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Intercontinental Exchange

1,256 hedge funds and large institutions have $52.8B invested in Intercontinental Exchange in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 494 increasing their positions, 492 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-13
Holders Change %
-1.02%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.74%
New
100
Increased
494
Reduced
492
Closed
91
Calls
$136M
Puts
$99.7M
Net Calls
+$35.9M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
1001
Sigma Planning Corp
Michigan
$251K +$15.5K +149 +7%
BFEC
1002
Benjamin F. Edwards & Company
Missouri
$247K +$522 +5 +0.2%
YIA
1003
YHB Investment Advisors
Connecticut
$246K
BONST
1004
Bank of Nova Scotia Trust
Ontario, Canada
$245K +$4.69K +45 +2%
CPIG
1005
Chicago Partners Investment Group
Illinois
$245K -$13.3K -123 -5%
JFG
1006
Jefferies Financial Group
New York
$244K
CIC
1007
Crawford Investment Counsel
Georgia
$244K
CAL
1008
Capital Advisors Ltd
Ohio
$239K -$94.5K -905 -28%
SFS
1009
Stiles Financial Services
Minnesota
$237K +$17.6K +169 +8%
PTC
1010
Petrus Trust Company
Texas
$236K +$236K +2,267 New
BPFA
1011
Barnes Pettey Financial Advisors
Mississippi
$236K -$3.13K -30 -1%
SC
1012
Scotia Capital
Ontario, Canada
$236K -$22.7K -218 -9%
JCM
1013
Jacobi Capital Management
Pennsylvania
$236K -$3.96K -38 -2%
GVAG
1014
Great Valley Advisor Group
Delaware
$236K -$136K -1,309 -37%
WKWM
1015
Walter & Keenan Wealth Management
Indiana
$233K +$16.9K +162 +8%
CWS
1016
Confluence Wealth Services
Pennsylvania
$231K +$5.11K +49 +2%
GA
1017
Geller Advisors
New York
$231K +$25.3K +243 +12%
IIM
1018
Ipswich Investment Management
Massachusetts
$231K -$31.1K -298 -12%
PP
1019
PDS Planning
Ohio
$230K +$230K +2,210 New
WB
1020
WesBanco Bank
West Virginia
$229K -$18.5K -178 -7%
ECM
1021
Elgethun Capital Management
South Dakota
$228K
RC
1022
Rovin Capital
Arizona
$228K -$29K -278 -11%
TPWA
1023
TRUE Private Wealth Advisors
Oregon
$228K -$74.6K -715 -25%
P
1024
Palladiem
Pennsylvania
$227K
BWM
1025
Baron Wealth Management
Michigan
$227K +$1.67K +16 +0.7%