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SPX Corp

203 hedge funds and large institutions have $1.33B invested in SPX Corp in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.23B → $1.33B (+$106M)

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

0.18% more ownership

Funds ownership: 88.39%88.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less funds holding

Funds holding: 204203 (-1)

61% less call options, than puts

Call options by funds: $2.16M | Put options by funds: $5.47M

Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
62
Reduced
57
Closed
29
Calls
$2.16M
Puts
$5.47M
Net Calls
-$3.31M
Net Calls Change
+$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$204M +$16M +470,558 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M -$1.22M -36,060 -0.8%
AACR
3
ACR Alpine Capital Research
Missouri
$79.2M -$9.02M -266,014 -11%
Invesco
4
Invesco
Georgia
$43.3M -$409K -12,057 -1%
RCAMU
5
Rothschild & Co Asset Management US
Connecticut
$41.4M -$11.3K -332 -0%
State Street
6
State Street
Massachusetts
$38.8M +$703K +20,711 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$35.8M +$26.7K +787 +0.1%
SC
8
Selz Capital
New York
$33.1M +$3.79M +111,854 +13%
CCM
9
Corsair Capital Management
New York
$29.5M -$1.45M -42,758 -5%
PCM
10
Peregrine Capital Management
Minnesota
$29.3M +$3.51M +103,522 +14%
OAM
11
Oppenheimer Asset Management
New York
$28.2M -$1.74M -51,281 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$27.4M +$15.3M +450,039 +135%
SBH
13
Segall Bryant & Hamill
Illinois
$26.6M -$6.51M -191,949 -20%
CRCP
14
Copper Rock Capital Partners
Massachusetts
$23.4M +$2.22M +65,489 +11%
AAMU
15
Amundi Asset Management US
Massachusetts
$22.3M -$2.13M -62,859 -9%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$21.8M -$2.63M -77,610 -11%
Federated Hermes
17
Federated Hermes
Pennsylvania
$20.2M +$8.37M +246,580 +75%
Northern Trust
18
Northern Trust
Illinois
$18.7M +$275K +8,107 +2%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$18.5M +$17.9M +526,607 New
OMC
20
Overbrook Management Corp
New York
$17.8M +$3.84M +113,309 +29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$16.8M -$165K -4,866 -1%
SBCM
22
Schwerin Boyle Capital Management
Massachusetts
$15.8M +$7.24M +213,275 +90%
Prudential Financial
23
Prudential Financial
New Jersey
$14.2M -$5.68M -167,300 -29%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$13.9M +$1.08M +31,848 +9%
Ameriprise
25
Ameriprise
Minnesota
$13.5M -$1.15M -33,952 -8%

SPXC Hedge Fund Activity: Q2 2018 in Review

203 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q2 2018, worth a combined $1.33B — up 8.6% from $1.23B a quarter earlier.

Fund positioning in SPXC was balanced in Q2 2018: 29 funds opened new positions, 29 closed out, 62 added to existing stakes and 57 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $17.9M. The largest seller was New Mountain Vantage Advisers, exiting entirely with an estimated $21.1M sold.

  • 203 institutional investors held SPX Corp (SPXC) as of Q2 2018, down from 204 in Q1 2018.
  • Funds reported $1.33B of SPX Corp stock for Q2 2018, up 8.6% quarter-over-quarter.
  • 29 funds opened new SPX Corp positions in Q2 2018 and 29 closed out, a net change of 0 holders.
  • The largest SPX Corp buyer in Q2 2018 was Cramer Rosenthal McGlynn, an estimated $17.9M added.
  • The largest SPX Corp seller in Q2 2018 was New Mountain Vantage Advisers, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2018.