IDEX
638 hedge funds and large institutions have $15.7B invested in IDEX in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 215 increasing their positions, 237 reducing their positions, and 52 closing their positions.
54% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 52
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
4% more funds holding
Funds holding: 613 → 638 (+25)
9% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 237
1.35% less ownership
Funds ownership: 97.74% → 96.39% (-1.4%)
8% less capital invested
Capital invested by funds: $17B → $15.7B (-$1.34B)
84% less call options, than puts
Call options by funds: $474K | Put options by funds: $2.9M
Top Buyers
| 1 |
Amundi
Paris,
France
|
+$78.4M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$60.4M |
| 3 |
Two Sigma Investments
New York
|
+$59.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$50.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$45M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$302M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$192M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$116M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$58.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$54.9M |
IEX Hedge Fund Activity: Q2 2023 in Review
638 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2023, worth a combined $15.7B — down 7.9% from $17B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IEX positions and 52 closed out — a net gain of 28 holders — while 215 added to existing stakes and 237 trimmed.
The largest buyer was Amundi, adding an estimated $78.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.
- 638 institutional investors held IDEX (IEX) as of Q2 2023, up from 613 in Q1 2023.
- Funds reported $15.7B of IDEX stock for Q2 2023, down 7.9% quarter-over-quarter.
- 80 funds opened new IDEX positions in Q2 2023 and 52 closed out, a net change of +28 holders.
- The largest IDEX buyer in Q2 2023 was Amundi, an estimated $78.4M added.
- The largest IDEX seller in Q2 2023 was T. Rowe Price Associates, an estimated $302M sold.
Based on aggregated 13F filings for Q2 2023.