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Ideanomics, Inc.

IDEXDelisted Sep 6, 2024
Industry
Motor Vehicles & Passenger Car Bodies
SEC CIK
0000837852

Ideanomics, Inc. was delisted on Sep 6, 2024; its insiders filed their last Form 4 on Feb 8, 2024; 28 institutions reported holding it in 13F filings for Q2 2024, worth $308.2K in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Ideanomics, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
128
+40 vs. Q1 2021
Shares held
73.3M
+52.9M (+258.0%) vs. Q1 2021
Total value
$208.1M
+$148.2M (+247.6%) vs. Q1 2021
New holders
66
28 more added
Sold out
26
17 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IDEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 128 institutions
Q1 2021: 89 institutionsQ2 2021: 128 institutionsQ3 2021: 125 institutionsQ4 2021: 122 institutionsQ1 2022: 118 institutionsQ2 2022: 103 institutionsQ3 2022: 90 institutionsQ4 2022: 75 institutionsQ1 2023: 65 institutionsQ2 2023: 66 institutionsQ3 2023: 33 institutionsQ4 2023: 30 institutionsQ1 2024: 31 institutionsQ2 2024: 28 institutionsQ3 2024: 6 institutionsQ4 2024: 2 institutionsQ1 2025: 2 institutionsQ2 2025: 2 institutionsQ3 2025: 3 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $208.1M
Q1 2021: $59.9MQ2 2021: $208.1MQ3 2021: $129.7MQ4 2021: $86.4MQ1 2022: $84.3MQ2 2022: $25.3MQ3 2022: $6.88MQ4 2022: $2.94MQ1 2023: $2.00MQ2 2023: $866.0KQ3 2023: $697.5KQ4 2023: $1.05MQ1 2024: $412.5KQ2 2024: $308.2KQ3 2024: $3.97KQ4 2024: $56Q1 2025: $126Q2 2025: $315Q3 2025: $63Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding IDEX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20253$63
Q2 20252$315
Q1 20252$126
Q4 20242$56
Q3 20246$3.97K
Q2 202428$308.2K
Q1 202431$412.5K
Q4 202330$1.05M
Q3 202333$697.5K
Q2 202366$866.0K
Q1 202365$2.00M
Q4 202275$2.94M
Q3 202290$6.88M
Q2 2022103$25.3M
Q1 2022118$84.3M
Q4 2021122$86.4M
Q3 2021125$129.7M
Q2 2021128$208.1M
Q1 202189$59.9M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q1 2021.

