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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, Q3 2021

Institutional positions in Ideanomics, Inc. as of Sep 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
125
−1 vs. Q2 2021
Shares held
65.6M
−7.72M (−10.5%) vs. Q2 2021
Total value
$129.7M
−$78.3M (−37.7%) vs. Q2 2021
New holders
22
41 more added
Sold out
23
34 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 125 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 heldQ3 2021: $129.7M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q2 2021.

Institutions holding IDEX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eaton Vance Management300$00.00%00.0%Unchanged
Crewe Advisors LLC32$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC6$00.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co7$00.00%+7New
Ellevest, Inc.103$00.00%+103New
Rockbridge Investment Management, LCC150$00.00%+150New
Hantz Financial Services, Inc.260$1.00K0.00%+60+30.0%Added
TCI Wealth Advisors, Inc.500$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc250$1.00K0.00%−100−28.6%Reduced
Ten Capital Wealth Advisors, LLC500$1.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC440$1.00K0.00%+268+155.8%Added
North Star Investment Management Corp.545$1.00K0.00%+545New
Antonetti Capital Management LLC300$1.00K0.00%+300New
Gerber Kawasaki Wealth & Investment Management1,000$1.00K0.00%+1,000New
The PNC Financial Services Group, Inc.1,000$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA1,000$2.00K0.00%00.0%Unchanged
FMR LLC1,067$2.00K0.00%+1,059+13,237.5%Added
PSI Advisors, LLC1,200$2.00K0.00%+1,200New
Global Retirement Partners, LLC1,750$3.00K0.00%00.0%Unchanged
Spire Wealth Management1,308$3.00K0.00%+100+8.3%Added
Credit Agricole S A3,700$7.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.5,000$9.00K0.00%+4,000+400.0%Added
American Portfolios Advisors5,000$9.85K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec5,300$10.4K0.00%00.0%Unchanged
Mather Group, LLC.10,045$20.0K0.00%00.0%Unchanged
Brave Asset Management Inc10,000$20.0K0.01%00.0%Unchanged
MONECO Advisors, LLC10,310$20.0K0.01%+310+3.1%Added
Sequent Asset Management, LLC10,001$20.0K0.01%+10,001New
Commonwealth Equity Services, LLC10,948$21.0K0.00%+10,948New
Point72 Hong Kong Ltd10,470$21.0K0.00%+10,470New
Man Group plc11,051$22.0K0.00%−94,444−89.5%Reduced
Cambridge Investment Research Advisors, Inc.11,245$22.0K0.00%+615+5.8%Added
Mid Atlantic Financial Management Inc11,200$22.0K0.00%+11,200New
Boenning & Scattergood, Inc.12,000$23.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC11,700$23.0K0.00%−100−0.8%Reduced
Laird Norton Trust Company, LLC11,838$23.0K0.00%00.0%Unchanged
Squarepoint Ops LLC11,520$23.0K0.00%+11,520New
Washington Trust Bank12,396$24.0K0.00%00.0%Unchanged
Profund Advisors LLC12,143$24.0K0.00%+147+1.2%Added
Bank of Montreal11,213$24.0K0.00%+11,213New
Ameriprise Financial Inc12,690$25.0K0.00%00.0%Unchanged
Integrated Advisors Network LLC12,571$25.0K0.00%+12,571New
Brookstone Capital Management15,592$30.0K0.00%00.0%Unchanged
HSBC Holdings PLC15,969$31.0K0.00%−4,965−23.7%Reduced
Foster Victor Wealth Advisors, LLC17,500$34.0K0.01%00.0%Unchanged
First National Bank17,600$35.0K0.03%+17,600New
Cutler Group LP18,633$36.0K0.00%−19,799−51.5%Reduced
