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IDEX

Ideanomics, Inc. Common Stock

Delisted

IDEX was delisted on the 10th of July, 2024.

61 hedge funds and large institutions have $2M invested in Ideanomics, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $141K | Put options by funds: $63K

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

15% less funds holding

Funds holding: 7261 (-11)

33% less capital invested

Capital invested by funds: $2.96M → $2M (-$964K)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
61
Holders Change
-11
Holders Change %
-15.28%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
12
Closed
19
Calls
$141K
Puts
$63K
Net Calls
+$78K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$3.26K +$3.04K +160 +198%
LSPW
27
Lake Street Private Wealth
Illinois
$2.16K
SC
28
Savant Capital
Illinois
$2.16K
DFG
29
Delta Financial Group
New Jersey
$2K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2K +$247 +13 +10%
LPL Financial
32
LPL Financial
California
$1.83K -$456 -24 -15%
MG
33
Mather Group
Illinois
$1.73K
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.65K -$7.2K -379 -78%
LNWTC
35
Laird Norton Wetherby Trust Company
Washington
$1.28K
IC
36
IEQ Capital
California
$1.15K +$1.61K +85 New
Cerity Partners
37
Cerity Partners
New York
$1.14K -$95 -5 -6%
MA
38
MONECO Advisors
Connecticut
$1.11K
HWA
39
HCR Wealth Advisors
California
$1.08K
PWM
40
Palumbo Wealth Management
New York
$1.08K
SAM
41
Sequent Asset Management
Texas
$1K
TI
42
Tidal Investments
Wisconsin
$1K +$1.69K +89 New
FFA
43
Farther Finance Advisors
California
$308
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140
CIA
45
Cape Investment Advisory
Georgia
$108 +$152 +8 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$89 +$19 +1 +17%
TCWA
47
Ten Capital Wealth Advisors
Washington
$86
FCA
48
FinTrust Capital Advisors
South Carolina
$82
Wells Fargo
49
Wells Fargo
California
$65 +$76 +4 +400%
NSIM
50
North Star Investment Management
Illinois
$59

IDEX Hedge Fund Activity: Q1 2023 in Review

61 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Ideanomics, Inc. Common Stock (IDEX) for Q1 2023, worth a combined $2M — down 33% from $2.96M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IDEX and 10 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Invesco, adding an estimated $382K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $222K sold.

  • 61 institutional investors held Ideanomics, Inc. Common Stock (IDEX) as of Q1 2023, down from 72 in Q4 2022.
  • Funds reported $2M of Ideanomics, Inc. Common Stock stock for Q1 2023, down 33% quarter-over-quarter.
  • 10 funds opened new Ideanomics, Inc. Common Stock positions in Q1 2023 and 19 closed out, a net change of -9 holders.
  • The largest Ideanomics, Inc. Common Stock buyer in Q1 2023 was Invesco, an estimated $382K added.
  • The largest Ideanomics, Inc. Common Stock seller in Q1 2023 was Renaissance Technologies, an estimated $222K sold.

Based on aggregated 13F filings for Q1 2023.