IDEX
419 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 160 reducing their positions, and 68 closing their positions.
21% more call options, than puts
Call options by funds: $7.62M | Put options by funds: $6.31M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.85% less ownership
Funds ownership: 95.63% → 93.78% (-1.9%)
3% less funds holding
Funds holding: 432 → 419 (-13)
15% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 68
20% less capital invested
Capital invested by funds: $11B → $8.87B (-$2.18B)
27% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$57.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$45.2M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$28.1M |
| 5 |
Jennison Associates
New York
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$133M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$54.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$47.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.6M |
| 5 |
Goldman Sachs
New York
|
-$29.4M |
IEX Hedge Fund Activity: Q4 2018 in Review
419 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2018, worth a combined $8.87B — down 20% from $11B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of IEX and 58 opened new positions — a net loss of 10 holders — while 160 trimmed existing stakes and 117 added.
The largest buyer was Fidelity Investments, adding an estimated $83.2M. The largest seller was Atlanta Capital Management, cutting an estimated $133M.
- 419 institutional investors held IDEX (IEX) as of Q4 2018, down from 432 in Q3 2018.
- Funds reported $8.87B of IDEX stock for Q4 2018, down 20% quarter-over-quarter.
- 58 funds opened new IDEX positions in Q4 2018 and 68 closed out, a net change of -10 holders.
- The largest IDEX buyer in Q4 2018 was Fidelity Investments, an estimated $83.2M added.
- The largest IDEX seller in Q4 2018 was Atlanta Capital Management, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2018.