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SPX Corp
SPXC

173 hedge funds and large institutions have $669M invested in SPX Corp in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $4.52M

28% more capital invested

Capital invested by funds: $524M → $669M (+$145M)

3.34% less ownership

Funds ownership: 84.74% → 81.41% (-3.3%)

8% less funds holding

Funds holding: 189 → 173 (-16)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
54
Reduced
60
Closed
31
Calls
$20.8M
Puts
$4.52M
Net Calls
+$16.3M
Net Calls Change
+$31.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$22.2M
2
Credit Agricole
Credit Agricole
France
+$16.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.04M
4
BFA
BlackRock Fund Advisors
California
+$3.92M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.98M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$5.74M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.72M
4
Morgan Stanley
Morgan Stanley
New York
-$4.27M
5
BPIM
Brant Point Investment Management
New York
-$3.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$6.88M +$162K +9,132 +3%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$6.87M +$6.04M +340,887 New
CAM
28
Cortina Asset Management
Wisconsin
$6.1M -$552K -31,182 -9%
Principal Financial Group
29
Principal Financial Group
Iowa
$6.08M +$165K +9,325 +3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$5.71M +$62.4K +3,524 +1%
IP
31
Interval Partners
New York
$5.53M +$1.12M +63,352 +30%
Deutsche Bank
32
Deutsche Bank
Germany
$5.07M -$2.88M -162,546 -39%
KBC Group
33
KBC Group
Belgium
$4.47M – – –
GC
34
Guggenheim Capital
Illinois
$4.42M +$6.18K +349 +0.2%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.26M -$1.05M -59,297 -22%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$4.17M -$33.7K -1,900 -0.9%
Two Sigma Investments
37
Two Sigma Investments
New York
$4.12M -$3.01M -169,883 -45%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$3.97M -$1.29M -72,900 -27%
BIM
39
BlackRock Investment Management
Delaware
$3.8M -$39.4K -2,223 -1%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$3.76M +$35.4K +2,000 +1%
AA
41
Ancora Advisors
Ohio
$3.13M +$828K +46,751 +43%
PAM
42
Panagora Asset Management
Massachusetts
$2.89M -$1.1M -62,085 -30%
Millennium Management
43
Millennium Management
New York
$2.87M -$2.8M -158,193 -53%
Goldman Sachs
44
Goldman Sachs
New York
$2.48M -$359K -20,278 -14%
NFA
45
Nationwide Fund Advisors
Ohio
$2.43M +$893K +50,380 +72%
HI
46
HBK Investments
Texas
$2.34M -$222K -12,515 -10%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$2.03M +$1.17M +66,205 +192%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.8M -$5.32K -300 -0.3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.77M +$14.2K +800 +0.9%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.77M -$13.6M -769,979 -90%
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SPXC Hedge Fund Activity: Q3 2016 in Review

173 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q3 2016, worth a combined $669M — up 28% from $524M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SPXC and 16 opened new positions — a net loss of 15 holders — while 60 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $13.6M.

  • 173 institutional investors held SPX Corp (SPXC) as of Q3 2016, down from 189 in Q2 2016.
  • Funds reported $669M of SPX Corp stock for Q3 2016, up 28% quarter-over-quarter.
  • 16 funds opened new SPX Corp positions in Q3 2016 and 31 closed out, a net change of -15 holders.
  • The largest SPX Corp buyer in Q3 2016 was Invesco, an estimated $22.2M added.
  • The largest SPX Corp seller in Q3 2016 was Envestnet Asset Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2016.