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SPX Corp
SPXC

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: 2 → 3 (+1)

8% more capital invested

Capital invested by funds: $3.85B → $4.15B (+$300M)

4% less funds holding

Funds holding: 291 → 278 (-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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.7M
2
Norges Bank
Norges Bank
Norway
+$41M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$23.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
5
EAM
Eagle Asset Management
Florida
+$11.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$53.4M
2
SFM
Systematic Financial Management
New Jersey
-$34.6M
3
BIT
BlackRock Institutional Trust
California
-$30.8M
4
Millennium Management
Millennium Management
New York
-$20.1M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1
Relational Investors
California
$678M – – –
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$287M -$9.94M -382,661 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$260M +$11M +424,718 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$185M -$53.4M -2,055,207 -23%
State Street
5
State Street
Massachusetts
$157M -$5.55M -213,691 -4%
BIT
6
BlackRock Institutional Trust
California
$133M -$30.8M -1,186,674 -20%
BFA
7
BlackRock Fund Advisors
California
$132M +$6.65M +255,927 +6%
Jennison Associates
8
Jennison Associates
New York
$120M +$62.4K +2,402 +0.1%
SC
9
Sasco Capital
Connecticut
$115M -$284K -10,920 -0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$99M +$44.7M +1,719,201 +90%
Norges Bank
11
Norges Bank
Norway
$86M +$41M +1,578,902 +100%
Deutsche Bank
12
Deutsche Bank
Germany
$85.5M +$2.64M +101,725 +3%
EAM
13
Eagle Asset Management
Florida
$79M +$11.8M +452,615 +19%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$72.4M +$11.5M +443,986 +20%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$71.7M +$22.3M +859,590 +49%
AAMU
16
Amundi Asset Management US
Massachusetts
$69.4M +$5.18M +199,162 +8%
RFC
17
Russell Frank Company
Washington
$58.3M -$14.7M -564,120 -21%
TA
18
Teachers Advisors
New York
$55M -$3.63M -139,855 -6%
GAM
19
Gotham Asset Management
New York
$48M +$5.26M +202,505 +13%
Bank of America
20
Bank of America
North Carolina
$47.1M -$1.38M -53,279 -3%
Northern Trust
21
Northern Trust
Illinois
$46.2M -$3.62M -139,330 -8%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$40.9M -$657K -25,299 -2%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$40.5M -$784K -30,180 -2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$39.8M +$6.1M +234,686 +19%
Citadel Advisors
25
Citadel Advisors
Florida
$35.6M -$8.51M -327,603 -20%
1
2 3 4 5

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.