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SPX Corp

184 hedge funds and large institutions have $1.1B invested in SPX Corp in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $922M → $1.1B (+$173M)

15% more call options, than puts

Call options by funds: $857K | Put options by funds: $748K

1.35% more ownership

Funds ownership: 86.48%87.83% (+1.3%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1% less funds holding

Funds holding: 186184 (-2)

Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
59
Reduced
61
Closed
26
Calls
$857K
Puts
$748K
Net Calls
+$109K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$160M +$3.4M +129,332 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$3.74M +142,486 +3%
AACR
3
ACR Alpine Capital Research
Missouri
$76.2M -$268K -10,201 -0.4%
Invesco
4
Invesco
Georgia
$50.4M -$4.17M -158,497 -8%
RCAMU
5
Rothschild & Co Asset Management US
Connecticut
$34.3M +$25.6M +975,500 +506%
State Street
6
State Street
Massachusetts
$30M +$307K +11,677 +1%
SBH
7
Segall Bryant & Hamill
Illinois
$29.5M +$2.85M +108,542 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$28.9M +$490K +18,660 +2%
OAM
9
Oppenheimer Asset Management
New York
$27.6M -$1.29M -49,199 -5%
SC
10
Selz Capital
New York
$26.4M +$23.6M +899,093 New
PCM
11
Peregrine Capital Management
Minnesota
$24.8M +$4.61M +175,601 +26%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$24M -$1.04M -39,592 -5%
CCM
13
Corsair Capital Management
New York
$22.8M +$8.34M +317,511 +69%
Prudential Financial
14
Prudential Financial
New Jersey
$17.7M -$131K -4,970 -0.8%
Credit Agricole
15
Credit Agricole
France
$16.9M +$1.34M +51,135 +10%
TA
16
Teachers Advisors
New York
$16.6M -$23.1K -878 -0.2%
Northern Trust
17
Northern Trust
Illinois
$16M -$185K -7,037 -1%
AQR Capital Management
18
AQR Capital Management
Connecticut
$16M -$6.8M -258,895 -32%
Federated Hermes
19
Federated Hermes
Pennsylvania
$15M +$1.12M +42,537 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14.6M -$1.5M -56,949 -10%
Ameriprise
21
Ameriprise
Minnesota
$13.5M +$587K +22,334 +5%
TCIM
22
TIAA CREF Investment Management
New York
$13.2M +$1.91M +72,868 +19%
KIM
23
Kestrel Investment Management
California
$11.3M -$113K -4,300 -1%
Norges Bank
24
Norges Bank
Norway
$10.3M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$10M +$360K +13,697 +4%

SPXC Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q3 2017, worth a combined $1.1B — up 19% from $922M a quarter earlier.

Fund positioning in SPXC was balanced in Q3 2017: 26 funds opened new positions, 26 closed out, 59 added to existing stakes and 61 trimmed.

The largest buyer was Rothschild & Co Asset Management US, adding an estimated $25.6M. The largest seller was Renaissance Technologies, cutting an estimated $11.2M.

  • 184 institutional investors held SPX Corp (SPXC) as of Q3 2017, down from 186 in Q2 2017.
  • Funds reported $1.1B of SPX Corp stock for Q3 2017, up 19% quarter-over-quarter.
  • 26 funds opened new SPX Corp positions in Q3 2017 and 26 closed out, a net change of 0 holders.
  • The largest SPX Corp buyer in Q3 2017 was Rothschild & Co Asset Management US, an estimated $25.6M added.
  • The largest SPX Corp seller in Q3 2017 was Renaissance Technologies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.