IDEX
330 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.
85% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 33
23% more capital invested
Capital invested by funds: $6.98B → $8.57B (+$1.59B)
8% more funds holding
Funds holding: 305 → 330 (+25)
1.7% more ownership
Funds ownership: 97.81% → 99.51% (+1.7%)
2% more call options, than puts
Call options by funds: $5.61M | Put options by funds: $5.48M
4% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 111
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$61.2M |
| 2 |
BlackRock
New York
|
+$59.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$43.1M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$35.5M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$75.3M |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$53.9M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$38.8M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$36.4M |
| 5 |
Morgan Stanley
New York
|
-$13.6M |
IEX Hedge Fund Activity: Q2 2017 in Review
330 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2017, worth a combined $8.57B — up 23% from $6.98B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IEX positions and 33 closed out — a net gain of 28 holders — while 107 added to existing stakes and 111 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $61.2M. The largest seller was JP Morgan Chase, cutting an estimated $75.3M.
- 330 institutional investors held IDEX (IEX) as of Q2 2017, up from 305 in Q1 2017.
- Funds reported $8.57B of IDEX stock for Q2 2017, up 23% quarter-over-quarter.
- 61 funds opened new IDEX positions in Q2 2017 and 33 closed out, a net change of +28 holders.
- The largest IDEX buyer in Q2 2017 was Wellington Management Group, an estimated $61.2M added.
- The largest IDEX seller in Q2 2017 was JP Morgan Chase, an estimated $75.3M sold.
Based on aggregated 13F filings for Q2 2017.