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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 %
LFA
1126
Legacy Financial Advisors
Kentucky
$274K +$22.7K +165 +9%
MCM
1127
Manchester Capital Management
Vermont
$273K +$14.2K +103 +5%
PCP
1128
Proficio Capital Partners
Massachusetts
$272K +$9.07K +66 +3%
SFS
1129
Security Financial Services
Indiana
$272K +$25.4K +185 +10%
SPC
1130
Sigma Planning Corp
Michigan
$271K +$271K +1,971 New
LAM
1131
L2 Asset Management
Massachusetts
$271K +$18.6K +135 +7%
GM
1132
GeoWealth Management
Illinois
$269K +$269K +1,954 New
WCM
1133
Whitener Capital Management
North Carolina
$268K – – –
DWA
1134
Delap Wealth Advisory
Oregon
$267K +$18.7K +136 +8%
SWM
1135
Selective Wealth Management
Virginia
$266K – – –
OPOWM
1136
One Plus One Wealth Management
Florida
$265K – – –
DFG
1137
Demars Financial Group
Washington
$264K +$264K +1,920 New
MG
1138
Mather Group
Illinois
$264K -$2.06K -16 -0.8%
BWM
1139
Baron Wealth Management
Michigan
$263K -$550 -4 -0.2%
CHAM
1140
Clear Harbor Asset Management
Connecticut
$261K -$3.85K -28 -1%
LC
1141
Lindbrook Capital
California
$261K +$7.15K +52 +3%
BFC
1142
Bedel Financial Consulting
Indiana
$260K – – –
SS
1143
Sunbelt Securities
Texas
$259K -$16.5K -120 -6%
MFWP
1144
Mosaic Family Wealth Partners
Missouri
$259K +$259K +1,883 New
WIA
1145
Wetzel Investment Advisors
Indiana
$258K -$1.57K -12 -0.6%
ETIA
1146
Epic Trust Investment Advisors
Washington
$258K +$7.42K +54 +3%
BCFD
1147
Boit C.F. David
$257K – – –
IIM
1148
Ipswich Investment Management
Massachusetts
$255K – – –
SC
1149
Scotia Capital
Ontario, Canada
$255K -$48.9K -356 -16%
WF
1150
Welch & Forbes
Massachusetts
$255K +$26K +189 +11%
44 45
46
47 48