IDEX
314 hedge funds and large institutions have $6.98B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $6.16B → $6.98B (+$815M)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
0.45% less ownership
Funds ownership: 98.85% → 98.4% (-0.45%)
1% less funds holding
Funds holding: 317 → 314 (-3)
31% less call options, than puts
Call options by funds: $2.08M | Put options by funds: $3M
44% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$138M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$21.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.2M |
| 4 |
JP Morgan Chase
New York
|
+$14.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$47.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$44.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.1M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$19.4M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$14.2M |
IEX Hedge Fund Activity: Q3 2016 in Review
314 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2016, worth a combined $6.98B — up 13% from $6.16B a quarter earlier.
Fund positioning in IEX was balanced in Q3 2016: 25 funds opened new positions, 25 closed out, 86 added to existing stakes and 153 trimmed.
The largest buyer was Capital World Investors, adding an estimated $138M. The largest seller was Fidelity International, exiting entirely with an estimated $47.1M sold.
- 314 institutional investors held IDEX (IEX) as of Q3 2016, down from 317 in Q2 2016.
- Funds reported $6.98B of IDEX stock for Q3 2016, up 13% quarter-over-quarter.
- 25 funds opened new IDEX positions in Q3 2016 and 25 closed out, a net change of 0 holders.
- The largest IDEX buyer in Q3 2016 was Capital World Investors, an estimated $138M added.
- The largest IDEX seller in Q3 2016 was Fidelity International, an estimated $47.1M sold.
Based on aggregated 13F filings for Q3 2016.