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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
201
Sandhill Capital Partners
New York
$809K – – –
JG
202
Jefferies Group
New York
$798K -$1.36M -12,009 -63%
MCIM
203
Meadow Creek Investment Management
Georgia
$794K +$263K +2,324 +49%
Citigroup
204
Citigroup
New York
$746K -$87.6K -774 -11%
WBC
205
Westpac Banking Corp
Australia
$729K +$729K +6,448 New
SAM
206
Shell Asset Management
Netherlands
$723K +$723K +6,402 New
TA
207
Tiedemann Advisors
New York
$687K -$76.4K -676 -10%
XK
208
Xact Kapitalforvaltning
Sweden
$667K +$667K +5,900 New
WAM
209
World Asset Management
Michigan
$650K +$15.8K +140 +2%
SCM
210
Shelton Capital Management
Colorado
$647K – – –
ProShare Advisors
211
ProShare Advisors
Maryland
$643K -$130K -1,150 -17%
DCM
212
Dupont Capital Management
Delaware
$625K – – –
EP
213
Elkfork Partners
Oregon
$624K +$206K +1,826 +49%
N
214
Natixis
France
$621K +$60.1K +532 +11%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$613K +$337K +2,811 +122%
SMDAM
216
Sumitomo Mitsui DS Asset Management
Japan
$598K +$598K +5,297 New
O
217
OppenheimerFunds
New York
$573K -$67.3K -595 -11%
William Blair & Company
218
William Blair & Company
Illinois
$535K +$85.2K +754 +19%
PHS
219
Pekin Hardy Strauss
Illinois
$531K – – –
LIC
220
Lodestar Investment Counsel
Illinois
$531K – – –
BCM
221
Bayesian Capital Management
New York
$509K +$509K +4,504 New
AAM
222
Advisors Asset Management
Colorado
$500K +$152K +1,341 +44%
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$496K +$496K +4,400 New
SWP
224
Stratos Wealth Partners
Ohio
$494K -$27.2K -241 -5%
Verition Fund Management
225
Verition Fund Management
Connecticut
$464K +$464K +4,105 New
7 8
9
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