IDEX
623 hedge funds and large institutions have $17.8B invested in IDEX in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 224 increasing their positions, 227 reducing their positions, and 43 closing their positions.
59% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $1.73M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
7% more capital invested
Capital invested by funds: $16.6B → $17.8B (+$1.19B)
1% more funds holding
Funds holding: 618 → 623 (+5)
1% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 227
4.6% less ownership
Funds ownership: 101.29% → 96.69% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$125M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$57.4M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$46.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.3M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$619M |
| 2 |
Amundi
Paris,
France
|
-$90.3M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$84.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$58.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$57M |
IEX Hedge Fund Activity: Q1 2024 in Review
623 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2024, worth a combined $17.8B — up 7.2% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IEX positions and 43 closed out — a net gain of 10 holders — while 224 added to existing stakes and 227 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $619M.
- 623 institutional investors held IDEX (IEX) as of Q1 2024, up from 618 in Q4 2023.
- Funds reported $17.8B of IDEX stock for Q1 2024, up 7.2% quarter-over-quarter.
- 53 funds opened new IDEX positions in Q1 2024 and 43 closed out, a net change of +10 holders.
- The largest IDEX buyer in Q1 2024 was T. Rowe Price Associates, an estimated $125M added.
- The largest IDEX seller in Q1 2024 was Morgan Stanley, an estimated $619M sold.
Based on aggregated 13F filings for Q1 2024.