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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
State of Tennessee, Department of Treasury
51
State of Tennessee, Department of Treasury
Tennessee
$13.4M -$2.27M -87,445 -15%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$13.3M -$547K -21,039 -4%
UBS AM
53
UBS AM
Illinois
$12.5M +$35.1K +1,350 +0.3%
Principal Financial Group
54
Principal Financial Group
Iowa
$12.4M +$216K +8,331 +2%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$11.7M +$2.75M +106,018 +33%
Two Sigma Investments
56
Two Sigma Investments
New York
$11.6M -$9.03M -347,594 -45%
Franklin Resources
57
Franklin Resources
California
$11.5M -$12.2M -470,552 -53%
CS
58
Credit Suisse
Switzerland
$11.5M -$472K -18,163 -4%
Goldman Sachs
59
Goldman Sachs
New York
$11M -$796K -30,628 -7%
AIG
60
American International Group
New York
$9.54M -$463K -17,826 -5%
Credit Agricole
61
Credit Agricole
France
$9.52M +$5.25M +201,946 +137%
DIA
62
Denver Investment Advisors
Colorado
$9.28M -$131K -5,043 -1%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$9.05M +$92.9K +3,574 +1%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$9.04M +$1.24M +47,652 +17%
WBC
65
Westpac Banking Corp
Australia
$9.01M +$1.17M +44,932 +16%
SIA
66
SeaBridge Investment Advisors
New Jersey
$8.86M +$307K +11,813 +4%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$8.65M -$537K -20,649 -6%
MAA
68
Managed Account Advisors
New Jersey
$8.28M +$359K +13,831 +5%
Charles Schwab
69
Charles Schwab
California
$8.26M +$211K +8,101 +3%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$8.19M -$2.97M -114,146 -28%
CM
71
Castleark Management
Illinois
$8.01M -$1.69M -65,125 -18%
NFA
72
Nationwide Fund Advisors
Ohio
$7.76M -$307K -11,798 -4%
PPA
73
Parametric Portfolio Associates
Washington
$7.7M +$470K +18,100 +7%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$7.68M +$887K +34,151 +14%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$7.57M -$53.7K -2,065 -0.7%

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.