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Intercontinental Exchange

652 hedge funds and large institutions have $27.3B invested in Intercontinental Exchange in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 241 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 34

203% more call options, than puts

Call options by funds: $425M | Put options by funds: $140M

88% more funds holding in top 10

Funds holding in top 10: 1630 (+14)

29% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 187

18% more capital invested

Capital invested by funds: $23.2B → $27.3B (+$4.08B)

13% more funds holding

Funds holding: 575652 (+77)

0.16% less ownership

Funds ownership: 448.33%448.17% (-0.16%)

Holders
652
Holders Change
+77
Holders Change %
+13.39%
% of All Funds
17.1%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.79%
New
117
Increased
241
Reduced
187
Closed
34
Calls
$425M
Puts
$140M
Net Calls
+$285M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.73B +$199M +3,953,725 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.75B +$157M +3,114,825 +10%
State Street
3
State Street
Massachusetts
$1.17B +$58.7M +1,167,985 +5%
BIT
4
BlackRock Institutional Trust
California
$870M +$3.87M +77,020 +0.5%
JSP
5
Jackson Square Partners
California
$850M +$20.5M +406,725 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$829M -$35.5M -706,050 -4%
Goldman Sachs
7
Goldman Sachs
New York
$667M -$27.8M -553,140 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$652M +$135M +2,681,990 +27%
JP Morgan Chase
9
JP Morgan Chase
New York
$623M -$123M -2,448,645 -17%
CG
10
Carmignac Gestion
France
$599M +$104M +2,077,305 +22%
HCM
11
Highfields Capital Management
Massachusetts
$551M -$26.9M -534,655 -5%
Ameriprise
12
Ameriprise
Minnesota
$507M +$9.38M +186,495 +2%
BFA
13
BlackRock Fund Advisors
California
$488M +$36.3M +722,570 +8%
Northern Trust
14
Northern Trust
Illinois
$464M -$10.4M -207,415 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$434M +$77.9M +1,548,725 +22%
IC
16
Institutional Capital
Illinois
$390M +$27.6M +547,980 +8%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$371M -$67.2M -1,336,445 -16%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$364M +$4M +79,575 +1%
Bank of America
19
Bank of America
North Carolina
$356M -$2.54M -50,505 -0.7%
Capital International Investors
20
Capital International Investors
California
$340M +$298K +5,925 +0.1%
Lazard Asset Management
21
Lazard Asset Management
New York
$339M -$92.7M -1,842,565 -22%
AAMU
22
Amundi Asset Management US
Massachusetts
$307M -$3.01M -59,865 -1%
Wells Fargo
23
Wells Fargo
California
$306M -$1.08M -21,455 -0.4%
TCIM
24
TIAA CREF Investment Management
New York
$290M +$81M +1,610,090 +40%
AAM
25
Aberdeen Asset Management
United Kingdom
$284M +$195M +3,870,370 +203%

ICE Hedge Fund Activity: Q4 2015 in Review

652 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intercontinental Exchange (ICE) for Q4 2015, worth a combined $27.3B — up 18% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ICE positions and 34 closed out — a net gain of 83 holders — while 241 added to existing stakes and 187 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $199M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 652 institutional investors held Intercontinental Exchange (ICE) as of Q4 2015, up from 575 in Q3 2015.
  • Funds reported $27.3B of Intercontinental Exchange stock for Q4 2015, up 18% quarter-over-quarter.
  • 117 funds opened new Intercontinental Exchange positions in Q4 2015 and 34 closed out, a net change of +83 holders.
  • The largest Intercontinental Exchange buyer in Q4 2015 was T. Rowe Price Associates, an estimated $199M added.
  • The largest Intercontinental Exchange seller in Q4 2015 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2015.