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Intercontinental Exchange
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Overview Fund Activity

1,446 hedge funds and large institutions have $70.4B invested in Intercontinental Exchange in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 563 increasing their positions, 530 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,446
Holders Change
+28
Holders Change %
+1.97%
% of All Funds
20.96%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.64%
New
136
Increased
563
Reduced
530
Closed
95
Calls
$343M
Puts
$269M
Net Calls
+$74.4M
Net Calls Change
-$213M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$486M
2
DZ Bank
DZ Bank
Germany
+$399M
3
Franklin Resources
Franklin Resources
California
+$195M
4
AM
AGF Management
Ontario, Canada
+$172M
5
CIM
CCLA Investment Management
United Kingdom
+$153M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.35B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$955M
3
VanEck Associates
VanEck Associates
New York
-$174M
4
Harris Associates
Harris Associates
Illinois
-$115M
5
Holocene Advisors
Holocene Advisors
New York
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
1026
Moneta Group Investment Advisors
Missouri
$389K -$38.3K -279 -9%
WANY
1027
Wealthspire Advisors (New York)
New York
$389K -$61K -444 -14%
KWA
1028
Kingswood Wealth Advisors
California
$387K +$687 +5 +0.2%
BFS
1029
Bradley Foster & Sargent
Connecticut
$386K -$15.4K -112 -4%
MCWA
1030
Meadow Creek Wealth Advisors
Georgia
$385K +$72.8K +530 +23%
MW
1031
Marcum Wealth
Ohio
$385K +$12K +87 +3%
MFG
1032
Merit Financial Group
Georgia
$380K +$154K +1,180 +68%
SQA
1033
Simon Quick Advisors
New Jersey
$379K +$64.6K +470 +21%
PWM
1034
Power Wealth Management
Georgia
$378K +$116K +843 +44%
PB
1035
Pinnacle Bancorp
Nebraska
$377K – – –
LWM
1036
Lyell Wealth Management
California
$377K – – –
JIC
1037
Johnson Investment Counsel
Ohio
$376K +$25.3K +184 +7%
JFG
1038
Jefferies Financial Group
New York
$376K -$15.6M -113,539 -98%
CBT
1039
CoreFirst Bank & Trust
Kansas
$372K -$12.6K -92 -3%
ITIM
1040
Indiana Trust & Investment Management
Indiana
$371K +$23.1K +168 +7%
FFA
1041
First Foundation Advisors
California
$369K -$2.75K -20 -0.7%
TW
1042
TritonPoint Wealth
Maryland
$369K +$11.3K +108 +3%
CA
1043
Commerzbank Aktiengesellschaft
Germany
$369K +$94.7K +688 +35%
XT
1044
XTX Topco
Cayman Islands
$369K +$369K +2,684 New
CWS
1045
Confluence Wealth Services
Pennsylvania
$368K +$51.8K +377 +16%
SWM
1046
SeaCrest Wealth Management
New York
$367K -$25.2K -183 -6%
RPCONE
1047
Retirement Planning Company of New England
Rhode Island
$365K -$50K -364 -12%
FCH
1048
Freestone Capital Holdings
Washington
$365K -$275 -2 -0.1%
VA
1049
Valmark Advisers
Ohio
$365K – – –
GA
1050
Geller Advisors
New York
$364K +$28.4K +207 +8%
40 41
42
43 44