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IDEX
IEX

Overview Fund Activity

271 hedge funds and large institutions have $6.03B invested in IDEX in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-8
Holders Change %
-2.87%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
81
Reduced
121
Closed
30
Calls
$6.1M
Puts
$3.99M
Net Calls
+$2.11M
Net Calls Change
-$937K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$245M
2
ACM
2
Atlanta Capital Management
Georgia
$238M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$821M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$27.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
GAM
2
Gotham Asset Management
New York
$2.26M
3
Prudential Financial
3
Prudential Financial
New Jersey
$3.96M
4
EAM
4
Edge Asset Management
Washington
$25.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
176
Commerce Bank
Missouri
$721K +$425K +5,413 +144%
DSC
177
Duncker Streett & Co
Missouri
$682K -$557K -7,098 -45%
GT
178
Glenmede Trust
Pennsylvania
$665K -$215K -2,738 -24%
IA
179
IndexIQ Advisors
New York
$664K +$283K +3,596 +74%
SG Americas Securities
180
SG Americas Securities
New York
$661K +$476K +6,059 +258%
SGAM
181
Steinberg Global Asset Management
Florida
$658K -$11.7K -149 -2%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$658K +$10.2K +130 +2%
FMT
183
First Mercantile Trust
Tennessee
$635K – – –
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$629K +$142K +1,800 +29%
BMO
185
Beck Mack & Oliver
New York
$619K – – –
SCP
186
Sandhill Capital Partners
New York
$602K – – –
SCM
187
Shelton Capital Management
Colorado
$598K – – –
HSBC Holdings
188
HSBC Holdings
United Kingdom
$592K +$112K +1,427 +23%
Citadel Advisors
189
Citadel Advisors
Florida
$584K -$6.85M -87,170 -92%
BOC
190
Barbara Oil Co
Illinois
$577K +$289K +4,500 +100%
Canada Life
191
Canada Life
Manitoba, Canada
$548K – – –
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$540K -$460K -5,851 -46%
GIA
193
GHP Investment Advisors
Colorado
$526K +$108K +1,450 +26%
FB
194
Fulton Bank
Pennsylvania
$494K +$13.6K +173 +3%
JIC
195
Johnson Investment Counsel
Ohio
$484K – – –
BWAM
196
Boyd Watterson Asset Management
Ohio
$484K +$116K +1,475 +31%
CAM
197
Capstone Asset Management
Texas
$473K -$97.4K -1,240 -17%
UCFA
198
United Capital Financial Advisors
Texas
$473K +$708 +9 +0.1%
LIC
199
Lodestar Investment Counsel
Illinois
$458K -$7.86K -100 -2%
LCS
200
Levin Capital Strategies
New York
$432K – – –
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8
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