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Intercontinental Exchange

1,428 hedge funds and large institutions have $69.3B invested in Intercontinental Exchange in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 518 increasing their positions, 510 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 86

140% more call options, than puts

Call options by funds: $492M | Put options by funds: $205M

23% more capital invested

Capital invested by funds: $56.2B → $69.3B (+$13.1B)

10% more funds holding

Funds holding: 1,3001,428 (+128)

4.75% more ownership

Funds ownership: 89.32%94.06% (+4.7%)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

2% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 510

Holders
1,428
Holders Change
+128
Holders Change %
+9.85%
% of All Funds
20.82%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.74%
New
236
Increased
518
Reduced
510
Closed
86
Calls
$492M
Puts
$205M
Net Calls
+$287M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Atticus Wealth Management
Florida
$31.8K
GWSG
1302
GPS Wealth Strategies Group
Colorado
$30.2K
OC
1303
Oakworth Capital
Alabama
$30.1K +$4.65K +41 +21%
CJ
1304
Caitlin John
Michigan
$29.8K +$26.3K +232 New
FFA
1305
Frazier Financial Advisors
Ohio
$29K +$25.6K +226 New
AS
1306
Altshuler Shaham
Israel
$28.9K +$25.5K +225 New
S
1307
Sachetta
Massachusetts
$28.9K +$25.5K +225 New
C
1308
Covestor
United Kingdom
$28K +$340 +3 +1%
SCA
1309
Stuart Chaussee & Associates
California
$28K +$24.7K +218 New
FFO
1310
Fortitude Family Office
Arizona
$27.9K +$24.6K +217 New
MHR
1311
Matthew Hamilton Rosenberg
$27.7K
MWM
1312
Mascoma Wealth Management
New Hampshire
$27.6K
OIAM
1313
OFI Invest Asset Management
France
$27.4K -$113 -1 -0.4%
LOIP
1314
Live Oak Investment Partners
Texas
$27.2K
CPG
1315
Custom Portfolio Group
Colorado
$27K +$23.8K +210 New
PWMG
1316
Prestige Wealth Management Group
New Jersey
$26.8K -$16.6K -146 -41%
CWM
1317
Cedar Wealth Management
California
$26.7K
GKIM
1318
GW&K Investment Management
Massachusetts
$26K +$1.13K +10 +5%
WTA
1319
Washington Trust Advisors
Massachusetts
$25.9K +$454 +4 +2%
MMG
1320
Monetary Management Group
Missouri
$25.7K
LFASL
1321
Lugano Financial Advisors SA (LFA)
Switzerland
$24.4K +$13.6K +120 +171%
IPW
1322
Impact Partnership Wealth
Georgia
$24K
PA
1323
PSI Advisors
Florida
$24K
AFG
1324
Albion Financial Group
Utah
$23.9K -$567 -5 -3%
NMG
1325
New Millennium Group
Utah
$23.8K -$1.16M -10,250 -98%