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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
TPCM
151
Three Peaks Capital Management
Colorado
$1.15M +$57.7K +2,220 +6%
Asset Management One
152
Asset Management One
Japan
$1.14M
NAM
153
NorthCoast Asset Management
Connecticut
$1.13M
DCM
154
Dupont Capital Management
Delaware
$1.08M
Royal London Asset Management
155
Royal London Asset Management
United Kingdom
$1.06M -$8.37K -322 -0.7%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$1.06M -$2.26K -87 -0.2%
OWIM
157
Old West Investment Management
California
$1.06M -$7.12K -274 -0.7%
PAM
158
Private Asset Management
California
$1.02M
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$978K -$594K -22,841 -39%
Lazard Asset Management
160
Lazard Asset Management
New York
$911K -$866K -33,312 -50%
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$898K -$82.6K -3,177 -9%
AG
162
Aperio Group
California
$857K +$6.5K +250 +0.8%
Citigroup
163
Citigroup
New York
$836K +$215K +8,256 +37%
PA
164
Profund Advisors
Maryland
$830K +$121K +4,646 +18%
URS
165
Utah Retirement Systems
Utah
$823K -$82.6K -3,177 -10%
US Bancorp
166
US Bancorp
Minnesota
$820K -$99.6K -3,832 -11%
OA
167
OFI Advisors
Pennsylvania
$783K +$26.1K +1,005 +4%
SAM
168
Shell Asset Management
Netherlands
$773K -$208 -8 -0%
CSIC
169
Clifford Swan Investment Counsel
California
$747K
GC
170
Guggenheim Capital
Illinois
$732K +$439K +16,901 +170%
DCM
171
Dynamic Capital Management
Jersey
$731K -$852K -32,800 -55%
William Blair & Company
172
William Blair & Company
Illinois
$719K +$686K +26,403 New
AIP
173
Ameritas Investment Partners
Nebraska
$706K -$33.3K -1,282 -5%
IGIM
174
I.G. Investment Management
Manitoba, Canada
$703K +$258K +9,928 +63%
TAM
175
THB Asset Management
Connecticut
$701K -$563K -21,658 -46%

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.