IDEX
299 hedge funds and large institutions have $6.27B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 112 reducing their positions, and 28 closing their positions.
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
7% more capital invested
Capital invested by funds: $5.85B → $6.27B (+$418M)
2% more funds holding
Funds holding: 293 → 299 (+6)
0.02% less ownership
Funds ownership: 99.79% → 99.77% (-0.02%)
9% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 112
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
36% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $7.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$60.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$32.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$21.7M |
| 5 |
Goldman Sachs
New York
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$101M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$34.7M |
| 3 |
JP Morgan Chase
New York
|
-$32.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.7M |
IEX Hedge Fund Activity: Q1 2016 in Review
299 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2016, worth a combined $6.27B — up 7.1% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IEX positions and 28 closed out — a net gain of 7 holders — while 102 added to existing stakes and 112 trimmed.
The largest buyer was Capital World Investors, adding an estimated $60.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $101M.
- 299 institutional investors held IDEX (IEX) as of Q1 2016, up from 293 in Q4 2015.
- Funds reported $6.27B of IDEX stock for Q1 2016, up 7.1% quarter-over-quarter.
- 35 funds opened new IDEX positions in Q1 2016 and 28 closed out, a net change of +7 holders.
- The largest IDEX buyer in Q1 2016 was Capital World Investors, an estimated $60.4M added.
- The largest IDEX seller in Q1 2016 was T. Rowe Price Associates, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2016.