IDEX
493 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 169 increasing their positions, 163 reducing their positions, and 54 closing their positions.
66% more call options, than puts
Call options by funds: $8.09M | Put options by funds: $4.87M
44% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 54
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 475 → 493 (+18)
4% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 163
1.97% less ownership
Funds ownership: 97.69% → 95.72% (-2%)
21% less capital invested
Capital invested by funds: $12.8B → $10.1B (-$2.7B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$91.8M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$58.5M |
| 3 |
BlackRock
New York
|
+$42.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$41M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$487M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$148M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$44.2M |
| 4 |
Janus Henderson Group
London,
|
-$38.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$35.4M |
IEX Hedge Fund Activity: Q1 2020 in Review
493 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2020, worth a combined $10.1B — down 21% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IEX positions and 54 closed out — a net gain of 24 holders — while 169 added to existing stakes and 163 trimmed.
The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $91.8M. The largest seller was Capital World Investors, cutting an estimated $487M.
- 493 institutional investors held IDEX (IEX) as of Q1 2020, up from 475 in Q4 2019.
- Funds reported $10.1B of IDEX stock for Q1 2020, down 21% quarter-over-quarter.
- 78 funds opened new IDEX positions in Q1 2020 and 54 closed out, a net change of +24 holders.
- The largest IDEX buyer in Q1 2020 was Ceredex Value Advisors, an estimated $91.8M added.
- The largest IDEX seller in Q1 2020 was Capital World Investors, an estimated $487M sold.
Based on aggregated 13F filings for Q1 2020.