IDEX
432 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, 134 increasing their positions, 159 reducing their positions, and 30 closing their positions.
80% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $10.1B → $11B (+$981M)
5% more funds holding
Funds holding: 411 → 432 (+21)
0.51% less ownership
Funds ownership: 96.14% → 95.63% (-0.51%)
12% less call options, than puts
Call options by funds: $14.4M | Put options by funds: $16.5M
16% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$55.2M |
| 2 |
Millennium Management
New York
|
+$32M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$25.4M |
| 4 |
TCP
ThornTree Capital Partners
Boston,
Massachusetts
|
+$24.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$121M |
| 2 |
JP Morgan Chase
New York
|
-$53.1M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$39.9M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$32.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.8M |
IEX Hedge Fund Activity: Q3 2018 in Review
432 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2018, worth a combined $11B — up 9.7% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IEX positions and 30 closed out — a net gain of 24 holders — while 134 added to existing stakes and 159 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $55.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $121M.
- 432 institutional investors held IDEX (IEX) as of Q3 2018, up from 411 in Q2 2018.
- Funds reported $11B of IDEX stock for Q3 2018, up 9.7% quarter-over-quarter.
- 54 funds opened new IDEX positions in Q3 2018 and 30 closed out, a net change of +24 holders.
- The largest IDEX buyer in Q3 2018 was Wellington Management Group, an estimated $55.2M added.
- The largest IDEX seller in Q3 2018 was T. Rowe Price Associates, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2018.