IDEX
408 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 150 reducing their positions, and 35 closing their positions.
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
8% more capital invested
Capital invested by funds: $9.75B → $10.6B (+$810M)
3% more funds holding
Funds holding: 395 → 408 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less ownership
Funds ownership: 96.79% → 96.79% (-0%)
8% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 150
12% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $13.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$54.4M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$35.4M |
| 3 |
BlackRock
New York
|
+$33.3M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$32.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35.9M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$28.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.5M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$22.9M |
IEX Hedge Fund Activity: Q1 2018 in Review
408 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2018, worth a combined $10.6B — up 8.3% from $9.75B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IEX positions and 35 closed out — a net gain of 15 holders — while 138 added to existing stakes and 150 trimmed.
The largest buyer was Barclays, adding an estimated $54.4M. The largest seller was Wellington Management Group, cutting an estimated $36.9M.
- 408 institutional investors held IDEX (IEX) as of Q1 2018, up from 395 in Q4 2017.
- Funds reported $10.6B of IDEX stock for Q1 2018, up 8.3% quarter-over-quarter.
- 50 funds opened new IDEX positions in Q1 2018 and 35 closed out, a net change of +15 holders.
- The largest IDEX buyer in Q1 2018 was Barclays, an estimated $54.4M added.
- The largest IDEX seller in Q1 2018 was Wellington Management Group, an estimated $36.9M sold.
Based on aggregated 13F filings for Q1 2018.