IDEX
272 hedge funds and large institutions have $6.04B invested in IDEX in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 30 closing their positions.
53% more call options, than puts
Call options by funds: $6.1M | Put options by funds: $3.99M
1.29% more ownership
Funds ownership: 97.4% → 98.69% (+1.3%)
5% more capital invested
Capital invested by funds: $5.76B → $6.04B (+$278M)
3% less funds holding
Funds holding: 280 → 272 (-8)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
33% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$77.8M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$40.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$30.8M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$19.3M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$10.6M |
| 4 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$9.44M |
| 5 |
Bank of New York Mellon
New York
|
-$8.9M |
IEX Hedge Fund Activity: Q2 2015 in Review
272 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2015, worth a combined $6.04B — up 4.8% from $5.76B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IEX and 23 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 81 added.
The largest buyer was Capital World Investors, adding an estimated $77.8M. The largest seller was JP Morgan Chase, cutting an estimated $30.8M.
- 272 institutional investors held IDEX (IEX) as of Q2 2015, down from 280 in Q1 2015.
- Funds reported $6.04B of IDEX stock for Q2 2015, up 4.8% quarter-over-quarter.
- 23 funds opened new IDEX positions in Q2 2015 and 30 closed out, a net change of -7 holders.
- The largest IDEX buyer in Q2 2015 was Capital World Investors, an estimated $77.8M added.
- The largest IDEX seller in Q2 2015 was JP Morgan Chase, an estimated $30.8M sold.
Based on aggregated 13F filings for Q2 2015.