We are live on ! Find out more
SPXC icon

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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$18K +$5.87K +331 +60%
VCM
152
Versant Capital Management
Arizona
$15K -$904 -51 -6%
TRCT
153
Tower Research Capital (TRC)
New York
$12K -$5.53K -312 -35%
1832 Asset Management
154
1832 Asset Management
Ontario, Canada
$10K – – –
TCIM
155
TIAA CREF Investment Management
New York
$9.76K -$1.58M -89,452 -16%
CFA
156
CT Financial Advisors
Pennsylvania
$8.88K – – –
QI
157
QS Investors
New York
$7K – – –
LCS
158
Levin Capital Strategies
New York
$5.54K – – –
CFA
159
Carroll Financial Associates
North Carolina
$4K – – –
WA
160
Winfield Associates
Ohio
$4K – – –
CPIG
161
Chicago Partners Investment Group
Illinois
$3K – – –
CG
162
Cutler Group
California
$3K +$2K +113 +297%
Creative Planning
163
Creative Planning
Kansas
$2K – – –
GT
164
Glenmede Trust
Pennsylvania
$2K – – –
IA
165
IFP Advisors
Florida
$2K +$780 +44 +79%
WEC
166
Winslow Evans & Crocker
Massachusetts
$1.17K – – –
RA
167
Rational Advisors
New York
$1K -$145K -8,200 -99%
QAM
168
QCI Asset Management
New York
$1K – – –
PG
169
Patten Group
Tennessee
$991 – – –
VOYA Investment Management
170
VOYA Investment Management
Georgia
$337 – – –
BPIM
171
Brant Point Investment Management
New York
– -$3.48M -234,559 Closed
BIM
172
Bogle Investment Management
Massachusetts
– -$3.11M -209,685 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$1.93M -130,232 Closed
Adage Capital Partners
174
Adage Capital Partners
Massachusetts
– -$1.63M -109,528 Closed
ARTA
175
A.R.T. Advisors
New York
– -$740K -49,860 Closed
4 5 6
7
8

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.