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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
WEC
276
Winslow Evans & Crocker
Massachusetts
$304K +$292K +2,500 New
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$301K -$25.3K -217 -8%
AA
278
ALPS Advisors
Colorado
$301K +$289K +2,478 New
RQS
279
Ramsey Quantitative Systems
Kentucky
$297K +$94K +805 +5%
GIA
280
Gateway Investment Advisers
Ohio
$296K -$144K -1,232 -34%
CTC
281
Central Trust Company
Missouri
$294K -$51.6K -442 -15%
US Bancorp
282
US Bancorp
Minnesota
$287K -$7.24K -62 -3%
MCM
283
McKinley Capital Management
Alaska
$282K -$19.9K -170 -7%
Point72 Asset Management
284
Point72 Asset Management
Connecticut
$279K +$269K +2,300 New
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$273K – – –
PM
286
Parametrica Management
Hong Kong
$272K +$261K +2,239 New
Verition Fund Management
287
Verition Fund Management
Connecticut
$271K -$219K -1,878 -46%
Baird Financial Group
288
Baird Financial Group
Wisconsin
$268K +$257K +2,204 New
EOJOAM
289
E. Ohman J:or Asset Management
Sweden
$267K – – –
UCFA
290
United Capital Financial Advisors
Texas
$234K -$16.9K -145 -7%
HMS
291
Hanseatic Management Services
New Mexico
$232K -$40.4K -346 -15%
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$230K +$8.17K +70 +4%
Axa
293
Axa
France
$227K +$218K +1,871 New
WAM
294
Wallington Asset Management
Indiana
$219K – – –
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$217K -$85.1K -729 -29%
SI
296
Stephens Inc
Arkansas
$215K +$207K +1,769 New
ECM
297
Estabrook Capital Management
New York
$213K – – –
AP
298
Advisor Partners
California
$204K +$196K +1,677 New
LS
299
Livforsakringsbolaget Skandia
Sweden
$194K – – –
ST
300
Smithfield Trust
Pennsylvania
$191K -$14K -120 -7%
10 11
12
13 14

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.