IDEX
327 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 114 reducing their positions, and 30 closing their positions.
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more funds holding
Funds holding: 316 → 327 (+11)
0.28% less ownership
Funds ownership: 98.4% → 98.13% (-0.28%)
4% less capital invested
Capital invested by funds: $7B → $6.74B (-$266M)
8% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 114
50% less call options, than puts
Call options by funds: $765K | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$53.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.6M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$37.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.8M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$29.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$23.9M |
| 5 |
O
OppenheimerFunds
New York
|
-$13.2M |
IEX Hedge Fund Activity: Q4 2016 in Review
327 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2016, worth a combined $6.74B — down 3.8% from $7B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IEX positions and 30 closed out — a net gain of 16 holders — while 105 added to existing stakes and 114 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $53.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $37.1M.
- 327 institutional investors held IDEX (IEX) as of Q4 2016, up from 316 in Q3 2016.
- Funds reported $6.74B of IDEX stock for Q4 2016, down 3.8% quarter-over-quarter.
- 46 funds opened new IDEX positions in Q4 2016 and 30 closed out, a net change of +16 holders.
- The largest IDEX buyer in Q4 2016 was Goldman Sachs, an estimated $53.3M added.
- The largest IDEX seller in Q4 2016 was T. Rowe Price Associates, an estimated $37.1M sold.
Based on aggregated 13F filings for Q4 2016.