IDEX
292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
86% more call options, than puts
Call options by funds: $6.34M | Put options by funds: $3.42M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $5.46B → $5.84B (+$375M)
6% more funds holding
Funds holding: 276 → 292 (+16)
0.58% more ownership
Funds ownership: 99.21% → 99.79% (+0.58%)
14% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$87.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$48.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$270M |
| 2 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$35.6M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$28.9M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$12.7M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$11.5M |
IEX Hedge Fund Activity: Q4 2015 in Review
292 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2015, worth a combined $5.84B — up 6.9% from $5.46B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IEX positions and 16 closed out — a net gain of 17 holders — while 97 added to existing stakes and 113 trimmed.
The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $87.4M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $270M sold.
- 292 institutional investors held IDEX (IEX) as of Q4 2015, up from 276 in Q3 2015.
- Funds reported $5.84B of IDEX stock for Q4 2015, up 6.9% quarter-over-quarter.
- 33 funds opened new IDEX positions in Q4 2015 and 16 closed out, a net change of +17 holders.
- The largest IDEX buyer in Q4 2015 was Waddell & Reed Financial, an estimated $87.4M added.
- The largest IDEX seller in Q4 2015 was Capital Research Global Investors, an estimated $270M sold.
Based on aggregated 13F filings for Q4 2015.