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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
CFA
326
Camarda Financial Advisors
Florida
$27K – – –
LNB
327
Ledyard National Bank
$26K – – –
CG
328
Cutler Group
California
$22K -$23.4K -200 -52%
PSC
329
Prentiss Smith & Co
Vermont
$21K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$19K -$6.42K -55 -26%
AIM
331
Advantage Investment Management
Iowa
$19K – – –
GAM
332
Gemmer Asset Management
California
$17K – – –
SIAS
333
Shine Investment Advisory Services
Colorado
$14K – – –
TRCT
334
Tower Research Capital (TRC)
New York
$14K +$13.8K +118 New
ZB
335
Zions Bancorporation
Utah
$14K +$13.9K +119 New
PA
336
Parallel Advisors
California
$13K – – –
CHC
337
City Holding Co
West Virginia
$13K +$4.44K +38 +54%
WCBA
338
Weaver C. Barksdale & Associates
Tennessee
$12K -$584 -5 -5%
VCM
339
Versant Capital Management
Arizona
$12K -$467 -4 -4%
CAW
340
Cornerstone Advisors (Washington)
Washington
$10K – – –
GWM
341
Geneos Wealth Management
Colorado
$8K – – –
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.28K +11 +22%
EWM
343
Evercore Wealth Management
New York
$6K – – –
ACM
344
Armbruster Capital Management
New York
$5K – – –
CFD
345
Creative Financial Designs
Indiana
$5K – – –
SPIA
346
Steward Partners Investment Advisory
New York
$4K -$234 -2 -5%
TCA
347
Tortoise Capital Advisors
Kansas
$4K – – –
TWA
348
TCI Wealth Advisors
Arizona
$3K – – –
PMFA
349
Plante Moran Financial Advisors
Michigan
$2K -$22.8K -195 -92%
TFO
350
Tarbox Family Office
California
$2K – – –
12 13
14
15 16

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.