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172 hedge funds and large institutions have $616M invested in IMAX in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.43M

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

11% more funds holding

Funds holding: 155 → 172 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.31% less ownership

Funds ownership: 77.37% → 75.06% (-2.3%)

25% less capital invested

Capital invested by funds: $817M → $616M (-$201M)

Holders
172
Holders Change
+17
Holders Change %
+10.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
39
Increased
58
Reduced
47
Closed
22
Calls
$13.6M
Puts
$9.43M
Net Calls
+$4.18M
Net Calls Change
-$4.48M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.38M
2
BlackRock
BlackRock
New York
+$7.63M
3
Millennium Management
Millennium Management
New York
+$7.48M
4
PCMF
Private Capital Management (Florida)
Florida
+$7.14M
5
Ameriprise
Ameriprise
Minnesota
+$7.01M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$23M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.13M
4
HAM
Honeycomb Asset Management
New York
-$6.09M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMM
151
Naples Money Management
Florida
$8.49K +$9.67K +565 New
GI
152
GAMMA Investing
California
$7.03K +$8.61K +503 New
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.51K – – –
QC
154
Quent Capital
New York
$3.83K – – –
FFA
155
Farther Finance Advisors
California
$3.48K +$548 +32 +16%
Federated Hermes
156
Federated Hermes
Pennsylvania
$3.23K -$513 -30 -12%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.14K -125 -43%
BTI
158
Blue Trust Inc
Georgia
$2K +$1.49K +87 New
Russell Investments Group
159
Russell Investments Group
United Kingdom
$1.44K +$1.64K +96 New
TCWA
160
Turtle Creek Wealth Advisors
Texas
$1.43K +$1.63K +95 New
PS
161
Principal Securities
Iowa
$961 +$1.09K +64 New
AF
162
Allworth Financial
California
$902 -$17 -1 -2%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$691 – – –
GRP
164
Global Retirement Partners
California
$452 +$548 +32 New
FWM
165
Focused Wealth Management
New York
$451 – – –
CT
166
Caldwell Trust
Florida
$376 – – –
FHA
167
First Horizon Advisors
Tennessee
$180 – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$150 +$171 +10 New
BWL
169
Bogart Wealth LLC
Virginia
$135 – – –
CAM
170
Creekmur Asset Management
Illinois
$45 +$51 +3 New
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$30 – – –
HAM
172
Honeycomb Asset Management
New York
– -$6.09M -315,000 Closed
FG
173
Formula Growth
Quebec, Canada
– -$3.9M -201,694 Closed
GS
174
GTS Securities
New York
– -$1.09M -56,500 Closed
PI
175
PEAK6 Investments
Illinois
– -$1.01M -52,380 Closed
4 5 6
7
8

IMAX Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IMAX (IMAX) for Q4 2023, worth a combined $616M — down 25% from $817M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IMAX positions and 22 closed out — a net gain of 17 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.38M. The largest seller was Fidelity Investments, cutting an estimated $32.5M.

  • 172 institutional investors held IMAX (IMAX) as of Q4 2023, up from 155 in Q3 2023.
  • Funds reported $616M of IMAX stock for Q4 2023, down 25% quarter-over-quarter.
  • 39 funds opened new IMAX positions in Q4 2023 and 22 closed out, a net change of +17 holders.
  • The largest IMAX buyer in Q4 2023 was Morgan Stanley, an estimated $8.38M added.
  • The largest IMAX seller in Q4 2023 was Fidelity Investments, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2023.