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SPX Corp
SPXC

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: 1 → 3 (+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: 286 → 288 (+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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$47.1M
2
Morgan Stanley
Morgan Stanley
New York
+$45.7M
3
Brown Advisory
Brown Advisory
Maryland
+$30.4M
4
Capital World Investors
Capital World Investors
California
+$24.9M
5
PC
Port Capital
Illinois
+$15.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$17M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$13M
4
CCM
Channing Capital Management
Illinois
-$9.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
251
HHM Wealth Advisors
Tennessee
$10.8K – – –
WIM
252
Westside Investment Management
California
$10.1K – – –
LFA
253
LGT Financial Advisors
Texas
$8.99K – – –
AIM
254
Anchor Investment Management
South Carolina
$8.08K – – –
PP
255
PrairieView Partners
Minnesota
$7K – – –
MIM
256
Macroview Investment Management
Maryland
$6.57K – – –
AF
257
Allworth Financial
California
$6.46K – – –
TIM
258
Tortoise Investment Management
New York
$5.86K – – –
BF
259
BOK Financial
Oklahoma
$5.15K +$4.41K +51 New
HIM
260
Hillsdale Investment Management
Ontario, Canada
$5.05K -$2.6K -30 -38%
SPIA
261
Steward Partners Investment Advisory
New York
$4.95K +$346 +4 +9%
BGAI
262
Bruce G. Allen Investments
Colorado
$4.75K +$4.07K +47 New
PTC
263
Private Trust Company
Ohio
$4.54K -$8.22K -95 -68%
IA
264
IFP Advisors
Florida
$4.54K – – –
CWC
265
Carolinas Wealth Consulting
North Carolina
$4.24K -$173 -2 -5%
WIA
266
Wetzel Investment Advisors
Indiana
$4K +$3.55K +41 New
CT
267
Colonial Trust
South Carolina
$3.78K – – –
JWA
268
JFS Wealth Advisors
Pennsylvania
$3.74K +$87 +1 +3%
LC
269
Lindbrook Capital
California
$3.64K -$173 -2 -5%
NA
270
NewEdge Advisors
Louisiana
$3.54K – – –
BIA
271
Bell Investment Advisors
California
$3.33K – – –
UB
272
UMB Bank
Missouri
$3.23K – – –
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$3.13K – – –
CFD
274
Creative Financial Designs
Indiana
$2.93K – – –
AAP
275
Arax Advisory Partners
Colorado
$2.22K – – –
9 10
11
12 13

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.