We are live on ! Find out more
SPXC icon

SPX Corp
SPXC

288 hedge funds and large institutions have $4.37B invested in SPX Corp in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

108% more call options, than puts

Call options by funds: $4.17M | Put options by funds: $2M

27% more capital invested

Capital invested by funds: $3.44B → $4.37B (+$938M)

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

2.24% more ownership

Funds ownership: 92.6% → 94.84% (+2.2%)

1% more funds holding

Funds holding: 286 → 288 (+2)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 109

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
4.2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
88
Reduced
109
Closed
33
Calls
$4.17M
Puts
$2M
Net Calls
+$2.17M
Net Calls Change
+$9.23M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$47.1M
2
Morgan Stanley
Morgan Stanley
New York
+$45.7M
3
Brown Advisory
Brown Advisory
Maryland
+$30.4M
4
Capital World Investors
Capital World Investors
California
+$24.9M
5
PC
Port Capital
Illinois
+$15.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$17M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$13M
4
CCM
Channing Capital Management
Illinois
-$9.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
201
Thompson Investment Management
Wisconsin
$271K -$47.6K -550 -17%
X
202
Xponance
Pennsylvania
$269K +$4.41K +51 +2%
CAG
203
Csenge Advisory Group
Florida
$268K -$4.33K -50 -2%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$262K +$225K +2,597 New
M&T Bank
205
M&T Bank
New York
$261K -$18.1K -209 -7%
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$257K – – –
Lazard Asset Management
207
Lazard Asset Management
New York
$254K -$26.8K -310 -11%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$249K +$213K +2,467 New
SOW
209
State of Wyoming
Wyoming
$248K -$9.26K -107 -4%
PWC
210
PYA Waltman Capital
Tennessee
$242K +$207K +2,391 New
RJT
211
Raymond James Trust
Florida
$233K +$200K +2,309 New
LCM
212
Landscape Capital Management
New Jersey
$231K +$197K +2,282 New
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$229K +$196K +2,270 New
SCM
214
Shelton Capital Management
Colorado
$220K +$188K +2,176 New
CCM
215
Coldstream Capital Management
Washington
$219K +$187K +2,165 New
CIP
216
Cornerstone Investment Partners
Georgia
$213K +$182K +2,104 New
AIM
217
Aigen Investment Management
New York
$212K -$210K -2,425 -54%
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$209K -$69.1K -799 -28%
Cerity Partners
219
Cerity Partners
New York
$204K +$175K +2,021 New
SWM
220
Segment Wealth Management
Texas
$202K +$173K +2,000 New
MA
221
MCF Advisors
Kentucky
$173K +$148K +1,708 New
QCG
222
Quadrant Capital Group
Ohio
$135K +$41.1K +475 +55%
KBC Group
223
KBC Group
Belgium
$113K – – –
QC
224
Quent Capital
New York
$107K – – –
FPFS
225
First Personal Financial Services
North Carolina
$86.5K – – –
7 8
9
10 11

SPXC Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q4 2023, worth a combined $4.37B — up 27% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPXC positions and 33 closed out — a net gain of 6 holders — while 88 added to existing stakes and 109 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $47.1M. The largest seller was Fidelity Investments, cutting an estimated $29.8M.

  • 288 institutional investors held SPX Corp (SPXC) as of Q4 2023, up from 286 in Q3 2023.
  • Funds reported $4.37B of SPX Corp stock for Q4 2023, up 27% quarter-over-quarter.
  • 39 funds opened new SPX Corp positions in Q4 2023 and 33 closed out, a net change of +6 holders.
  • The largest SPX Corp buyer in Q4 2023 was AllianceBernstein, an estimated $47.1M added.
  • The largest SPX Corp seller in Q4 2023 was Fidelity Investments, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2023.