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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
301
Krilogy Financial
Missouri
$31K -$4.04K -36 -12%
PFP
302
Pinnacle Financial Partners
Tennessee
$30K +$30K +262 New
BBHC
303
Brown Brothers Harriman & Co
New York
$28K – – –
WTC
304
WhitTier Trust Company
Nevada
$28K +$28K +245 New
CFA
305
Camarda Financial Advisors
Florida
$25K +$25K +219 New
PMFA
306
Plante Moran Financial Advisors
Michigan
$24K – – –
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
LNB
308
Ledyard National Bank
$24K – – –
PSC
309
Prentiss Smith & Co
Vermont
$19K – – –
AIM
310
Advantage Investment Management
Iowa
$17K – – –
GAM
311
Gemmer Asset Management
California
$16K – – –
SIAS
312
Shine Investment Advisory Services
Colorado
$13K +$13K +112 New
VCM
313
Versant Capital Management
Arizona
$12K – – –
PA
314
Parallel Advisors
California
$12K +$5.42K +47 +82%
WCBA
315
Weaver C. Barksdale & Associates
Tennessee
$11K -$2.94K -27 -21%
CAW
316
Cornerstone Advisors (Washington)
Washington
$10K – – –
CHC
317
City Holding Co
West Virginia
$8K – – –
GWM
318
Geneos Wealth Management
Colorado
$7K – – –
EWM
319
Evercore Wealth Management
New York
$6K – – –
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
ACM
321
Armbruster Capital Management
New York
$5K – – –
CFD
322
Creative Financial Designs
Indiana
$5K – – –
SPIA
323
Steward Partners Investment Advisory
New York
$4K -$8.1K -83 -67%
TCA
324
Tortoise Capital Advisors
Kansas
$3K – – –
TWA
325
TCI Wealth Advisors
Arizona
$2K – – –
11 12
13
14 15