL
436
CFS LLC
Oklahoma
$94K +$24.9K +640 +35%
Twin Tree Management
437
Twin Tree Management
Texas
$92K -$373K -9,575 -80%
SAMC
438
Shinko Asset Management Company
Japan
$92K
IPC
439
Independent Portfolio Consultants
Florida
$91K +$93.7K +2,405 New
SNT
440
Security National Trust
West Virginia
$84K
Creative Planning
441
Creative Planning
Kansas
$80K -$177K -4,530 -68%
WA
442
WFG Advisors
Texas
$71K +$974 +25 +1%
HPBT
443
High Point Bank & Trust
North Carolina
$69K
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K +$9.16K +235 +15%
MAM
445
Mizuho Asset Management
Japan
$62K +$20.3K +520 +47%
JIC
446
Joel Isaacson & Co
New York
$54K
VIA
447
Vantage Investment Advisors
Pennsylvania
$54K
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$53K +$1.75K +45 +3%
W
449
Wealthfront
California
$50K +$36.8K +945 +263%
MA
450
MCF Advisors
Kentucky
$49K

ICE Hedge Fund Activity: Q2 2014 in Review

501 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Intercontinental Exchange (ICE) for Q2 2014, worth a combined $20B — down 2.2% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of ICE and 60 opened new positions — a net loss of 17 holders — while 196 trimmed existing stakes and 162 added.

The largest buyer was Norges Bank, adding an estimated $346M. The largest seller was Macquarie Group, cutting an estimated $393M.

  • 501 institutional investors held Intercontinental Exchange (ICE) as of Q2 2014, down from 521 in Q1 2014.
  • Funds reported $20B of Intercontinental Exchange stock for Q2 2014, down 2.2% quarter-over-quarter.
  • 60 funds opened new Intercontinental Exchange positions in Q2 2014 and 77 closed out, a net change of -17 holders.
  • The largest Intercontinental Exchange buyer in Q2 2014 was Norges Bank, an estimated $346M added.
  • The largest Intercontinental Exchange seller in Q2 2014 was Macquarie Group, an estimated $393M sold.

Based on aggregated 13F filings for Q2 2014.