IDEX
630 hedge funds and large institutions have $15.7B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 219 reducing their positions, and 54 closing their positions.
48% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 54
21% more call options, than puts
Call options by funds: $7.33M | Put options by funds: $6.05M
3% more funds holding
Funds holding: 612 → 630 (+18)
1.15% more ownership
Funds ownership: 97.98% → 99.13% (+1.2%)
1% less capital invested
Capital invested by funds: $15.9B → $15.7B (-$179M)
4% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 219
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$304M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$73.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$60.8M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$50.8M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$138M |
| 2 |
BlackRock
New York
|
-$91M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$81.5M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$66.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$43M |
IEX Hedge Fund Activity: Q4 2024 in Review
630 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2024, worth a combined $15.7B — down 1.1% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IEX positions and 54 closed out — a net gain of 26 holders — while 211 added to existing stakes and 219 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $304M. The largest seller was Amundi, cutting an estimated $138M.
- 630 institutional investors held IDEX (IEX) as of Q4 2024, up from 612 in Q3 2024.
- Funds reported $15.7B of IDEX stock for Q4 2024, down 1.1% quarter-over-quarter.
- 80 funds opened new IDEX positions in Q4 2024 and 54 closed out, a net change of +26 holders.
- The largest IDEX buyer in Q4 2024 was Wellington Management Group, an estimated $304M added.
- The largest IDEX seller in Q4 2024 was Amundi, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2024.