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SPX Corp

278 hedge funds and large institutions have $4.15B invested in SPX Corp in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.53M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $3.85B → $4.15B (+$300M)

4% less funds holding

Funds holding: 291278 (-13)

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

41% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 130

Holders
278
Holders Change
-13
Holders Change %
-4.47%
% of All Funds
7.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
77
Reduced
130
Closed
32
Calls
$12.5M
Puts
$4.53M
Net Calls
+$8.01M
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$33.1M -$1.68M -64,647 -5%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$33M +$1.79M +68,793 +6%
TCIM
28
TIAA CREF Investment Management
New York
$30.8M -$9.49M -365,296 -24%
BG
29
BlackRock Group
United Kingdom
$28.9M +$606K +23,326 +2%
Morgan Stanley
30
Morgan Stanley
New York
$27.3M -$18.2M -700,179 -41%
Cohen & Steers
31
Cohen & Steers
New York
$26.7M -$137K -5,285 -0.5%
Prudential Financial
32
Prudential Financial
New Jersey
$25.6M +$10.7M +411,106 +78%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$24.7M +$23.5M +905,515 New
FIM
34
FourPoints Investment Managers
France
$24.3M -$2.34M -90,190 -9%
GIA
35
Gateway Investment Advisers
Ohio
$24.3M -$728K -28,032 -3%
Wells Fargo
36
Wells Fargo
California
$24.2M -$717K -27,579 -3%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$24.2M -$278K -10,682 -1%
BA
38
BlackRock Advisors
Delaware
$24.2M +$764K +29,385 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$23.8M -$320K -12,322 -1%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$21.4M -$444K -17,075 -2%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$21.3M -$102K -3,916 -0.5%
Legal & General Group
42
Legal & General Group
United Kingdom
$21M +$234K +9,014 +1%
BIM
43
BlackRock Investment Management
Delaware
$17M -$414K -15,927 -2%
Ameriprise
44
Ameriprise
Minnesota
$16.9M -$391K -15,046 -2%
USAA
45
United Services Automobile Association
Texas
$16.9M +$1.91M +73,464 +13%
Invesco
46
Invesco
Georgia
$16.6M -$16.1M -621,477 -51%
AL
47
AJO LP
Pennsylvania
$15.4M +$9.39M +361,360 +177%
Renaissance Technologies
48
Renaissance Technologies
New York
$14.9M +$5.97M +229,730 +72%
Axa
49
Axa
France
$14.5M +$9.25M +355,865 +200%
RS
50
Robeco Schweiz
Switzerland
$14.5M +$6.08M +234,102 +77%

SPXC Hedge Fund Activity: Q2 2014 in Review

278 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q2 2014, worth a combined $4.15B — up 7.8% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SPXC and 21 opened new positions — a net loss of 11 holders — while 130 trimmed existing stakes and 77 added.

The largest buyer was Bank of New York Mellon, adding an estimated $44.7M. The largest seller was JP Morgan Chase, cutting an estimated $53.4M.

  • 278 institutional investors held SPX Corp (SPXC) as of Q2 2014, down from 291 in Q1 2014.
  • Funds reported $4.15B of SPX Corp stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 21 funds opened new SPX Corp positions in Q2 2014 and 32 closed out, a net change of -11 holders.
  • The largest SPX Corp buyer in Q2 2014 was Bank of New York Mellon, an estimated $44.7M added.
  • The largest SPX Corp seller in Q2 2014 was JP Morgan Chase, an estimated $53.4M sold.

Based on aggregated 13F filings for Q2 2014.