IDEX
618 hedge funds and large institutions have $16.6B invested in IDEX in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 244 reducing their positions, and 69 closing their positions.
16% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 69
8% more capital invested
Capital invested by funds: $15.4B → $16.6B (+$1.18B)
3.08% more ownership
Funds ownership: 98.2% → 101.29% (+3.1%)
0% more funds holding
Funds holding: 617 → 618 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
18% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 244
43% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $2.04M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$560M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$168M |
| 3 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$127M |
| 4 |
Amundi
Paris,
France
|
+$83.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$56.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RTC
676
Riverview Trust Company
Vancouver,
Washington
| – | -$29.5K | -142 | Closed |
|
|
BSB
677
Bangor Savings Bank
Bangor,
Maine
| – | -$20.8K | -100 | Closed |
|
|
HFM
678
Harvest Fund Management
Beijing,
China
| – | -$21K | -100 | Closed |
|
|
IAS
679
IMA Advisory Services
Denver,
Colorado
| – | -$18.3K | -88 | Closed |
|
|
SC
680
SouthState Corp
Winter Haven,
Florida
| – | -$7.49K | -36 | Closed |
|
|
FRA
681
Front Row Advisors
Tiburon,
California
| – | -$6.87K | -33 | Closed |
|
682
Simplex Trading
Chicago,
Illinois
| – | -$5.24K | -26 | Closed |
|
|
MAM
683
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$2.71K | -13 | Closed |
|
|
MIA
684
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$2.5K | -12 | Closed |
|
|
CWP
685
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.66K | -8 | Closed |
|
|
LFG
686
Larson Financial Group
St Louis,
Missouri
| – | -$1.25K | -6 | Closed |
|
|
FMP
687
Financial Management Professionals
Austin,
Texas
| – | -$1K | -5 | Closed |
|
|
FAM
688
Fred Alger Management
New York
| – | -$1.04K | -5 | Closed |
|
IEX Hedge Fund Activity: Q4 2023 in Review
618 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2023, worth a combined $16.6B — up 7.6% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IEX positions and 69 closed out — a net gain of 11 holders — while 200 added to existing stakes and 244 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $560M. The largest seller was AllianceBernstein, cutting an estimated $230M.
- 618 institutional investors held IDEX (IEX) as of Q4 2023, up from 617 in Q3 2023.
- Funds reported $16.6B of IDEX stock for Q4 2023, up 7.6% quarter-over-quarter.
- 80 funds opened new IDEX positions in Q4 2023 and 69 closed out, a net change of +11 holders.
- The largest IDEX buyer in Q4 2023 was Morgan Stanley, an estimated $560M added.
- The largest IDEX seller in Q4 2023 was AllianceBernstein, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2023.