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SPX Corp

293 hedge funds and large institutions have $3.55B invested in SPX Corp in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 74 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $461K

263% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more funds holding

Funds holding: 244293 (+49)

19% more capital invested

Capital invested by funds: $2.98B → $3.55B (+$579M)

1.11% less ownership

Funds ownership: 92.98%91.88% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 104

Holders
293
Holders Change
+49
Holders Change %
+20.08%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
74
Reduced
104
Closed
19
Calls
$2.83M
Puts
$461K
Net Calls
+$2.37M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
CreativeOne Wealth
Kansas
$627K +$549K +7,377 New
DTL
152
Dynamic Technology Lab
Singapore
$623K +$546K +7,330 New
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$613K
US Bancorp
154
US Bancorp
Minnesota
$610K -$521 -7 -0.1%
Two Sigma Investments
155
Two Sigma Investments
New York
$607K -$866K -11,629 -62%
ProShare Advisors
156
ProShare Advisors
Maryland
$589K +$40.7K +546 +9%
GCA
157
Greenwood Capital Associates
South Carolina
$575K -$2.75K -37 -0.5%
ZIM
158
Zacks Investment Management
Illinois
$566K +$113K +1,517 +30%
American Century Companies
159
American Century Companies
Missouri
$562K -$39.1K -525 -7%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$557K -$63K -846 -11%
AWM
161
AE Wealth Management
Kansas
$557K +$488K +6,550 New
IIC
162
Integrated Investment Consultants
Michigan
$556K -$151K -2,034 -24%
LPL Financial
163
LPL Financial
California
$520K +$195K +2,616 +75%
Man Group
164
Man Group
United Kingdom
$488K +$428K +5,744 New
COI
165
Connable Office Inc
Michigan
$487K -$159K -2,139 -27%
AQR Capital Management
166
AQR Capital Management
Connecticut
$469K +$107K +1,440 +35%
FWCM
167
Ferguson Wellman Capital Management
Oregon
$467K
PAMS
168
Pictet Asset Management (Switzerland)
Switzerland
$461K
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$435K +$381K +5,114 New
SSA
170
Schonfeld Strategic Advisors
New York
$422K +$369K +4,961 New
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
$402K +$352K +4,726 New
EI
172
Ellevest Inc
New York
$394K -$244K -3,281 -41%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$391K -$68.3K -917 -17%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$390K -$16.1K -216 -4%
VPIM
175
Vanguard Personalized Indexing Management
California
$379K +$19.4K +261 +6%

SPXC Hedge Fund Activity: Q2 2023 in Review

293 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q2 2023, worth a combined $3.55B — up 19% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPXC positions and 19 closed out — a net gain of 50 holders — while 74 added to existing stakes and 104 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $29.9M. The largest seller was EARNEST Partners, cutting an estimated $65M.

  • 293 institutional investors held SPX Corp (SPXC) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $3.55B of SPX Corp stock for Q2 2023, up 19% quarter-over-quarter.
  • 69 funds opened new SPX Corp positions in Q2 2023 and 19 closed out, a net change of +50 holders.
  • The largest SPX Corp buyer in Q2 2023 was Artisan Partners, an estimated $29.9M added.
  • The largest SPX Corp seller in Q2 2023 was EARNEST Partners, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2023.