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SPX Corp

332 hedge funds and large institutions have $5.27B invested in SPX Corp in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 83 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

778% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $899K

225% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $4.37B → $5.27B (+$896M)

15% more funds holding

Funds holding: 288332 (+44)

0.72% less ownership

Funds ownership: 94.84%94.12% (-0.72%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 132

Holders
332
Holders Change
+44
Holders Change %
+15.28%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
83
Reduced
132
Closed
20
Calls
$7.89M
Puts
$899K
Net Calls
+$6.99M
Net Calls Change
+$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$7.88K
TIM
302
Tortoise Investment Management
New York
$7.14K
SAM
303
Smartleaf Asset Management
Massachusetts
$7.04K +$6.3K +58 New
SHIM
304
Stone House Investment Management
Pennsylvania
$6.89K +$6.08K +56 New
HIM
305
Hillsdale Investment Management
Ontario, Canada
$6.16K
SPIA
306
Steward Partners Investment Advisory
New York
$5.54K -$434 -4 -8%
PTC
307
Private Trust Company
Ohio
$5.54K
WIA
308
Wetzel Investment Advisors
Indiana
$4.82K
JWA
309
JFS Wealth Advisors
Pennsylvania
$4.56K
CT
310
Colonial Trust
South Carolina
$4.49K
CWC
311
Carolinas Wealth Consulting
North Carolina
$4.43K -$652 -6 -14%
LC
312
Lindbrook Capital
California
$4.43K
NA
313
NewEdge Advisors
Louisiana
$4.19K -$109 -1 -3%
BIA
314
Bell Investment Advisors
California
$4.06K
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$3.82K
CFD
316
Creative Financial Designs
Indiana
$3.57K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$3.08K +$326 +3 +14%
UB
318
UMB Bank
Missouri
$2.46K -$1.3K -12 -38%
PFA
319
Pathway Financial Advisers
Indiana
$2.46K
AAP
320
Arax Advisory Partners
Colorado
$2.22K -$434 -4 -18%
SIC
321
SJS Investment Consulting
Ohio
$1.97K
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K +$1.41K +13 New
PS
323
Principal Securities
Iowa
$1.6K +$1.41K +13 New
SWS
324
SYSTM Wealth Solutions
Illinois
$1.48K
ECM
325
Everence Capital Management
Indiana
$1.22K