Institutions holding IDEX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC100$00.00%00.0%Unchanged
Crewe Advisors LLC32$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC6$00.00%00.0%Unchanged
FMR LLC8$00.00%+8New
Joseph P. Lucia & Associates, LLC172$00.00%+172New
Newbridge Financial Services Group, Inc.137$00.00%+137New
IFP Advisors, Inc350$1.00K0.00%−2,000−85.1%Reduced
Hantz Financial Services, Inc.200$1.00K0.00%−125−38.5%Reduced
TCI Wealth Advisors, Inc.500$1.00K0.00%00.0%Unchanged
Hoover Financial Advisors, Inc.200$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC500$1.00K0.00%+370+284.6%Added
Eaton Vance Management300$1.00K0.00%+300New
Geneos Wealth Management Inc.1,000$2.00K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,000$3.00K0.00%−6,000−85.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,000$3.00K0.00%00.0%Unchanged
Spire Wealth Management1,208$3.00K0.00%+100+9.0%Added
Concord Wealth Partners1,000$3.00K0.00%+1,000New
Dark Forest Capital Management LP1,348$4.00K0.00%+1,348New
Global Retirement Partners, LLC1,750$5.00K0.00%00.0%Unchanged
Retirement Group, LLC2,500$7.00K0.00%+2,500New
Wells Fargo & Company2,785$8.00K0.00%+2,771+19,792.9%Added
Credit Agricole S A3,700$11.0K0.00%+3,700New
UBS Group AG4,435$13.0K0.00%−56,004−92.7%Reduced
Steward Partners Investment Advisory, LLC5,000$14.0K0.00%+5,000New
American Portfolios Advisors5,000$14.2K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec5,300$15.1K0.00%−1,000−15.9%Reduced
Comerica Bank11,227$27.0K0.00%+11,227New
Macquarie Group Ltd9,456$27.0K0.00%+9,456New
MONECO Advisors, LLC10,000$28.0K0.01%00.0%Unchanged
S&T Bank10,000$28.0K0.00%+10,000New
Brave Asset Management Inc10,000$28.0K0.01%+10,000New
Mather Group, LLC.10,045$29.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.10,630$30.0K0.00%+10,630New
Laird Norton Trust Company, LLC11,838$33.0K0.00%00.0%Unchanged
Enlightenment Research, LLC11,500$33.0K0.04%+11,500New
Janney Montgomery Scott LLC11,800$34.0K0.00%−2,000−14.5%Reduced
Boenning & Scattergood, Inc.12,000$34.0K0.01%00.0%Unchanged
Profund Advisors LLC11,996$34.0K0.00%+11,996New
Washington Trust Bank12,396$35.0K0.00%00.0%Unchanged
Ameriprise Financial Inc12,690$36.0K0.00%+12,690New
Brookstone Capital Management15,592$38.0K0.00%+15,592New
Bluefin Capital Management, LLC13,600$39.0K0.00%−3,788−21.8%Reduced
Mackenzie Financial Corp13,881$39.0K0.00%+13,881New
Meeder Asset Management Inc14,673$42.0K0.00%+14,673New
Jefferies Group LLC15,000$42.6K0.00%−10,400−40.9%Reduced
Foster Victor Wealth Advisors, LLC17,500$50.0K0.01%00.0%Unchanged
SG Americas Securities, LLC18,363$52.0K0.00%+18,363New
Bayesian Capital Management, LP18,400$52.0K0.01%+18,400New
Atom Investors LP18,910$54.0K0.01%+18,910New
Lake Street Financial LLC20,000$56.0K0.01%00.0%Unchanged
Creative Planning20,524$58.0K0.00%+7,110+53.0%Added
Foster Group, Inc.20,275$58.0K0.01%+7,050+53.3%Added
HSBC Holdings PLC20,934$59.0K0.00%+20,934New
Raymond James & Associates21,529$61.0K0.00%+5,331+32.9%Added
AQR Capital Management LLC22,491$64.0K0.00%+22,491New
Xponance, Inc.22,370$64.0K0.00%+22,370New
Harbour Investments, Inc.23,400$66.0K0.00%+2,075+9.7%Added
LPL Financial LLC23,475$67.0K0.00%+400+1.7%Added
Prudential Financial Inc24,500$70.0K0.00%+24,500New
Pictet Asset Management Ltd27,274$77.0K0.00%+27,274New
Two Sigma Investments, LP27,822$79.0K0.00%+16,500+145.7%Added
State Board of Administration of Florida Retirement System27,945$79.0K0.00%+27,945New
Two Sigma Securities, LLC29,267$83.0K0.02%+29,267New
Focused Wealth Management, Inc30,000$85.0K0.01%−55−0.2%Reduced
Perennial Investment Advisors, LLC30,000$85.0K0.03%00.0%Unchanged
Ameritas Investment Partners, Inc.32,035$91.0K0.00%+32,035New
Price T Rowe Associates Inc34,113$97.0K0.00%+34,113New
Advisor Group Holdings, Inc.35,267$99.0K0.00%+3,223+10.1%Added
Cutler Group LP38,432$109.0K0.01%−105,100−73.2%Reduced
QCM Cayman, Ltd.40,408$115.0K0.30%−29,025−41.8%Reduced
Royal Bank of Canada44,385$125.0K0.00%+28,409+177.8%Added
National Asset Management, Inc.45,900$131.0K0.00%+45,900New
Principal Financial Group Inc47,151$134.0K0.00%+47,151New
Teacher Retirement System of Texas47,441$135.0K0.00%+47,441New
Zurcher Kantonalbank (Zurich Cantonalbank)49,301$140.0K0.00%+49,301New
Bank of America Corp52,790$150.0K0.00%+15,411+41.2%Added
Natixis54,700$155.0K0.00%+33,000+152.1%Added
Amalgamated Bank57,506$163.0K0.00%+57,506New
BNP Paribas Arbitrage, SA61,285$174.0K0.00%+60,647+9,505.8%Added
Barclays PLC79,541$226.0K0.00%+66,718+520.3%Added
Simplex Trading, LLC86,334$245.0K0.01%−245,005−73.9%Reduced
Legal & General Group Plc93,078$265.0K0.00%+93,078New
HAP Trading, LLC101,338$288.0K0.02%−71,607−41.4%Reduced
Citigroup Inc101,386$288.0K0.00%+26,386+35.2%Added
Arizona State Retirement System102,583$291.0K0.00%+102,583New
Man Group plc105,495$299.0K0.00%+105,495New
ProShare Advisors LLC105,998$301.0K0.00%+105,998New
Metropolitan Life Insurance Co112,135$318.5K0.00%+112,135New
Tower Research Capital LLC (TRC)116,921$332.0K0.01%+62,935+116.6%Added
Invesco Ltd.141,144$401.0K0.00%+141,144New
MetLife Investment Management146,463$416.0K0.00%+146,463New
Cubist Systematic Strategies, LLC149,827$426.0K0.00%−61,293−29.0%Reduced
Paloma Partners Management Co150,904$428.0K0.01%+150,904New
Voya Investment Management LLC160,269$455.0K0.00%+160,269New
Wolverine Trading, LLC177,266$516.0K0.01%+38,225+27.5%Added
Goldman Sachs Group Inc214,780$610.0K0.00%+6,162+3.0%Added
Lindbrook Capital, LLC216,400$615.0K0.14%+33,500+18.3%Added
Millennium Management LLC218,772$621.0K0.00%−627,554−74.2%Reduced
Manufacturers Life Insurance Company, The221,174$628.0K0.00%+221,174New
American International Group, Inc.228,941$650.0K0.00%+228,941New