IDEX
575 hedge funds and large institutions have $14.1B invested in IDEX in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 235 increasing their positions, 184 reducing their positions, and 61 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 184
0.1% more ownership
Funds ownership: 97.5% → 97.61% (+0.1%)
10% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 61
2% less funds holding
Funds holding: 588 → 575 (-13)
19% less capital invested
Capital invested by funds: $17.5B → $14.1B (-$3.38B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
56% less call options, than puts
Call options by funds: $4.32M | Put options by funds: $9.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$102M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$69.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$65M |
| 4 |
JP Morgan Chase
New York
|
+$45.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$286M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$83M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$58.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$56.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$24.4M |
IEX Hedge Fund Activity: Q1 2022 in Review
575 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2022, worth a combined $14.1B — down 19% from $17.5B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of IEX and 55 opened new positions — a net loss of 6 holders — while 184 trimmed existing stakes and 235 added.
The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Capital World Investors, cutting an estimated $286M.
- 575 institutional investors held IDEX (IEX) as of Q1 2022, down from 588 in Q4 2021.
- Funds reported $14.1B of IDEX stock for Q1 2022, down 19% quarter-over-quarter.
- 55 funds opened new IDEX positions in Q1 2022 and 61 closed out, a net change of -6 holders.
- The largest IDEX buyer in Q1 2022 was AllianceBernstein, an estimated $102M added.
- The largest IDEX seller in Q1 2022 was Capital World Investors, an estimated $286M sold.
Based on aggregated 13F filings for Q1 2022.