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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
Capstone Investment Advisors
251
Capstone Investment Advisors
New York
$412K +$397K +3,396 New
Nordea Investment Management
252
Nordea Investment Management
Sweden
$406K – – –
YMRC
253
Yorktown Management & Research Company
Virginia
$401K – – –
SAM
254
Shell Asset Management
Netherlands
$398K -$365K -3,122 -49%
FIM
255
Foresters Investment Management
New York
$391K +$101K +866 +37%
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$391K +$267K +2,284 +243%
RCM
257
Riverhead Capital Management
Delaware
$390K +$36.3K +311 +11%
ASN
258
Advisory Services Network
Georgia
$382K -$1.28K -11 -0.3%
FCBT
259
First Citizens Bank & Trust
North Carolina
$374K +$360K +3,080 New
CS
260
Candriam SCA
Luxembourg
$368K +$353K +3,026 New
IR
261
Invictus RG
Bermuda
$365K +$223K +1,909 +174%
CI
262
Cigna Investments
Connecticut
$364K -$12.3K -105 -3%
B
263
Barings
North Carolina
$364K – – –
TI
264
Turner Investments
Pennsylvania
$364K – – –
HW
265
Hancock Whitney
Mississippi
$364K +$350K +2,994 New
Creative Planning
266
Creative Planning
Kansas
$363K +$19.6K +168 +6%
JFG
267
Jefferies Financial Group
New York
$361K +$348K +2,976 New
RJFSA
268
Raymond James Financial Services Advisors
Florida
$346K -$16.8K -144 -5%
BMM
269
Buffington Mohr McNeal
Idaho
$343K – – –
TI
270
Trexquant Investment
Connecticut
$339K +$326K +2,791 New
GT
271
Glenview Trust
Kentucky
$337K – – –
GXMC
272
Global X Management Company
New York
$333K -$7.47K -64 -2%
FB
273
Fulton Bank
Pennsylvania
$317K -$94.2K -807 -24%
TAM
274
Tocqueville Asset Management
New York
$307K +$3.62K +31 +1%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$306K +$5.14K +44 +2%
9 10
11
12 13

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.