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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
376
Financial Architects (New Jersey)
New Jersey
$37K -$6.77K -45 -15%
WTC
377
WhitTier Trust Company
Nevada
$37K – – –
PCG
378
Private Capital Group
Connecticut
$36K – – –
GWM
379
Geneos Wealth Management
Colorado
$36K +$36K +239 New
SWM
380
SeaCrest Wealth Management
New York
$35K -$601 -4 -2%
CFA
381
Camarda Financial Advisors
Florida
$33K – – –
LNB
382
Ledyard National Bank
$32K – – –
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$32K – – –
OWA
384
One Wealth Advisors
California
$30K – – –
EWM
385
Edge Wealth Management
New York
$29K – – –
PSC
386
Prentiss Smith & Co
Vermont
$26K – – –
JA
387
JOYN Advisors
Georgia
$26K +$1.19K +8 +5%
AA
388
Ancora Advisors
Ohio
$25K +$25K +168 New
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$24K +$24K +162 New
RCAG
390
Rehmann Capital Advisory Group
Michigan
$23.5K -$603 -4 -3%
CBOA
391
Commonwealth Bank of Australia
Australia
$23K – – –
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
GAM
393
Gemmer Asset Management
California
$21K – – –
PA
394
Parallel Advisors
California
$20K – – –
CAW
395
Cornerstone Advisors (Washington)
Washington
$18K +$3.75K +25 +26%
TL
396
TrueWealth LLC
Georgia
$16K – – –
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$16K +$2.44K +16 +18%
VCM
398
Versant Capital Management
Arizona
$15K – – –
SIAS
399
Shine Investment Advisory Services
Colorado
$14K – – –
OC
400
Oakworth Capital
Alabama
$14K – – –
14 15
16
17 18