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SPX Corp

244 hedge funds and large institutions have $2.98B invested in SPX Corp in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $2.69B → $2.98B (+$285M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

0% more funds holding

Funds holding: 243244 (+1)

0.33% less ownership

Funds ownership: 93.32%92.98% (-0.33%)

22% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.52M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
80
Reduced
78
Closed
27
Calls
$1.19M
Puts
$1.52M
Net Calls
-$330K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$603K +$318K +4,489 +111%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$574K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$571K +$51.3K +723 +10%
EI
129
Ellevest Inc
New York
$559K +$25.9K +366 +5%
COI
130
Connable Office Inc
Michigan
$555K
OC
131
Oppenheimer & Co
New York
$535K -$8.79K -124 -2%
Jane Street
132
Jane Street
New York
$522K -$1.01M -14,308 -66%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$522K +$45K +635 +9%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$509K
US Bancorp
135
US Bancorp
Minnesota
$507K
American Century Companies
136
American Century Companies
Missouri
$501K +$36.7K +517 +8%
GCA
137
Greenwood Capital Associates
South Carolina
$480K +$482K +6,802 New
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$465K +$467K +6,586 New
KCM
139
Kennedy Capital Management
Missouri
$459K +$461K +6,499 New
ProShare Advisors
140
ProShare Advisors
Maryland
$451K +$453K +6,388 New
PTC
141
Petrus Trust Company
Texas
$423K +$425K +5,997 New
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$390K
FWCM
143
Ferguson Wellman Capital Management
Oregon
$388K
PAMS
144
Pictet Asset Management (Switzerland)
Switzerland
$383K
ZIM
145
Zacks Investment Management
Illinois
$363K +$364K +5,138 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$339K +$922 +13 +0.3%
TIM
147
Thompson Investment Management
Wisconsin
$317K
XT
148
XTX Topco
Cayman Islands
$311K +$312K +4,404 New
VI
149
Versor Investments
New York
$309K -$52K -733 -14%
HighTower Advisors
150
HighTower Advisors
Illinois
$304K +$7.73K +109 +3%

SPXC Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q1 2023, worth a combined $2.98B — up 11% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SPXC positions and 27 closed out — a net gain of 2 holders — while 80 added to existing stakes and 78 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $55M. The largest seller was Brown Advisory, cutting an estimated $22.9M.

  • 244 institutional investors held SPX Corp (SPXC) as of Q1 2023, up from 243 in Q4 2022.
  • Funds reported $2.98B of SPX Corp stock for Q1 2023, up 11% quarter-over-quarter.
  • 29 funds opened new SPX Corp positions in Q1 2023 and 27 closed out, a net change of +2 holders.
  • The largest SPX Corp buyer in Q1 2023 was Neuberger Berman Group, an estimated $55M added.
  • The largest SPX Corp seller in Q1 2023 was Brown Advisory, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.