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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, Q1 2022

Institutional positions in Ideanomics, Inc. as of Mar 31, 2022. 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
118
−4 vs. Q4 2021
Shares held
75.5M
+3.81M (+5.3%) vs. Q4 2021
Total value
$84.3M
−$2.11M (−2.4%) vs. Q4 2021
New holders
20
42 more added
Sold out
24
26 more reduced

Compare with Q4 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 holdersQ1 2022: 118 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 heldQ1 2022: $84.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q4 2021.

Institutions holding IDEX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
National Bank of Canada165$00.00%00.0%Unchanged
Toronto Dominion Bank47$00.00%00.0%Unchanged
Hantz Financial Services, Inc.300$00.00%+190+172.7%Added
Antonetti Capital Management LLC300$00.00%00.0%Unchanged
Crewe Advisors LLC32$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC6$00.00%00.0%Unchanged
High Net Worth Advisory Group LLC72$00.00%00.0%Unchanged
FNY Investment Advisers, LLC500$00.00%+500New
Global Retirement Partners, LLC250$00.00%+250New
Joseph P. Lucia & Associates, LLC40$00.00%+40New
The PNC Financial Services Group, Inc.1,000$1.00K0.00%00.0%Unchanged
North Star Investment Management Corp.545$1.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC500$1.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA1,000$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC800$1.00K0.00%+300+60.0%Added
Valley National Advisers Inc1,143$1.00K0.00%+1,143New
Cambridge Trust Co2,000$2.00K0.00%00.0%Unchanged
Spire Wealth Management1,408$2.00K0.00%00.0%Unchanged
Prospera Financial Services Inc2,000$2.00K0.00%+2,000New
Credit Agricole S A3,700$4.00K0.00%00.0%Unchanged
American Portfolios Advisors5,000$5.60K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec5,300$5.94K0.00%00.0%Unchanged
Point72 Hong Kong Ltd6,689$7.00K0.00%+6,689New
Meeder Asset Management Inc7,123$8.00K0.00%+7,123New
Simplex Trading, LLC8,100$9.00K0.00%−8,446−51.0%Reduced
Tower Research Capital LLC (TRC)9,872$11.0K0.00%−14,722−59.9%Reduced
Brave Asset Management Inc10,000$11.0K0.00%00.0%Unchanged
Financial Advocates Investment Management10,148$11.0K0.00%+10,148New
Centric Wealth Management10,000$11.0K0.00%+10,000New
MONECO Advisors, LLC10,310$12.0K0.00%00.0%Unchanged
Laird Norton Trust Company, LLC11,838$13.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC11,426$13.0K0.00%+11,426New
Washington Trust Bank12,396$14.0K0.00%00.0%Unchanged
Guggenheim Capital LLC12,390$14.0K0.00%+12,390New
QCM Cayman, Ltd.14,147$16.0K0.07%−37,461−72.6%Reduced
Profund Advisors LLC14,387$16.0K0.00%−487−3.3%Reduced
Metropolitan Life Insurance Co14,797$16.6K0.00%−64,360−81.3%Reduced
Mather Group, LLC.16,045$18.0K0.00%+6,000+59.7%Added
Lake Street Financial LLC20,000$22.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC19,200$22.0K0.00%00.0%Unchanged
Xponance, Inc.22,870$26.0K0.00%+2,223+10.8%Added
Cutler Group LP24,232$27.0K0.00%+3,000+14.1%Added
IFP Advisors, Inc8,049$27.0K0.00%+8,049New
Mackenzie Financial Corp25,018$28.0K0.00%+2,687+12.0%Added
Pictet Asset Management SA27,274$31.0K0.00%00.0%Unchanged
Prudential Financial Inc29,730$33.0K0.00%+3,020+11.3%Added
