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SPX Corp

184 hedge funds and large institutions have $1.1B invested in SPX Corp in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $922M → $1.1B (+$173M)

15% more call options, than puts

Call options by funds: $857K | Put options by funds: $748K

1.35% more ownership

Funds ownership: 86.48%87.83% (+1.3%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1% less funds holding

Funds holding: 186184 (-2)

Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
59
Reduced
61
Closed
26
Calls
$857K
Puts
$748K
Net Calls
+$109K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.38M -$328K -12,498 -4%
Charles Schwab
27
Charles Schwab
California
$9.1M -$36.5K -1,389 -0.4%
PPA
28
Parametric Portfolio Associates
Washington
$8.84M -$572K -21,775 -7%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$8.78M +$5.41M +205,862 +221%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$8.43M -$3.68M -140,135 -33%
Bank of America
31
Bank of America
North Carolina
$7.79M -$15.1K -575 -0.2%
ETC
32
Evercore Trust Company
New York
$7.64M -$1.93M -73,300 -22%
KCM
33
Kennedy Capital Management
Missouri
$7.51M +$1.6M +60,752 +31%
SEI Investments
34
SEI Investments
Pennsylvania
$7.06M +$5.33M +202,984 +539%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$6.91M +$171K +6,520 +3%
AA
36
Ancora Advisors
Ohio
$6.53M +$934K +35,528 +19%
IP
37
Interval Partners
New York
$6.5M +$2.52M +95,705 +76%
SIA
38
SeaBridge Investment Advisors
New Jersey
$5.88M -$56.4K -2,147 -1%
NMVA
39
New Mountain Vantage Advisers
New York
$5.86M +$5.24M +199,584 New
FIM
40
Foresters Investment Management
New York
$5.38M +$39.4K +1,500 +0.8%
PAM
41
Panagora Asset Management
Massachusetts
$5.09M -$2.91M -110,881 -39%
UBS Group
42
UBS Group
Switzerland
$5M +$2.12M +80,742 +90%
KBC Group
43
KBC Group
Belgium
$4.91M -$546K -20,782 -11%
First Trust Advisors
44
First Trust Advisors
Illinois
$4.81M -$933K -35,504 -18%
HAI
45
Hennessy Advisors Inc
California
$4.54M
CAM
46
Congress Asset Management
Massachusetts
$4.5M +$4.03M +153,221 New
Goldman Sachs
47
Goldman Sachs
New York
$4.4M +$1.87M +71,196 +90%
MWNA
48
Marshall Wace North America
New York
$4.39M +$3.98M +151,422 New
JP Morgan Chase
49
JP Morgan Chase
New York
$4.07M -$483K -18,388 -12%
SIM
50
Spark Investment Management
New York
$3.83M

SPXC Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q3 2017, worth a combined $1.1B — up 19% from $922M a quarter earlier.

Fund positioning in SPXC was balanced in Q3 2017: 26 funds opened new positions, 26 closed out, 59 added to existing stakes and 61 trimmed.

The largest buyer was Rothschild & Co Asset Management US, adding an estimated $25.6M. The largest seller was Renaissance Technologies, cutting an estimated $11.2M.

  • 184 institutional investors held SPX Corp (SPXC) as of Q3 2017, down from 186 in Q2 2017.
  • Funds reported $1.1B of SPX Corp stock for Q3 2017, up 19% quarter-over-quarter.
  • 26 funds opened new SPX Corp positions in Q3 2017 and 26 closed out, a net change of 0 holders.
  • The largest SPX Corp buyer in Q3 2017 was Rothschild & Co Asset Management US, an estimated $25.6M added.
  • The largest SPX Corp seller in Q3 2017 was Renaissance Technologies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.