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IDEX
IEX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
23
Increased
94
Reduced
106
Closed
16
Calls
$5.02M
Puts
$1.75M
Net Calls
+$3.27M
Net Calls Change
+$1.16M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$286M
2
Bessemer Group
2
Bessemer Group
New Jersey
$42.3M
3
Capital World Investors
3
Capital World Investors
California
$258M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.6M
2
WA
2
Wasatch Advisors
Utah
$6.47M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
FPA
5
First Pacific Advisors
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
251
Prentiss Smith & Co
Vermont
$12K – – –
MGIA
252
Moneta Group Investment Advisors
Missouri
$12K +$12K +166 New
AIM
253
Advantage Investment Management
Iowa
$11K – – –
WCBA
254
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
GAM
255
Gemmer Asset Management
California
$8K -$2.86K -39 -26%
FHA
256
First Horizon Advisors
Tennessee
$8K – – –
FNYS
257
First New York Securities
New York
$7.49K +$7.49K +105 New
Manulife (Manufacturers Life Insurance)
258
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.19K -$219 -3,066 -3%
TRCT
259
Tower Research Capital (TRC)
New York
$7K +$7K +100 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$6.08K – – –
KT
261
Kanaly Trust
Texas
$6K – – –
WRM
262
Westport Resources Management
Connecticut
$6K – – –
ACS
263
Archford Capital Strategies
Illinois
$6K +$6K +84 New
Creative Planning
264
Creative Planning
Kansas
$6K +$6K +85 New
SIM
265
Sonora Investment Management
Arizona
$6K +$6K +86 New
EFSCE
266
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
UFA
267
US Financial Advisors
Massachusetts
$5K – – –
ASN
268
Advisory Services Network
Georgia
$5K – – –
MFS
269
MSI Financial Services
Massachusetts
$5K +$2.6K +39 +108%
DAM
270
Delta Asset Management
Tennessee
$3K +$3K +40 New
Nuveen Asset Management
271
Nuveen Asset Management
Illinois
$2.33K – – –
TCA
272
Tortoise Capital Advisors
Kansas
$2K – – –
Twin Tree Management
273
Twin Tree Management
Texas
$1K -$148K -2,524 -99%
TFO
274
Tarbox Family Office
California
$1K – – –
TWA
275
TCI Wealth Advisors
Arizona
$1K – – –
8 9 10
11
12