IDEX
411 hedge funds and large institutions have $10.1B invested in IDEX in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 40 closing their positions.
13% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 40
1% more funds holding
Funds holding: 408 → 411 (+3)
0.65% less ownership
Funds ownership: 96.79% → 96.14% (-0.65%)
1% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 145
5% less capital invested
Capital invested by funds: $10.6B → $10.1B (-$498M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$47.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$36.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.3M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$32.4M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$22.6M |
| 4 |
JP Morgan Chase
New York
|
-$22M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$17.1M |
IEX Hedge Fund Activity: Q2 2018 in Review
411 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2018, worth a combined $10.1B — down 4.7% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IEX positions and 40 closed out — a net gain of 5 holders — while 144 added to existing stakes and 145 trimmed.
The largest buyer was BlackRock, adding an estimated $47.4M. The largest seller was Wellington Management Group, cutting an estimated $48.3M.
- 411 institutional investors held IDEX (IEX) as of Q2 2018, up from 408 in Q1 2018.
- Funds reported $10.1B of IDEX stock for Q2 2018, down 4.7% quarter-over-quarter.
- 45 funds opened new IDEX positions in Q2 2018 and 40 closed out, a net change of +5 holders.
- The largest IDEX buyer in Q2 2018 was BlackRock, an estimated $47.4M added.
- The largest IDEX seller in Q2 2018 was Wellington Management Group, an estimated $48.3M sold.
Based on aggregated 13F filings for Q2 2018.