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 2022
Institutional positions in Ideanomics, Inc. as of Dec 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
- 75
- −14 vs. Q3 2022
- Shares held
- 17.9M
- −7.09M (−28.3%) vs. Q3 2022
- Total value
- $2.94M
- −$3.94M (−57.3%) vs. Q3 2022
- New holders
- 18
- 12 more added
- Sold out
- 32
- 16 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 3 | $63 |
| Q2 2025 | 2 | $315 |
| Q1 2025 | 2 | $126 |
| Q4 2024 | 2 | $56 |
| Q3 2024 | 6 | $3.97K |
| Q2 2024 | 28 | $308.2K |
| Q1 2024 | 31 | $412.5K |
| Q4 2023 | 30 | $1.05M |
| Q3 2023 | 33 | $697.5K |
| Q2 2023 | 66 | $866.0K |
| Q1 2023 | 65 | $2.00M |
| Q4 2022 | 75 | $2.94M |
| Q3 2022 | 90 | $6.88M |
| Q2 2022 | 103 | $25.3M |
| Q1 2022 | 118 | $84.3M |
| Q4 2021 | 122 | $86.4M |
| Q3 2021 | 125 | $129.7M |
| Q2 2021 | 128 | $208.1M |
| Q1 2021 | 89 | $59.9M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,315 | $0 | 0.00% | +1,315 | New |
| CWM, LLC | 24 | $0 | 0.00% | +24 | New |
| Larson Financial Group LLC | 25 | $4 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 31 | $5 | 0.00% | −41,778−99.9% | Reduced |
| High Net Worth Advisory Group LLC | 72 | $12 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $16 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 165 | $27 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 200 | $32 | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 225 | $37 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 250 | $41 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 252 | $41 | 0.00% | +252 | New |
| Antonetti Capital Management LLC | 300 | $49 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 300 | $49 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $82 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $82 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $82 | 0.00% | +500 | New |
| North Star Investment Management Corp. | 545 | $89 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 770 | $126 | 0.00% | −20,599−96.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 800 | $131 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 976 | $160 | 0.00% | +976 | New |
| Federation des caisses Desjardins du Quebec | 1,300 | $213 | 0.00% | −3,000−69.8% | Reduced |
| Farther Finance Advisors, LLC | 2,853 | $468 | 0.00% | +2,853 | New |
| Credit Agricole S A | 3,700 | $607 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,152 | $1.00K | 0.00% | −23,471−76.6% | Reduced |
| Simplex Trading, LLC | 8,300 | $1.00K | 0.00% | −100−1.2% | Reduced |
| Palumbo Wealth Management LLC | 10,000 | $1.64K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $1.64K | 0.00% | +10,000 | New |
| Financial Advocates Investment Management | 10,148 | $1.66K | 0.00% | +10,148 | New |
| MONECO Advisors, LLC | 10,310 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,085 | $1.82K | 0.00% | +11,085 | New |
| Tamar Securities, LLC | 11,351 | $1.86K | 0.00% | +11,351 | New |
| Laird Norton Trust Company, LLC | 11,838 | $1.94K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,286 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 10,001 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 14,100 | $2.00K | 0.00% | +14,100 | New |
| Selective Wealth Management, Inc. | 13,000 | $2.34K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 16,045 | $2.63K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,981 | $3.00K | 0.00% | −32,108−66.8% | Reduced |
| Janney Montgomery Scott LLC | 17,700 | $3.00K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 19,900 | $3.26K | 0.00% | −8,735−30.5% | Reduced |
| Savant Capital, LLC | 20,000 | $3.28K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 20,000 | $3.28K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 32,982 | $5.41K | 0.00% | +32,982 | New |
| Qube Research & Technologies Ltd | 35,524 | $5.83K | 0.00% | −290,409−89.1% | Reduced |
| Millennium Management LLC | 33,734 | $6.00K | 0.00% | −3,477,474−99.0% | Reduced |
| Cubist Systematic Strategies, LLC | 41,244 | $6.76K | 0.00% | +41,244 | New |
| Advisor Group Holdings, Inc. | 47,586 | $6.82K | 0.00% | +4,365+10.1% | Added |
| Perennial Investment Advisors, LLC | 52,000 | $8.53K | 0.00% | +12,000+30.0% | Added |
| Two Sigma Securities, LLC | 54,001 | $8.86K | 0.00% | +54,001 | New |
| Lindbrook Capital, LLC | 55,000 | $9.02K | 0.00% | −10,900−16.5% | Reduced |
| Foster Group, Inc. | 55,590 | $9.12K | 0.00% | +50+0.1% | Added |
| Victory Capital Management Inc | 60,766 | $9.97K | 0.00% | +8,207+15.6% | Added |
| Bank of Montreal | 60,900 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 62,866 | $10.3K | 0.00% | −119,653−65.6% | Reduced |
| Wolverine Trading, LLC | 67,358 | $11.0K | 0.00% | +50,508+299.8% | Added |
| UBS Group AG | 68,878 | $11.0K | 0.00% | +19,011+38.1% | Added |
| Citigroup Inc | 115,000 | $18.9K | 0.00% | −3,645−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 144,498 | $23.7K | 0.00% | +144,498 | New |
| Marex Group plc | 164,500 | $26.6K | 0.00% | +164,500 | New |
| Goldman Sachs Group Inc | 170,907 | $28.0K | 0.00% | −379,741−69.0% | Reduced |
| Creative Planning | 214,935 | $35.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 232,089 | $38.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 265,460 | $43.5K | 0.00% | +87,254+49.0% | Added |
| Two Sigma Investments, LP | 281,717 | $46.2K | 0.00% | +281,717 | New |
| Invesco Ltd. | 287,418 | $47.1K | 0.00% | −46,674−14.0% | Reduced |
| Bank of America Corp | 421,825 | $69.2K | 0.00% | +11,808+2.9% | Added |
| Morgan Stanley | 437,996 | $71.8K | 0.00% | +297,269+211.2% | Added |
| Brown Advisory Inc | 656,604 | $107.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 790,684 | $129.7K | 0.00% | −693,212−46.7% | Reduced |
| Citadel Advisors LLC | 1,113,318 | $182.6K | 0.00% | +319,667+40.3% | Added |
| Renaissance Technologies LLC | 1,355,468 | $222.0K | 0.00% | +138,955+11.4% | Added |
| State Street Corp | 10,287,874 | $1.69M | 0.00% | +5,743,460+126.4% | Added |
| IFP Advisors, Inc | 6,903 | – | – | −1,146−14.2% | Reduced |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,983,727−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −1,113,700−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −1,021,074−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −691,587−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −700,323−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −621,632−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −530,709−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −441,561−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −406,715−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −290,167−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −233,287−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −231,392−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −163,157−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −128,482−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −110,760−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −86,943−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −77,282−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −77,772−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −73,279−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −67,522−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −59,408−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −53,359−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −49,301−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −47,400−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −42,050−100.0% | Sold out |