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SPX Corp

294 hedge funds and large institutions have $3.46B invested in SPX Corp in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

80% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.28M

6% more funds holding

Funds holding: 278294 (+16)

17% less capital invested

Capital invested by funds: $4.15B → $3.46B (-$686M)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
8.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
37
Increased
91
Reduced
114
Closed
20
Calls
$2.3M
Puts
$1.28M
Net Calls
+$1.02M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
251
Walleye Trading
New York
$189K +$102K +3,944 +97%
STC
252
SEI Trust Company
Pennsylvania
$172K -$3.96M -152,526 -95%
PC
253
Permit Capital
Pennsylvania
$159K +$37.1K +1,430 +27%
SEC
254
Seven Eight Capital
New York
$150K +$165K +6,354 New
LIA
255
LS Investment Advisors
Michigan
$149K
Envestnet Asset Management
256
Envestnet Asset Management
Illinois
$133K +$5.25K +202 +4%
GH
257
GAM Holding
Switzerland
$126K -$2.57K -99 -2%
ECM
258
Estabrook Capital Management
New York
$122K
Fuller & Thaler Asset Management
259
Fuller & Thaler Asset Management
California
$122K +$134K +5,162 New
IC
260
IKOS CIF
Cyprus
$120K +$127K +4,900 New
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$113K -$30.9K -1,191 -20%
BGIM
262
Brandywine Global Investment Management
Pennsylvania
$107K +$101K +3,876 +622%
OMCS
263
Old Mutual Customised Solutions
South Africa
$103K
LTFS
264
Ladenburg Thalmann Financial Services
Florida
$93K +$48K +1,850 +88%
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$87K +$46.6K +1,794 +98%
Allianz Asset Management
266
Allianz Asset Management
Germany
$80K -$208 -8 -0.2%
VFA
267
Virtus Fund Advisers
Connecticut
$75K -$472K -18,191 -85%
Creative Planning
268
Creative Planning
Kansas
$73K
1IC
269
1919 Investment Counsel
Maryland
$64K -$31K -1,192 -31%
WTC
270
WhitTier Trust Company
Nevada
$57K
EOJOAM
271
E. Ohman J:or Asset Management
Sweden
$56.4K
CBOA
272
Commonwealth Bank of Australia
Australia
$56K -$20.6K -794 -25%
PSUF
273
People's United Financial
Connecticut
$42K
FAM
274
Fred Alger Management
New York
$31K -$119K -4,566 -78%
WT
275
Whittier Trust
California
$27K

SPXC Hedge Fund Activity: Q3 2014 in Review

294 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q3 2014, worth a combined $3.46B — down 17% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SPXC positions and 20 closed out — a net gain of 17 holders — while 91 added to existing stakes and 114 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $26.4M. The largest seller was Russell Frank Company, cutting an estimated $51.3M.

  • 294 institutional investors held SPX Corp (SPXC) as of Q3 2014, up from 278 in Q2 2014.
  • Funds reported $3.46B of SPX Corp stock for Q3 2014, down 17% quarter-over-quarter.
  • 37 funds opened new SPX Corp positions in Q3 2014 and 20 closed out, a net change of +17 holders.
  • The largest SPX Corp buyer in Q3 2014 was First Trust Advisors, an estimated $26.4M added.
  • The largest SPX Corp seller in Q3 2014 was Russell Frank Company, an estimated $51.3M sold.

Based on aggregated 13F filings for Q3 2014.