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Intercontinental Exchange

878 hedge funds and large institutions have $37.9B invested in Intercontinental Exchange in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 288 increasing their positions, 342 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 2641 (+15)

6% more funds holding

Funds holding: 828878 (+50)

0.48% more ownership

Funds ownership: 89.63%90.11% (+0.48%)

2% less capital invested

Capital invested by funds: $38.5B → $37.9B (-$589M)

4% less call options, than puts

Call options by funds: $157M | Put options by funds: $164M

16% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 342

Holders
878
Holders Change
+50
Holders Change %
+6.04%
% of All Funds
19.56%
Holding in Top 10
41
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+57.69%
% of All Funds
0.91%
New
133
Increased
288
Reduced
342
Closed
75
Calls
$157M
Puts
$164M
Net Calls
-$6.5M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.19B +$23.2M +302,844 +0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.71B -$153M -1,991,912 -5%
BlackRock
3
BlackRock
New York
$2.55B +$20.5M +267,793 +0.8%
State Street
4
State Street
Massachusetts
$1.84B -$21.7M -283,631 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.69B -$147M -1,912,179 -8%
Capital International Investors
6
Capital International Investors
California
$1.58B +$769M +10,028,824 +92%
Capital World Investors
7
Capital World Investors
California
$1.38B +$247M +3,224,167 +21%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$862M -$58.2M -759,487 -6%
Northern Trust
9
Northern Trust
Illinois
$807M +$10.5M +137,414 +1%
Lazard Asset Management
10
Lazard Asset Management
New York
$615M +$44.3M +578,226 +8%
JSP
11
Jackson Square Partners
California
$533M -$23.3M -304,036 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$532M -$53.2M -694,175 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$511M -$244M -3,182,544 -32%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$497M +$33.8M +440,954 +7%
Bank of America
15
Bank of America
North Carolina
$486M +$4.27M +55,684 +0.9%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$471M -$22.7M -296,210 -5%
CG
17
Carmignac Gestion
France
$460M -$89M -1,161,307 -16%
UBS Group
18
UBS Group
Switzerland
$459M -$2.33M -30,427 -0.5%
Goldman Sachs
19
Goldman Sachs
New York
$392M -$559K -7,295 -0.1%
Norges Bank
20
Norges Bank
Norway
$379M +$12.9M +168,343 +3%
Wells Fargo
21
Wells Fargo
California
$375M -$18M -234,557 -5%
CCM
22
Cantillon Capital Management
New York
$353M +$2.5M +32,616 +0.7%
EC
23
Eminence Capital
New York
$353M -$13.1M -170,735 -4%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$352M +$75.7M +987,229 +27%
Franklin Resources
25
Franklin Resources
California
$330M -$12.2M -158,596 -3%

ICE Hedge Fund Activity: Q4 2018 in Review

878 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Intercontinental Exchange (ICE) for Q4 2018, worth a combined $37.9B — down 1.5% from $38.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new ICE positions and 75 closed out — a net gain of 58 holders — while 288 added to existing stakes and 342 trimmed.

The largest buyer was Capital International Investors, adding an estimated $769M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $292M sold.

  • 878 institutional investors held Intercontinental Exchange (ICE) as of Q4 2018, up from 828 in Q3 2018.
  • Funds reported $37.9B of Intercontinental Exchange stock for Q4 2018, down 1.5% quarter-over-quarter.
  • 133 funds opened new Intercontinental Exchange positions in Q4 2018 and 75 closed out, a net change of +58 holders.
  • The largest Intercontinental Exchange buyer in Q4 2018 was Capital International Investors, an estimated $769M added.
  • The largest Intercontinental Exchange seller in Q4 2018 was EdgePoint Investment Group, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2018.