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IDEX
IEX

357 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.64M

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

8% more funds holding

Funds holding: 330 → 357 (+27)

6% more capital invested

Capital invested by funds: $8.57B → $9.08B (+$508M)

1.71% less ownership

Funds ownership: 99.51% → 97.8% (-1.7%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
136
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.9M
2
Millennium Management
Millennium Management
New York
+$17.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.1M
4
O
OppenheimerFunds
New York
+$16.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.8M
2
Primecap Management
Primecap Management
California
-$44.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$39M
4
Capital International Investors
Capital International Investors
California
-$33.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$643K – – –
ProShare Advisors
227
ProShare Advisors
Maryland
$637K -$52.1K -446 -8%
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
$625K -$14.6K -125 -2%
KI
229
Koch Industries
Kansas
$612K +$588K +5,031 New
LIC
230
Lodestar Investment Counsel
Illinois
$571K – – –
TAM
231
Tyers Asset Management
Texas
$560K +$69.1K +592 +15%
American Century Companies
232
American Century Companies
Missouri
$550K -$630K -5,399 -54%
Caisse de Depot et Placement du Quebec (CDPQ)
233
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$549K +$11.7K +100 +2%
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$539K +$518K +4,437 New
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$534K +$514K +4,400 New
AQR Capital Management
236
AQR Capital Management
Connecticut
$529K +$38.7K +331 +8%
GAM
237
Gotham Asset Management
New York
$526K -$4M -34,259 -89%
SCA
238
Snowden Capital Advisors
New York
$525K +$30K +257 +6%
SWP
239
Stratos Wealth Partners
Ohio
$521K -$9.81K -84 -2%
Assenagon Asset Management
240
Assenagon Asset Management
Luxembourg
$516K +$496K +4,251 New
William Blair & Company
241
William Blair & Company
Illinois
$514K -$58.4K -500 -11%
TA
242
Tiedemann Advisors
New York
$506K -$78.5K -672 -11%
PAM
243
Panagora Asset Management
Massachusetts
$484K +$110K +941 +31%
FA
244
Fagan Associates
New York
$477K – – –
Squarepoint
245
Squarepoint
New York
$466K +$448K +3,836 New
MF
246
Magnetar Financial
Illinois
$458K -$630K -5,399 -59%
SWM
247
Segment Wealth Management
Texas
$456K -$10.2K -87 -2%
PHS
248
Pekin Hardy Strauss
Illinois
$449K -$117K -1,000 -21%
RJT
249
Raymond James Trust
Florida
$427K -$36.1K -309 -8%
GCA
250
Gideon Capital Advisors
New York
$418K +$402K +3,445 New
8 9
10
11 12

IEX Hedge Fund Activity: Q3 2017 in Review

357 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2017, worth a combined $9.08B — up 5.9% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IEX positions and 19 closed out — a net gain of 30 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $73.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $46.8M.

  • 357 institutional investors held IDEX (IEX) as of Q3 2017, up from 330 in Q2 2017.
  • Funds reported $9.08B of IDEX stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 49 funds opened new IDEX positions in Q3 2017 and 19 closed out, a net change of +30 holders.
  • The largest IDEX buyer in Q3 2017 was Wellington Management Group, an estimated $73.9M added.
  • The largest IDEX seller in Q3 2017 was T. Rowe Price Associates, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2017.