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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, Q4 2021

Institutional positions in Ideanomics, Inc. as of Dec 31, 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
122
−2 vs. Q3 2021
Shares held
71.7M
+6.11M (+9.3%) vs. Q3 2021
Total value
$86.4M
−$43.3M (−33.4%) vs. Q3 2021
New holders
23
52 more added
Sold out
25
21 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 122 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 heldQ4 2021: $86.4M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q3 2021.

Institutions holding IDEX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC359$00.00%−708−66.4%Reduced
Hantz Financial Services, Inc.110$00.00%−150−57.7%Reduced
Antonetti Capital Management LLC300$00.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co150$00.00%+143+2,042.9%Added
Ellevest, Inc.93$00.00%−10−9.7%Reduced
Crewe Advisors LLC32$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC6$00.00%00.0%Unchanged
National Bank of Canada165$00.00%+165New
Toronto Dominion Bank47$00.00%+47New
Steward Partners Investment Advisory, LLC100$00.00%+100New
Larson Financial Group LLC25$00.00%+25New
High Net Worth Advisory Group LLC72$00.00%+72New
The PNC Financial Services Group, Inc.1,000$1.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA1,000$1.00K0.00%00.0%Unchanged
North Star Investment Management Corp.545$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC500$1.00K0.00%00.0%Unchanged
Optimum Investment Advisors1,000$1.00K0.00%+1,000New
FinTrust Capital Advisors, LLC500$1.00K0.00%+500New
Dixon Hughes Goodman Wealth Advisors LLC800$1.00K0.00%+800New
Spire Wealth Management1,408$2.00K0.00%+100+7.6%Added
Cambridge Trust Co2,000$2.00K0.00%+2,000New
Credit Agricole S A3,700$4.00K0.00%00.0%Unchanged
American Portfolios Advisors5,000$6.00K0.00%00.0%Unchanged
Aquatic Capital Management LLC5,000$6.00K0.01%+5,000New
Federation des caisses Desjardins du Quebec5,300$6.36K0.00%00.0%Unchanged
MONECO Advisors, LLC10,310$10.0K0.00%00.0%Unchanged
Brave Asset Management Inc10,000$12.0K0.00%00.0%Unchanged
Sequent Asset Management, LLC10,001$12.0K0.01%00.0%Unchanged
Mather Group, LLC.10,045$12.0K0.00%00.0%Unchanged
National Asset Management, Inc.11,300$14.0K0.00%−44,000−79.6%Reduced
Laird Norton Trust Company, LLC11,838$14.0K0.00%00.0%Unchanged
Manteio Capital LLC11,856$14.0K0.02%+11,856New
Washington Trust Bank12,396$15.0K0.00%00.0%Unchanged
Profund Advisors LLC14,874$18.0K0.00%+2,731+22.5%Added
Simplex Trading, LLC16,546$19.0K0.00%−70,588−81.0%Reduced
Jump Financial, LLC16,306$20.0K0.00%+16,306New
Creative Planning19,310$23.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC19,200$23.0K0.00%+7,500+64.1%Added
Lake Street Financial LLC20,000$24.0K0.00%00.0%Unchanged
Xponance, Inc.20,647$25.0K0.00%+1,130+5.8%Added
Cutler Group LP21,232$25.0K0.00%+2,599+13.9%Added
Mackenzie Financial Corp22,331$27.0K0.00%−1,668−7.0%Reduced
Geneos Wealth Management Inc.24,000$28.0K0.00%+19,000+380.0%Added
Kestra Private Wealth Services, LLC24,000$29.0K0.00%+24,000New
Tower Research Capital LLC (TRC)24,594$30.0K0.00%−12,750−34.1%Reduced
Prudential Financial Inc26,710$32.0K0.00%−1,220−4.4%Reduced
Pictet Asset Management SA27,274$33.0K0.00%00.0%Unchanged
