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Intercontinental Exchange
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Overview Fund Activity

1,418 hedge funds and large institutions have $69B invested in Intercontinental Exchange in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 517 increasing their positions, 504 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
+126
Holders Change %
+9.75%
% of All Funds
20.79%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.75%
New
234
Increased
517
Reduced
504
Closed
86
Calls
$492M
Puts
$205M
Net Calls
+$287M
Net Calls Change
-$205M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.96B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$546M
3
Capital World Investors
Capital World Investors
California
+$325M
4
DZ Bank
DZ Bank
Germany
+$230M
5
Parnassus Investments
Parnassus Investments
California
+$208M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$155B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$412M
3
TP
Third Point
New York
-$217M
4
Ameriprise
Ameriprise
Minnesota
-$212M
5
ICP
Inclusive Capital Partners
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
776
9258 Wealth Management
Ohio
$977K +$225K +1,752 +30%
IIM
777
Intact Investment Management
Quebec, Canada
$976K – – –
TH
778
TCTC Holdings
Texas
$967K – – –
MWM
779
Marietta Wealth Management
Georgia
$965K -$14.9K -116 -2%
CWM
780
Chemistry Wealth Management
New York
$965K +$288K +2,241 +43%
IAA
781
Independent Advisor Alliance
North Carolina
$965K -$8.86K -69 -0.9%
BOC
782
Barbara Oil Co
Illinois
$963K – – –
BAM
783
Bosun Asset Management
Illinois
$950K +$694K +5,400 +270%
AWP
784
Accretive Wealth Partners
New Jersey
$950K +$1.41K +11 +0.1%
MOS
785
MGO One Seven
Ohio
$947K +$171K +1,331 +22%
NB
786
NBT Bank
New York
$942K +$115K +892 +14%
IB
787
Intrust Bank
Kansas
$924K +$37K +288 +4%
PS
788
Principal Securities
Iowa
$921K +$921K +7,171 New
OIA
789
Optimum Investment Advisors
Illinois
$919K -$119K -924 -11%
EF
790
Empirical Finance
Pennsylvania
$916K +$54.8K +427 +6%
NP
791
NorthRock Partners
Minnesota
$915K +$512K +3,988 +127%
CRWM
792
Castle Rock Wealth Management
California
$910K -$3.14K -25 -0.3%
EF
793
Empowered Funds
Pennsylvania
$909K +$155K +1,209 +21%
LBWM
794
Left Brain Wealth Management
Illinois
$908K -$68.6K -534 -7%
MAS
795
Meeder Advisory Services
Ohio
$906K -$33.4K -260 -4%
MWA
796
Midland Wealth Advisors
Illinois
$906K +$906K +7,051 New
WG
797
Winton Group
United Kingdom
$902K +$902K +7,026 New
SIA
798
Schechter Investment Advisors
Michigan
$899K -$5.01K -39 -0.6%
CWG
799
C WorldWide Group
Denmark
$897K – – –
IAS
800
Insigneo Advisory Services
Florida
$896K +$71.7K +558 +9%
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32
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