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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 %
PPWP
1076
Premier Path Wealth Partners
New Jersey
$292K +$292K +2,276 New
MCWA
1077
Meadow Creek Wealth Advisors
Georgia
$292K +$292K +2,273 New
VC
1078
Veracity Capital
Georgia
$291K +$8.48K +66 +3%
BPFA
1079
Barnes Pettey Financial Advisors
Mississippi
$291K – – –
EFA
1080
Evernest Financial Advisors
Indiana
$290K +$290K +2,262 New
PWMAG
1081
Pinnacle Wealth Management Advisory Group
New Jersey
$289K +$289K +2,251 New
WOC
1082
West Oak Capital
California
$289K – – –
WCF
1083
West Coast Financial
California
$289K +$12.6K +98 +5%
BONST
1084
Bank of Nova Scotia Trust
Ontario, Canada
$288K -$4.24K -33 -1%
CIC
1085
Crawford Investment Counsel
Georgia
$287K – – –
UF
1086
Univest Financial
Pennsylvania
$286K +$11.6K +90 +4%
Tudor Investment Corp
1087
Tudor Investment Corp
Connecticut
$286K +$286K +2,229 New
WCWM
1088
Willow Creek Wealth Management
California
$285K +$21.2K +165 +8%
SC
1089
Scotia Capital
Ontario, Canada
$284K -$16.4K -128 -5%
IIC
1090
Integrated Investment Consultants
Michigan
$282K +$3.21K +25 +1%
DIA
1091
Dana Investment Advisors
Wisconsin
$281K +$30.4K +237 +12%
WC
1092
Waterloo Capital
Texas
$281K +$281K +2,185 New
ECM
1093
Elgethun Capital Management
South Dakota
$280K – – –
FIM
1094
Freedom Investment Management
Connecticut
$279K -$29.9K -233 -10%
FTIS
1095
First Trust Investment Solutions
Florida
$278K +$278K +2,161 New
FTWA
1096
Fifth Third Wealth Advisors
Ohio
$273K +$20.5K +160 +8%
MC
1097
Middleton & Co
Massachusetts
$273K – – –
MSFS
1098
Main Street Financial Solutions
Pennsylvania
$273K -$6.55K -51 -2%
PI
1099
Putnam Investments
Massachusetts
$267K -$3.41M -26,580 -93%
AWA
1100
Aaron Wealth Advisors
Illinois
$266K +$25.8K +201 +11%
42 43
44
45 46