IDEX
565 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 53 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 53
6% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 209
2% less funds holding
Funds holding: 575 → 565 (-10)
1.95% less ownership
Funds ownership: 97.61% → 95.66% (-1.9%)
6% less capital invested
Capital invested by funds: $14.1B → $13.2B (-$916M)
83% less call options, than puts
Call options by funds: $5.14M | Put options by funds: $30.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$79M |
| 2 |
Morgan Stanley
New York
|
+$53.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$45.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.7M |
| 5 |
Millennium Management
New York
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$89M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$48.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$46.8M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$42.5M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$42.1M |
IEX Hedge Fund Activity: Q2 2022 in Review
565 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2022, worth a combined $13.2B — down 6.5% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IEX positions and 53 closed out — a net gain of 1 holder — while 197 added to existing stakes and 209 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $79M. The largest seller was Invesco, cutting an estimated $89M.
- 565 institutional investors held IDEX (IEX) as of Q2 2022, down from 575 in Q1 2022.
- Funds reported $13.2B of IDEX stock for Q2 2022, down 6.5% quarter-over-quarter.
- 54 funds opened new IDEX positions in Q2 2022 and 53 closed out, a net change of +1 holder.
- The largest IDEX buyer in Q2 2022 was AllianceBernstein, an estimated $79M added.
- The largest IDEX seller in Q2 2022 was Invesco, an estimated $89M sold.
Based on aggregated 13F filings for Q2 2022.