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IDEX
IEX

357 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.64M

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

8% more funds holding

Funds holding: 330 → 357 (+27)

6% more capital invested

Capital invested by funds: $8.57B → $9.08B (+$508M)

1.71% less ownership

Funds ownership: 99.51% → 97.8% (-1.7%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

18% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 136

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
136
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.9M
2
Millennium Management
Millennium Management
New York
+$17.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.1M
4
O
OppenheimerFunds
New York
+$16.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.8M
2
Primecap Management
Primecap Management
California
-$44.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$39M
4
Capital International Investors
Capital International Investors
California
-$33.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
201
South Dakota Investment Council
South Dakota
$947K – – –
CGH
202
Crossmark Global Holdings
Texas
$944K +$907K +7,769 New
BUB
203
BBVA USA Bancshares
Texas
$940K -$58.6K -502 -6%
PP
204
Paloma Partners
Connecticut
$923K -$222K -1,900 -20%
Citigroup
205
Citigroup
New York
$916K +$111K +950 +14%
BMO
206
Beck Mack & Oliver
New York
$915K – – –
DSC
207
Duncker Streett & Co
Missouri
$900K +$350 +3 +0%
HighTower Advisors
208
HighTower Advisors
Illinois
$897K -$46.7K -400 -5%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$891K -$222K -1,898 -21%
FBT
210
First Bank & Trust
South Dakota
$890K – – –
SCP
211
Sandhill Capital Partners
New York
$869K – – –
LCM
212
Laurion Capital Management
New York
$814K +$782K +6,700 New
EP
213
Elkfork Partners
Oregon
$770K +$95.1K +814 +15%
AAM
214
Advisors Asset Management
Colorado
$769K +$223K +1,908 +43%
WBC
215
Westpac Banking Corp
Australia
$765K -$17.2K -147 -2%
FRM
216
Fox Run Management
Connecticut
$765K +$736K +6,300 New
XK
217
Xact Kapitalforvaltning
Sweden
$753K +$35.1K +301 +5%
WAM
218
World Asset Management
Michigan
$705K +$6.07K +52 +0.9%
VF
219
Virtu Financial
New York
$702K +$675K +5,782 New
SCM
220
Shelton Capital Management
Colorado
$695K – – –
OI
221
Oakbrook Investments
Illinois
$695K +$289K +2,475 +76%
SEC
222
Seven Eight Capital
New York
$692K +$666K +5,700 New
Marshall Wace
223
Marshall Wace
United Kingdom
$677K +$653K +5,592 New
DCM
224
Dupont Capital Management
Delaware
$672K – – –
N
225
Natixis
France
$647K -$19.3K -165 -3%
7 8
9
10 11

IEX Hedge Fund Activity: Q3 2017 in Review

357 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2017, worth a combined $9.08B — up 5.9% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IEX positions and 19 closed out — a net gain of 30 holders — while 111 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $73.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $46.8M.

  • 357 institutional investors held IDEX (IEX) as of Q3 2017, up from 330 in Q2 2017.
  • Funds reported $9.08B of IDEX stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 49 funds opened new IDEX positions in Q3 2017 and 19 closed out, a net change of +30 holders.
  • The largest IDEX buyer in Q3 2017 was Wellington Management Group, an estimated $73.9M added.
  • The largest IDEX seller in Q3 2017 was T. Rowe Price Associates, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2017.