IDEX
300 hedge funds and large institutions have $6B invested in IDEX in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 21 closing their positions.
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $5.31B → $6B (+$689M)
8% more funds holding
Funds holding: 279 → 300 (+21)
0.46% more ownership
Funds ownership: 99.37% → 99.83% (+0.46%)
7% less call options, than puts
Call options by funds: $52.9M | Put options by funds: $56.8M
15% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$36.4M |
| 2 |
Goldman Sachs
New York
|
+$30.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$28.2M |
| 4 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$24.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$66.3M |
| 2 |
Jennison Associates
New York
|
-$35.5M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$19.3M |
| 4 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$16.7M |
| 5 |
JP Morgan Chase
New York
|
-$15.5M |
IEX Hedge Fund Activity: Q4 2013 in Review
300 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2013, worth a combined $6B — up 13% from $5.31B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IEX positions and 21 closed out — a net gain of 22 holders — while 101 added to existing stakes and 119 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $36.4M. The largest seller was Champlain Investment Partners, cutting an estimated $66.3M.
- 300 institutional investors held IDEX (IEX) as of Q4 2013, up from 279 in Q3 2013.
- Funds reported $6B of IDEX stock for Q4 2013, up 13% quarter-over-quarter.
- 43 funds opened new IDEX positions in Q4 2013 and 21 closed out, a net change of +22 holders.
- The largest IDEX buyer in Q4 2013 was Bank of New York Mellon, an estimated $36.4M added.
- The largest IDEX seller in Q4 2013 was Champlain Investment Partners, an estimated $66.3M sold.
Based on aggregated 13F filings for Q4 2013.