IDEX
279 hedge funds and large institutions have $5.29B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
22% more capital invested
Capital invested by funds: $4.32B → $5.29B (+$971M)
2% more funds holding
Funds holding: 273 → 279 (+6)
1.56% more ownership
Funds ownership: 97.58% → 99.13% (+1.6%)
9% less call options, than puts
Call options by funds: $55.7M | Put options by funds: $61.1M
21% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$20.4M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$17.8M |
| 3 |
Goldman Sachs
New York
|
+$13.8M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$13.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$26.9M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$17.5M |
| 3 |
MA
MUFG Americas
New York
|
-$17.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.6M |
IEX Hedge Fund Activity: Q3 2013 in Review
279 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2013, worth a combined $5.29B — up 22% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IEX positions and 20 closed out — a net gain of 7 holders — while 95 added to existing stakes and 121 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $20.4M. The largest seller was Madison Investment Holdings, exiting entirely with an estimated $26.9M sold.
- 279 institutional investors held IDEX (IEX) as of Q3 2013, up from 273 in Q2 2013.
- Funds reported $5.29B of IDEX stock for Q3 2013, up 22% quarter-over-quarter.
- 27 funds opened new IDEX positions in Q3 2013 and 20 closed out, a net change of +7 holders.
- The largest IDEX buyer in Q3 2013 was AllianceBernstein, an estimated $20.4M added.
- The largest IDEX seller in Q3 2013 was Madison Investment Holdings, an estimated $26.9M sold.
Based on aggregated 13F filings for Q3 2013.