IDEX
279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.
98% more call options, than puts
Call options by funds: $6.15M | Put options by funds: $3.11M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.28% more ownership
Funds ownership: 97.12% → 97.4% (+0.28%)
4% less capital invested
Capital invested by funds: $6.03B → $5.79B (-$241M)
4% less funds holding
Funds holding: 292 → 279 (-13)
12% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 109
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$80M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$12.5M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$106M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$22.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$18M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$15M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.5M |
IEX Hedge Fund Activity: Q1 2015 in Review
279 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2015, worth a combined $5.79B — down 4% from $6.03B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IEX and 22 opened new positions — a net loss of 10 holders — while 109 trimmed existing stakes and 96 added.
The largest buyer was Capital World Investors, adding an estimated $80M. The largest seller was Jennison Associates, exiting entirely with an estimated $106M sold.
- 279 institutional investors held IDEX (IEX) as of Q1 2015, down from 292 in Q4 2014.
- Funds reported $5.79B of IDEX stock for Q1 2015, down 4% quarter-over-quarter.
- 22 funds opened new IDEX positions in Q1 2015 and 32 closed out, a net change of -10 holders.
- The largest IDEX buyer in Q1 2015 was Capital World Investors, an estimated $80M added.
- The largest IDEX seller in Q1 2015 was Jennison Associates, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2015.