Perennial Investment Advisors, LLC30,000$36.0K0.01%00.0%Unchanged
Price T Rowe Associates Inc30,936$37.0K0.00%−4,577−12.9%Reduced
Ameritas Investment Partners, Inc.32,035$38.0K0.00%00.0%Unchanged
Macquarie Group Ltd31,762$38.0K0.00%00.0%Unchanged
HSBC Holdings PLC35,339$43.0K0.00%+19,370+121.3%Added
Principal Financial Group Inc38,113$46.0K0.00%+3,210+9.2%Added
LPL Financial LLC44,475$53.0K0.00%+18,900+73.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)49,301$59.0K0.00%00.0%Unchanged
Foster Group, Inc.50,150$60.0K0.01%+30,050+149.5%Added
QCM Cayman, Ltd.51,608$62.0K0.38%+51,608New
Polar Capital Holdings Plc52,558$63.0K0.00%+52,558New
ExodusPoint Capital Management, LP53,298$64.0K0.00%+53,298New
Rafferty Asset Management, LLC54,899$66.0K0.00%+9,749+21.6%Added
Amalgamated Bank55,862$67.0K0.00%+1,171+2.1%Added
Advisor Group Holdings, Inc.53,156$67.0K0.00%+12,960+32.2%Added
Virtu Financial LLC59,774$72.0K0.01%+59,774New
HRT Financial LP67,616$81.0K0.00%−225,591−76.9%Reduced
Wolverine Trading, LLC66,691$81.0K0.00%−53,603−44.6%Reduced
Squarepoint Ops LLC67,812$81.0K0.00%+56,292+488.6%Added
Janus Henderson Group PLC76,996$91.0K0.00%+38,896+102.1%Added
Metropolitan Life Insurance Co79,157$95.0K0.00%−4,610−5.5%Reduced
Alpine Global Management, LLC79,054$95.0K0.01%+79,054New
Teacher Retirement System of Texas82,089$99.0K0.00%+21,386+35.2%Added
ProShare Advisors LLC96,050$115.0K0.00%+42,868+80.6%Added
Royal Bank of Canada99,205$119.0K0.00%+31,202+45.9%Added
Sculptor Capital LP101,400$122.0K0.00%−397,400−79.7%Reduced
Engineers Gate Manager LP101,384$122.0K0.01%+101,384New
Arizona State Retirement System116,036$139.0K0.00%+11,625+11.1%Added
SG Americas Securities, LLC126,969$152.0K0.00%−161,012−55.9%Reduced
State Board of Administration of Florida Retirement System127,685$153.0K0.00%00.0%Unchanged
MetLife Investment Management152,981$183.6K0.00%+44,014+40.4%Added
Invesco Ltd.153,298$185.0K0.00%−15,747−9.3%Reduced
Voya Investment Management LLC160,987$193.0K0.00%+718+0.4%Added
Allspring Global Investments Holdings, LLC172,124$206.0K0.00%+172,124New
Bank of Montreal169,500$207.0K0.00%+158,287+1,411.6%Added
UBS Group AG174,937$210.0K0.00%+156,867+868.1%Added
Legal & General Group Plc178,067$214.0K0.00%+10,405+6.2%Added
Quadrature Capital Ltd183,279$218.0K0.01%+183,279New
BNP Paribas Arbitrage, SA192,791$231.3K0.00%+74,791+63.4%Added
Citigroup Inc196,478$236.0K0.00%+64,676+49.1%Added
Heritage Investors Management Corp200,000$240.0K0.01%+200,000New
Manufacturers Life Insurance Company, The209,841$252.0K0.00%+3,762+1.8%Added
Lindbrook Capital, LLC213,800$257.0K0.04%+1,900+0.9%Added
American International Group, Inc.233,642$280.0K0.00%+6,503+2.9%Added
Jane Street Group, LLC235,224$282.0K0.00%−112,663−32.4%Reduced
Deutsche Bank AG267,167$321.0K0.00%+11,727+4.6%Added
New York State Common Retirement Fund269,661$324.0K0.00%+739+0.3%Added
Citadel Advisors LLC279,844$336.0K0.00%+260,407+1,339.7%Added
JPMorgan Chase & Co282,140$338.0K0.00%+39,199+16.1%Added
Bank of America Corp296,099$355.0K0.00%+156,836+112.6%Added
Wells Fargo & Company385,681$463.0K0.00%+175,628+83.6%Added
UBS Asset Management Americas Inc394,770$473.7K0.00%+77,686+24.5%Added
Alliancebernstein L.P.426,200$511.0K0.00%00.0%Unchanged