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International Money Express

181 hedge funds and large institutions have $665M invested in International Money Express in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

35% more capital invested

Capital invested by funds: $492M → $665M (+$173M)

10% more funds holding

Funds holding: 165181 (+16)

4.37% more ownership

Funds ownership: 81.94%86.31% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

53% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $4.18M

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
64
Reduced
67
Closed
17
Calls
$1.98M
Puts
$4.18M
Net Calls
-$2.2M
Net Calls Change
-$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
NIP
26
Norwood Investment Partners
California
$8.2M -$3.09M -160,797 -30%
SAM
27
Silvercrest Asset Management
New York
$7.91M +$2.12M +110,683 +45%
Ameriprise
28
Ameriprise
Minnesota
$7.47M -$1.08M -56,170 -14%
JP Morgan Chase
29
JP Morgan Chase
New York
$6.49M -$2.2M -114,421 -28%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$6.14M +$3.84M +200,140 +257%
Charles Schwab
31
Charles Schwab
California
$5.87M +$42.2K +2,201 +0.8%
KA
32
Kerrisdale Advisers
Florida
$5.8M -$117K -6,106 -2%
First Eagle Investment Management
33
First Eagle Investment Management
New York
$5.65M +$2.63M +136,996 +116%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$5.17M -$206K -10,733 -4%
BAM
35
Bullseye Asset Management
Colorado
$5.07M
CBC
36
Coombe, Bender & Co
New York
$4.5M +$196K +10,218 +5%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$4.01M +$3.48M +181,500 New
MC
38
McMorgan & Co
California
$3.99M +$516K +26,878 +17%
BAM
39
Ballast Asset Management
Texas
$3.37M +$1.32M +68,878 +82%
Corient Private Wealth
40
Corient Private Wealth
Florida
$3.33M -$2.05M -106,634 -41%
FG
41
Formula Growth
Quebec, Canada
$3.12M -$63.3K -3,300 -2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$3M -$46.7K -2,433 -2%
CIS
43
Connors Investor Services
Pennsylvania
$2.93M +$43.9K +2,286 +2%
TCM
44
Tybourne Capital Management
Hong Kong
$2.7M +$880K +45,883 +60%
CCMG
45
Clark Capital Management Group
Pennsylvania
$2.65M +$620K +32,314 +37%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.4M +$279K +14,533 +15%
MAG
47
Millrace Asset Group
Pennsylvania
$2.34M -$383K -19,947 -16%
AA
48
Ancora Advisors
Ohio
$2.32M +$32.5K +1,693 +2%
Goldman Sachs
49
Goldman Sachs
New York
$2.19M +$122K +6,350 +7%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.17M -$1.46M -75,901 -44%

IMXI Hedge Fund Activity: Q4 2023 in Review

181 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in International Money Express (IMXI) for Q4 2023, worth a combined $665M — up 35% from $492M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IMXI positions and 17 closed out — a net gain of 18 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was Conifer Management, exiting entirely with an estimated $16.9M sold.

  • 181 institutional investors held International Money Express (IMXI) as of Q4 2023, up from 165 in Q3 2023.
  • Funds reported $665M of International Money Express stock for Q4 2023, up 35% quarter-over-quarter.
  • 35 funds opened new International Money Express positions in Q4 2023 and 17 closed out, a net change of +18 holders.
  • The largest International Money Express buyer in Q4 2023 was Morgan Stanley, an estimated $22.4M added.
  • The largest International Money Express seller in Q4 2023 was Conifer Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2023.