IDEX
631 hedge funds and large institutions have $14.8B invested in IDEX in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 247 increasing their positions, 199 reducing their positions, and 58 closing their positions.
26% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 58
24% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 199
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1% more funds holding
Funds holding: 625 → 631 (+6)
0.81% more ownership
Funds ownership: 96.72% → 97.53% (+0.81%)
17% less capital invested
Capital invested by funds: $17.8B → $14.8B (-$2.98B)
57% less call options, than puts
Call options by funds: $5.56M | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$98.9M |
| 2 |
Morgan Stanley
New York
|
+$93.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$63.9M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$58.4M |
| 5 |
Man Group
London,
United Kingdom
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$505M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$77.4M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$76.1M |
| 5 |
JP Morgan Chase
New York
|
-$69M |
IEX Hedge Fund Activity: Q2 2024 in Review
631 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2024, worth a combined $14.8B — down 17% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IEX positions and 58 closed out — a net gain of 15 holders — while 247 added to existing stakes and 199 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $98.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $505M.
- 631 institutional investors held IDEX (IEX) as of Q2 2024, up from 625 in Q1 2024.
- Funds reported $14.8B of IDEX stock for Q2 2024, down 17% quarter-over-quarter.
- 73 funds opened new IDEX positions in Q2 2024 and 58 closed out, a net change of +15 holders.
- The largest IDEX buyer in Q2 2024 was Nordea Investment Management, an estimated $98.9M added.
- The largest IDEX seller in Q2 2024 was T. Rowe Price Associates, an estimated $505M sold.
Based on aggregated 13F filings for Q2 2024.