UBS Group AG18,070$36.0K0.00%+13,635+307.4%Added
Xponance, Inc.19,517$38.0K0.00%−2,853−12.8%Reduced
Creative Planning19,310$38.0K0.00%−1,214−5.9%Reduced
Parametric Portfolio Associates LLC19,166$38.0K0.00%+19,166New
Citadel Advisors LLC19,437$38.0K0.00%+19,437New
Lake Street Financial LLC20,000$39.0K0.01%00.0%Unchanged
Foster Group, Inc.20,100$40.0K0.00%−175−0.9%Reduced
Harbour Investments, Inc.21,875$43.0K0.00%−1,525−6.5%Reduced
Mackenzie Financial Corp23,999$47.0K0.00%+10,118+72.9%Added
LPL Financial LLC25,575$50.0K0.00%+2,100+8.9%Added
Pictet Asset Management SA27,274$54.0K0.00%+27,274New
Prudential Financial Inc27,930$55.0K0.00%+3,430+14.0%Added
Perennial Investment Advisors, LLC30,000$59.0K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.32,035$63.0K0.00%00.0%Unchanged
Macquarie Group Ltd31,762$63.0K0.00%+22,306+235.9%Added
Principal Financial Group Inc34,903$69.0K0.00%−12,248−26.0%Reduced
Price T Rowe Associates Inc35,513$70.0K0.00%+1,400+4.1%Added
Tower Research Capital LLC (TRC)37,344$74.0K0.00%−79,577−68.1%Reduced
Algert Global LLC37,620$74.0K0.01%+37,620New
Janus Henderson Group PLC38,100$75.0K0.00%+38,100New
Advisor Group Holdings, Inc.40,196$80.0K0.00%+4,929+14.0%Added
Rafferty Asset Management, LLC45,150$89.0K0.00%+45,150New
Zurcher Kantonalbank (Zurich Cantonalbank)49,301$97.0K0.00%00.0%Unchanged
ProShare Advisors LLC53,182$105.0K0.00%−52,816−49.8%Reduced
Amalgamated Bank54,691$108.0K0.00%−2,815−4.9%Reduced
National Asset Management, Inc.55,300$109.0K0.00%+9,400+20.5%Added
Teacher Retirement System of Texas60,703$120.0K0.00%+13,262+28.0%Added
Royal Bank of Canada68,003$133.0K0.00%+23,618+53.2%Added
Cubist Systematic Strategies, LLC71,641$141.0K0.00%−78,186−52.2%Reduced
Metropolitan Life Insurance Co83,767$165.0K0.00%−28,368−25.3%Reduced
AQR Capital Management LLC91,833$181.0K0.00%+69,342+308.3%Added
Arizona State Retirement System104,411$206.0K0.00%+1,828+1.8%Added
MetLife Investment Management108,967$214.7K0.00%−37,496−25.6%Reduced
Wolverine Trading, LLC120,294$230.0K0.00%−56,972−32.1%Reduced
BNP Paribas Arbitrage, SA118,000$232.5K0.00%+56,715+92.5%Added
Simplex Trading, LLC87,134$242.0K0.01%+800+0.9%Added
Paloma Partners Management Co127,583$251.0K0.01%−23,321−15.5%Reduced
State Board of Administration of Florida Retirement System127,685$252.0K0.00%+99,740+356.9%Added
Citigroup Inc131,802$260.0K0.00%+30,416+30.0%Added
Bank of America Corp139,263$274.0K0.00%+86,473+163.8%Added
Voya Investment Management LLC160,269$316.0K0.00%00.0%Unchanged
Legal & General Group Plc167,662$330.0K0.00%+74,584+80.1%Added
Invesco Ltd.169,045$333.0K0.00%+27,901+19.8%Added
Barclays PLC169,594$334.0K0.00%+90,053+113.2%Added
Manufacturers Life Insurance Company, The206,079$406.0K0.00%−15,095−6.8%Reduced
Wells Fargo & Company210,053$414.0K0.00%+207,268+7,442.3%Added
Lindbrook Capital, LLC211,900$417.0K0.11%−4,500−2.1%Reduced
American International Group, Inc.227,139$447.0K0.00%−1,802−0.8%Reduced
JPMorgan Chase & Co242,941$478.0K0.00%−9,714−3.8%Reduced
Deutsche Bank AG255,440$503.0K0.00%−3,870−1.5%Reduced
New York State Common Retirement Fund268,922$530.0K0.00%−81,178−23.2%Reduced
Credit Suisse AG280,433$553.0K0.00%+37,601+15.5%Added
SG Americas Securities, LLC287,981$567.0K0.00%+269,618+1,468.3%Added