IDEX
276 hedge funds and large institutions have $5.46B invested in IDEX in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 16 closing their positions.
186% more call options, than puts
Call options by funds: $5.02M | Put options by funds: $1.75M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
2% more funds holding
Funds holding: 271 → 276 (+5)
0.52% more ownership
Funds ownership: 98.69% → 99.21% (+0.52%)
9% less capital invested
Capital invested by funds: $6.03B → $5.46B (-$567M)
11% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$72.8M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$43.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$36.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$48.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$48.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$27.3M |
| 4 |
JP Morgan Chase
New York
|
-$23M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$11.2M |
IEX Hedge Fund Activity: Q3 2015 in Review
276 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2015, worth a combined $5.46B — down 9.4% from $6.03B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IEX positions and 16 closed out — a net gain of 7 holders — while 94 added to existing stakes and 106 trimmed.
The largest buyer was Atlanta Capital Management, adding an estimated $72.8M. The largest seller was Bank of New York Mellon, cutting an estimated $48.8M.
- 276 institutional investors held IDEX (IEX) as of Q3 2015, up from 271 in Q2 2015.
- Funds reported $5.46B of IDEX stock for Q3 2015, down 9.4% quarter-over-quarter.
- 23 funds opened new IDEX positions in Q3 2015 and 16 closed out, a net change of +7 holders.
- The largest IDEX buyer in Q3 2015 was Atlanta Capital Management, an estimated $72.8M added.
- The largest IDEX seller in Q3 2015 was Bank of New York Mellon, an estimated $48.8M sold.
Based on aggregated 13F filings for Q3 2015.