IDEX
292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.
69% more call options, than puts
Call options by funds: $667K | Put options by funds: $394K
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $5.8B → $6.39B (+$594M)
0.01% more ownership
Funds ownership: 98% → 98.01% (+0.01%)
6% less funds holding
Funds holding: 312 → 292 (-20)
31% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 129
53% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$184M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$50.5M |
| 3 |
Bank of New York Mellon
New York
|
+$18.6M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$17M |
| 5 |
Renaissance Technologies
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$104M |
| 2 |
Jennison Associates
New York
|
-$27.7M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$21.6M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$15.4M |
| 5 |
Morgan Stanley
New York
|
-$15.4M |
IEX Hedge Fund Activity: Q2 2014 in Review
292 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2014, worth a combined $6.39B — up 10% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IEX and 16 opened new positions — a net loss of 18 holders — while 129 trimmed existing stakes and 89 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $184M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $104M sold.
- 292 institutional investors held IDEX (IEX) as of Q2 2014, down from 312 in Q1 2014.
- Funds reported $6.39B of IDEX stock for Q2 2014, up 10% quarter-over-quarter.
- 16 funds opened new IDEX positions in Q2 2014 and 34 closed out, a net change of -18 holders.
- The largest IDEX buyer in Q2 2014 was Capital Research Global Investors, an estimated $184M added.
- The largest IDEX seller in Q2 2014 was Waddell & Reed Financial, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2014.