IEX icon

IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$1.09M +$18.9K +231 +2%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M – – –
IA
178
IndexIQ Advisors
New York
$1.07M +$300K +3,655 +39%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$994K +$50.9K +620 +5%
AIP
180
Ameritas Investment Partners
Nebraska
$985K +$39.2K +478 +4%
PA
181
Profund Advisors
Maryland
$967K +$156K +1,904 +19%
CII
182
Capital International Inc
California
$932K -$156K -1,900 -14%
VKH
183
Virtu KCG Holdings
New York
$923K +$2.96K +36 +0.3%
American Century Companies
184
American Century Companies
Missouri
$911K +$911K +11,099 New
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$889K +$93.6K +1,140 +12%
BMM
186
Buffington Mohr McNeal
Idaho
$882K -$90.3K -1,100 -9%
BOC
187
Barbara Oil Co
Illinois
$836K – – –
Citadel Advisors
188
Citadel Advisors
Florida
$779K -$19.7M -240,636 -96%
AAMU
189
Amundi Asset Management US
Massachusetts
$766K +$766K +9,334 New
Barclays
190
Barclays
United Kingdom
$763K +$140K +1,709 +23%
SAM
191
Securian Asset Management
Minnesota
$755K -$85.7K -1,043 -10%
Asset Management One
192
Asset Management One
Japan
$750K -$81.1K -1,002 -10%
BWAM
193
Boyd Watterson Asset Management
Ohio
$749K -$1.23K -15 -0.2%
First Manhattan
194
First Manhattan
New York
$748K – – –
AIM
195
Assured Investment Management
New York
$725K +$725K +8,836 New
RQS
196
Ramsey Quantitative Systems
Kentucky
$715K +$715K +8,709 New
CB
197
Commerce Bank
Missouri
$703K -$24.6K -300 -3%
BUB
198
BBVA USA Bancshares
Texas
$702K +$358K +4,353 +104%
SGAM
199
Steinberg Global Asset Management
Florida
$667K -$9.19K -112 -1%
BMO
200
Beck Mack & Oliver
New York
$646K – – –
6 7
8
9 10