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 2023
Institutional positions in Ideanomics, Inc. as of Mar 31, 2023. 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
- 65
- −8 vs. Q4 2022
- Shares held
- 18.5M
- +604.9K (+3.4%) vs. Q4 2022
- Total value
- $2.00M
- −$937.1K (−31.9%) vs. Q4 2022
- New holders
- 11
- 13 more added
- Sold out
- 19
- 15 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 10,585,829 | $1.14M | 0.00% | +297,955+2.9% | Added |
| Invesco Ltd. | 2,803,259 | $302.8K | 0.00% | +2,515,841+875.3% | Added |
| Two Sigma Securities, LLC | 707,625 | $76.4K | 0.01% | +653,624+1,210.4% | Added |
| Brown Advisory Inc | 656,604 | $70.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 622,220 | $67.2K | 0.00% | −168,464−21.3% | Reduced |
| Morgan Stanley | 391,616 | $42.3K | 0.00% | −46,380−10.6% | Reduced |
| Bank of America Corp | 376,323 | $40.6K | 0.00% | −45,502−10.8% | Reduced |
| Two Sigma Investments, LP | 333,692 | $36.0K | 0.00% | +51,975+18.4% | Added |
| Group One Trading, L.P. | 251,078 | $27.1K | 0.00% | −14,382−5.4% | Reduced |
| Geode Capital Management, LLC | 232,089 | $25.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 226,000 | $24.4K | 0.00% | +111,000+96.5% | Added |
| Creative Planning | 214,945 | $23.2K | 0.00% | +100.0% | Added |
| UBS Group AG | 135,843 | $14.7K | 0.00% | +66,965+97.2% | Added |
| Point72 Asset Management, L.P. | 88,693 | $9.58K | 0.00% | +88,693 | New |
| HRT Financial LP | 84,181 | $9.00K | 0.00% | +84,181 | New |
| Goldman Sachs Group Inc | 77,603 | $8.38K | 0.00% | −93,304−54.6% | Reduced |
| Victory Capital Management Inc | 69,665 | $7.52K | 0.00% | +8,899+14.6% | Added |
| Wolverine Trading, LLC | 59,588 | $7.00K | 0.00% | −7,770−11.5% | Reduced |
| Foster Group, Inc. | 64,090 | $6.92K | 0.00% | +8,500+15.3% | Added |
| Lindbrook Capital, LLC | 55,000 | $5.94K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 52,000 | $5.62K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 44,580 | $5.00K | 0.00% | +44,580 | New |
| Advisor Group Holdings, Inc. | 46,236 | $4.71K | 0.00% | −1,350−2.8% | Reduced |
| Baader Bank INC | 51,528 | $4.34K | 0.00% | +51,528 | New |
| Stratos Wealth Partners, LTD. | 30,650 | $3.31K | 0.00% | +30,650 | New |
| Financial Advocates Investment Management | 30,148 | $3.26K | 0.00% | +20,000+197.1% | Added |
| Savant Capital, LLC | 20,000 | $2.16K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 20,000 | $2.16K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,610 | $2.00K | 0.00% | +1,629+10.2% | Added |
| Janney Montgomery Scott LLC | 17,700 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 14,100 | $2.00K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,909 | $1.83K | 0.00% | −2,991−15.0% | Reduced |
| Mather Group, LLC. | 16,045 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 13,500 | $1.65K | 0.00% | −47,400−77.8% | Reduced |
| Laird Norton Trust Company, LLC | 11,838 | $1.28K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,600 | $1.15K | 0.00% | +10,600 | New |
| Cerity Partners LLC | 10,550 | $1.14K | 0.00% | −535−4.8% | Reduced |
| MONECO Advisors, LLC | 10,310 | $1.11K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $1.08K | 0.00% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 10,000 | $1.08K | 0.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 10,001 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,151 | $1.00K | 0.00% | +11,151 | New |
| Farther Finance Advisors, LLC | 2,853 | $308 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,300 | $140 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,000 | $108 | 0.00% | +1,000 | New |
| BNP Paribas Arbitrage, SA | 825 | $89 | 0.00% | +55+7.1% | Added |
| Ten Capital Wealth Advisors, LLC | 800 | $86 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $82 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 600 | $65 | 0.00% | +500+500.0% | Added |
| North Star Investment Management Corp. | 545 | $59 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $54 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $32 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 228 | $25 | 0.00% | −748−76.6% | Reduced |
| Carmel Capital Partners, LLC | 228 | $25 | 0.00% | +228 | New |
| EverSource Wealth Advisors, LLC | 225 | $24 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 165 | $18 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 125 | $14 | 0.00% | +125 | New |
| Larson Financial Group LLC | 25 | $3 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14 | $2 | 0.00% | −41,230−100.0% | Reduced |
| FMR LLC | 5 | $1 | 0.00% | −26−83.9% | Reduced |
| WR Wealth Planners, LLC | 5 | $1 | 0.00% | +5 | New |
| Simplex Trading, LLC | 8,200 | $0 | 0.00% | −100−1.2% | Reduced |
| Cutler Group LP | 285 | $0 | 0.00% | −6,867−96.0% | Reduced |
| Hantz Financial Services, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $0 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,355,468−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,113,318−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −164,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −144,498−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −62,866−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,734−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,524−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −32,982−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −11,351−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −6,903−100.0% | Sold out |
| Selective Wealth Management, Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |