IDEX
425 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 158 reducing their positions, and 40 closing their positions.
67% more call options, than puts
Call options by funds: $18.5M | Put options by funds: $11.1M
14% more capital invested
Capital invested by funds: $11B → $12.6B (+$1.59B)
10% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 40
1% more ownership
Funds ownership: 95.86% → 96.87% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less funds holding
Funds holding: 426 → 425 (-1)
12% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 158
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$94.5M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$33.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$30.3M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$28.3M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$80.8M |
| 2 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$44.4M |
| 3 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$24.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$23.9M |
| 5 |
Goldman Sachs
New York
|
-$23.7M |
IEX Hedge Fund Activity: Q2 2019 in Review
425 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2019, worth a combined $12.6B — up 14% from $11B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IEX positions and 40 closed out — a net gain of 4 holders — while 139 added to existing stakes and 158 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $120M. The largest seller was T. Rowe Price Associates, cutting an estimated $80.8M.
- 425 institutional investors held IDEX (IEX) as of Q2 2019, down from 426 in Q1 2019.
- Funds reported $12.6B of IDEX stock for Q2 2019, up 14% quarter-over-quarter.
- 44 funds opened new IDEX positions in Q2 2019 and 40 closed out, a net change of +4 holders.
- The largest IDEX buyer in Q2 2019 was Fidelity Investments, an estimated $120M added.
- The largest IDEX seller in Q2 2019 was T. Rowe Price Associates, an estimated $80.8M sold.
Based on aggregated 13F filings for Q2 2019.