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Intercontinental Exchange

1,174 hedge funds and large institutions have $59B invested in Intercontinental Exchange in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 485 increasing their positions, 405 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 405

19% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 97

13% more call options, than puts

Call options by funds: $262M | Put options by funds: $232M

6% more capital invested

Capital invested by funds: $55.8B → $59B (+$3.15B)

0% more funds holding

Funds holding: 1,1701,174 (+4)

0.5% less ownership

Funds ownership: 89.12%88.62% (-0.5%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

Holders
1,174
Holders Change
+4
Holders Change %
+0.34%
% of All Funds
20.44%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.5%
New
115
Increased
485
Reduced
405
Closed
97
Calls
$262M
Puts
$232M
Net Calls
+$30.3M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1101
Resolute Advisors
California
$19K
TWM
1102
Tradition Wealth Management
Minnesota
$19K
PCH
1103
Polar Capital Holdings
United Kingdom
$18.6K -$316K -2,746 -2%
SWA
1104
Sutton Wealth Advisors
Florida
$18K
RFA
1105
Reilly Financial Advisors
California
$18K -$11.7K -102 -40%
PMFA
1106
Plante Moran Financial Advisors
Michigan
$18K -$7.14K -62 -29%
SC
1107
Sierra Capital
Florida
$18K
WTC
1108
WhitTier Trust Company
Nevada
$18K
ICM
1109
Islay Capital Management
Texas
$17K
PO
1110
Private Ocean
California
$17K +$16.1K +140 New
SIM
1111
Sonora Investment Management
Arizona
$16K +$3.8K +33 +32%
LWP
1112
Lumature Wealth Partners
Georgia
$16K +$4.14K +36 +36%
CMBA
1113
C.M. Bidwell & Associates
Hawaii
$16K +$15.4K +134 New
OC
1114
Oakworth Capital
Alabama
$15K
SWA
1115
SOA Wealth Advisors
New York
$15K +$2.19K +19 +17%
CFO
1116
CVA Family Office
Colorado
$13K -$40.3K -350 -77%
HFM
1117
Harvest Fund Management
China
$13K -$34.8K -302 -73%
MHR
1118
Matthew Hamilton Rosenberg
$13K -$15.9K -138 -55%
TSW
1119
Thompson Siegel & Walmsley
Virginia
$13K
CCA
1120
Column Capital Advisors
Indiana
$12K
PFGIA
1121
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$5.87K +51 +106%
FPB
1122
First PREMIER Bank
South Dakota
$12K +$11.5K +100 New
FNBOSM
1123
First National Bank of South Miami
Florida
$11K
AW
1124
Alaethes Wealth
Nevada
$11K +$10.9K +95 New
CWA
1125
Clearview Wealth Advisors
Oregon
$10K

ICE Hedge Fund Activity: Q2 2021 in Review

1,174 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Intercontinental Exchange (ICE) for Q2 2021, worth a combined $59B — up 5.6% from $55.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new ICE positions and 97 closed out — a net gain of 18 holders — while 485 added to existing stakes and 405 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $558M. The largest seller was T. Rowe Price Associates, cutting an estimated $569M.

  • 1,174 institutional investors held Intercontinental Exchange (ICE) as of Q2 2021, up from 1,170 in Q1 2021.
  • Funds reported $59B of Intercontinental Exchange stock for Q2 2021, up 5.6% quarter-over-quarter.
  • 115 funds opened new Intercontinental Exchange positions in Q2 2021 and 97 closed out, a net change of +18 holders.
  • The largest Intercontinental Exchange buyer in Q2 2021 was Independent Franchise Partners, an estimated $558M added.
  • The largest Intercontinental Exchange seller in Q2 2021 was T. Rowe Price Associates, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2021.