Schonfeld Strategic Advisors LLC29,700$33.0K0.00%+29,700New
Perennial Investment Advisors, LLC30,000$34.0K0.01%00.0%Unchanged
Allworth Financial LP30,000$34.0K0.00%+30,000New
LPL Financial LLC31,075$35.0K0.00%−13,400−30.1%Reduced
Ameritas Investment Partners, Inc.32,035$36.0K0.00%00.0%Unchanged
Macquarie Group Ltd31,762$36.0K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC33,000$37.0K0.00%+9,000+37.5%Added
HSBC Holdings PLC36,845$39.0K0.00%+1,506+4.3%Added
Citadel Advisors LLC36,050$40.0K0.00%−243,794−87.1%Reduced
Advisor Group Holdings, Inc.53,161$42.0K0.00%+50.0%Added
Principal Financial Group Inc38,616$43.0K0.00%+503+1.3%Added
Alpine Global Management, LLC42,050$47.0K0.01%−37,004−46.8%Reduced
Price T Rowe Associates Inc41,946$47.0K0.00%+11,010+35.6%Added
Squarepoint Ops LLC43,161$48.0K0.00%−24,651−36.4%Reduced
Royal Bank of Canada46,975$52.0K0.00%−52,230−52.6%Reduced
FMR LLC46,386$52.0K0.00%+46,027+12,820.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)49,301$55.0K0.00%00.0%Unchanged
Amalgamated Bank52,930$59.0K0.00%−2,932−5.2%Reduced
Polar Capital Holdings Plc52,558$59.0K0.00%00.0%Unchanged
Amalgamated Financial Corp.52,930$59.0K0.00%+52,930New
Wolverine Trading, LLC58,413$61.0K0.00%−8,278−12.4%Reduced
Foster Group, Inc.55,300$62.0K0.01%+5,150+10.3%Added
Rafferty Asset Management, LLC63,414$71.0K0.00%+8,515+15.5%Added
SG Americas Securities, LLC64,628$72.0K0.00%−62,341−49.1%Reduced
Asset Management One Co.,Ltd.68,396$76.0K0.00%+68,396New
Janus Henderson Group PLC77,118$84.0K0.00%+122+0.2%Added
Two Sigma Securities, LLC86,665$97.0K0.01%+86,665New
Lindbrook Capital, LLC88,900$100.0K0.02%−124,900−58.4%Reduced
Teacher Retirement System of Texas90,272$101.0K0.00%+8,183+10.0%Added
ProShare Advisors LLC91,226$102.0K0.00%−4,824−5.0%Reduced
UBS Group AG94,224$105.0K0.00%−80,713−46.1%Reduced
BNP Paribas Arbitrage, SA94,300$105.6K0.00%−98,491−51.1%Reduced
Wells Fargo & Company97,879$109.0K0.00%−287,802−74.6%Reduced
Barclays PLC100,804$113.0K0.00%−432,842−81.1%Reduced
Arizona State Retirement System121,078$136.0K0.00%+5,042+4.3%Added
State Board of Administration of Florida Retirement System127,685$143.0K0.00%00.0%Unchanged
Virtu Financial LLC159,391$179.0K0.01%+99,617+166.7%Added
Manufacturers Life Insurance Company, The161,220$180.6K0.00%−48,621−23.2%Reduced
Voya Investment Management LLC172,759$193.0K0.00%+11,772+7.3%Added
MetLife Investment Management173,192$194.0K0.00%+20,211+13.2%Added
Citigroup Inc194,408$218.0K0.00%−2,070−1.1%Reduced
Legal & General Group Plc195,844$220.0K0.00%+17,777+10.0%Added
Heritage Investors Management Corp200,000$224.0K0.01%00.0%Unchanged
Jane Street Group, LLC204,384$229.0K0.00%−30,840−13.1%Reduced
Creative Planning224,730$252.0K0.00%+205,420+1,063.8%Added
Deutsche Bank AG238,522$267.0K0.00%−28,645−10.7%Reduced
American International Group, Inc.241,556$271.0K0.00%+7,914+3.4%Added
New York State Common Retirement Fund270,154$303.0K0.00%+493+0.2%Added
JPMorgan Chase & Co355,056$398.0K0.00%+72,916+25.8%Added
UBS Asset Management Americas Inc394,770$442.1K0.00%00.0%Unchanged
Invesco Ltd.411,346$461.0K0.00%+258,048+168.3%Added
Alliancebernstein L.P.427,600$479.0K0.00%+1,400+0.3%Added
Bank of America Corp460,896$516.0K0.00%+164,797+55.7%Added
Goldman Sachs Group Inc525,749$589.0K0.00%−619,381−54.1%Reduced