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SPX Corp

288 hedge funds and large institutions have $4.37B invested in SPX Corp in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

108% more call options, than puts

Call options by funds: $4.17M | Put options by funds: $2M

27% more capital invested

Capital invested by funds: $3.44B → $4.37B (+$938M)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

2.24% more ownership

Funds ownership: 92.6%94.84% (+2.2%)

1% more funds holding

Funds holding: 286288 (+2)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 109

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
4.2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
88
Reduced
109
Closed
33
Calls
$4.17M
Puts
$2M
Net Calls
+$2.17M
Net Calls Change
+$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$85.9K
FBC
227
Fairfield, Bush & Co
Connecticut
$72.3K +$62K +716 New
ST
228
Smithfield Trust
Pennsylvania
$63K
CAL
229
Capital Advisors Ltd
Ohio
$55K
HNB
230
Huntington National Bank
Ohio
$54.1K +$6.84K +79 +17%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$49.3K +$2.51K +29 +6%
HI
232
Harbour Investments
Wisconsin
$45.4K +$38.9K +449 New
FHA
233
First Horizon Advisors
Tennessee
$44.1K
SVCP
234
Silicon Valley Capital Partners
California
$42.9K +$36.8K +425 New
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.5K -$952 -11 -4%
HFS
236
Hantz Financial Services
Michigan
$28K +$4.76K +55 +25%
EWA
237
EverSource Wealth Advisors
Alabama
$26.6K -$9.35K -108 -29%
ASN
238
Advisory Services Network
Georgia
$25.5K +$21.8K +252 New
GRP
239
Global Retirement Partners
California
$24K
PA
240
Parallel Advisors
California
$21.1K +$9.95K +115 +122%
VCM
241
Versant Capital Management
Arizona
$20.5K -$6.58K -76 -27%
ODG
242
O'Dell Group
Ohio
$20.2K +$17.3K +200 New
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$19.4K +$3.03K +35 +22%
GI
244
GAMMA Investing
California
$17.8K +$15.3K +177 New
FFA
245
Farther Finance Advisors
California
$13.8K +$1.3K +15 +12%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$13K -$1.64K -19 -13%
S
247
SignatureFD
Georgia
$11.5K
FWM
248
Focused Wealth Management
New York
$11.3K +$9.69K +112 New
WPA
249
West Paces Advisors
Georgia
$11K +$1.21K +14 +15%
PPC
250
Park Place Capital
Alabama
$10.9K

SPXC Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q4 2023, worth a combined $4.37B — up 27% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPXC positions and 33 closed out — a net gain of 6 holders — while 88 added to existing stakes and 109 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $47.1M. The largest seller was Fidelity Investments, cutting an estimated $29.8M.

  • 288 institutional investors held SPX Corp (SPXC) as of Q4 2023, up from 286 in Q3 2023.
  • Funds reported $4.37B of SPX Corp stock for Q4 2023, up 27% quarter-over-quarter.
  • 39 funds opened new SPX Corp positions in Q4 2023 and 33 closed out, a net change of +6 holders.
  • The largest SPX Corp buyer in Q4 2023 was AllianceBernstein, an estimated $47.1M added.
  • The largest SPX Corp seller in Q4 2023 was Fidelity Investments, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2023.