IDEX
498 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 165 increasing their positions, 191 reducing their positions, and 54 closing their positions.
17% more capital invested
Capital invested by funds: $10.1B → $11.8B (+$1.73B)
17% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 54
3.37% more ownership
Funds ownership: 96.07% → 99.44% (+3.4%)
1% more funds holding
Funds holding: 491 → 498 (+7)
1% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $11M
14% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 191
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$135M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$85.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$77.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$61.2M |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$43.5M |
| 2 |
BlackRock
New York
|
-$35.2M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$34.4M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$34.2M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$23.1M |
IEX Hedge Fund Activity: Q2 2020 in Review
498 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2020, worth a combined $11.8B — up 17% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IEX positions and 54 closed out — a net gain of 9 holders — while 165 added to existing stakes and 191 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $135M. The largest seller was ClearBridge Investments, cutting an estimated $43.5M.
- 498 institutional investors held IDEX (IEX) as of Q2 2020, up from 491 in Q1 2020.
- Funds reported $11.8B of IDEX stock for Q2 2020, up 17% quarter-over-quarter.
- 63 funds opened new IDEX positions in Q2 2020 and 54 closed out, a net change of +9 holders.
- The largest IDEX buyer in Q2 2020 was Nordea Investment Management, an estimated $135M added.
- The largest IDEX seller in Q2 2020 was ClearBridge Investments, an estimated $43.5M sold.
Based on aggregated 13F filings for Q2 2020.