IDEX
305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.
63% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 24
4% more funds holding
Funds holding: 292 → 305 (+13)
1.42% less ownership
Funds ownership: 98.01% → 96.6% (-1.4%)
12% less capital invested
Capital invested by funds: $6.39B → $5.62B (-$767M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
33% less call options, than puts
Call options by funds: $534K | Put options by funds: $802K
44% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$96.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$15.9M |
| 4 |
Morgan Stanley
New York
|
+$14.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$83.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$51.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.3M |
IEX Hedge Fund Activity: Q3 2014 in Review
305 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2014, worth a combined $5.62B — down 12% from $6.39B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IEX positions and 24 closed out — a net gain of 15 holders — while 78 added to existing stakes and 140 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $96.3M. The largest seller was Jennison Associates, cutting an estimated $83.6M.
- 305 institutional investors held IDEX (IEX) as of Q3 2014, up from 292 in Q2 2014.
- Funds reported $5.62B of IDEX stock for Q3 2014, down 12% quarter-over-quarter.
- 39 funds opened new IDEX positions in Q3 2014 and 24 closed out, a net change of +15 holders.
- The largest IDEX buyer in Q3 2014 was Capital Research Global Investors, an estimated $96.3M added.
- The largest IDEX seller in Q3 2014 was Jennison Associates, an estimated $83.6M sold.
Based on aggregated 13F filings for Q3 2014.