IDEX
305 hedge funds and large institutions have $6.98B invested in IDEX in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 45 closing their positions.
191% more call options, than puts
Call options by funds: $570K | Put options by funds: $196K
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more capital invested
Capital invested by funds: $6.74B → $6.98B (+$241M)
0.32% less ownership
Funds ownership: 98.13% → 97.81% (-0.32%)
7% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 112
7% less funds holding
Funds holding: 327 → 305 (-22)
31% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$582M |
| 2 |
ClearBridge Investments
New York
|
+$42.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$26.9M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
-$82.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.8M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$23.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$10.4M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$10.2M |
IEX Hedge Fund Activity: Q1 2017 in Review
305 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2017, worth a combined $6.98B — up 3.6% from $6.74B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of IEX and 31 opened new positions — a net loss of 14 holders — while 112 trimmed existing stakes and 104 added.
The largest buyer was BlackRock, adding an estimated $582M. The largest seller was Ninety One (UK), cutting an estimated $82.1M.
- 305 institutional investors held IDEX (IEX) as of Q1 2017, down from 327 in Q4 2016.
- Funds reported $6.98B of IDEX stock for Q1 2017, up 3.6% quarter-over-quarter.
- 31 funds opened new IDEX positions in Q1 2017 and 45 closed out, a net change of -14 holders.
- The largest IDEX buyer in Q1 2017 was BlackRock, an estimated $582M added.
- The largest IDEX seller in Q1 2017 was Ninety One (UK), an estimated $82.1M sold.
Based on aggregated 13F filings for Q1 2017.