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SPX Corp

220 hedge funds and large institutions have $1.34B invested in SPX Corp in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $1.6M

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $1.08B → $1.34B (+$262M)

12% more funds holding

Funds holding: 197220 (+23)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

2.11% less ownership

Funds ownership: 90.14%88.03% (-2.1%)

Holders
220
Holders Change
+23
Holders Change %
+11.68%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
63
Reduced
61
Closed
23
Calls
$5.96M
Puts
$1.6M
Net Calls
+$4.36M
Net Calls Change
+$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$218M +$2.74M +84,363 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M -$2.88M -88,785 -2%
AACR
3
ACR Alpine Capital Research
Missouri
$67M -$5M -153,742 -7%
Invesco
4
Invesco
Georgia
$43.9M -$1.03M -31,551 -2%
State Street
5
State Street
Massachusetts
$42.4M +$1.01M +31,094 +3%
CCM
6
Channing Capital Management
Illinois
$42.2M +$15.8M +485,368 +67%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$40.2M +$1.8M +55,361 +5%
AAMU
8
Amundi Asset Management US
Massachusetts
$32.3M +$2.45M +75,513 +9%
RCAMU
9
Rothschild & Co Asset Management US
Connecticut
$31.5M -$142K -4,377 -0.5%
PCM
10
Peregrine Capital Management
Minnesota
$26.2M -$3.28M -100,848 -12%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$25.9M +$195K +6,000 +0.8%
SC
12
Selz Capital
New York
$25M -$7.56M -232,556 -24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$23.7M -$5.49M -168,870 -20%
Lazard Asset Management
14
Lazard Asset Management
New York
$21.9M -$5.44M -167,570 -21%
Wells Fargo
15
Wells Fargo
California
$21.1M +$533K +16,417 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.8M +$1.07M +32,950 +6%
SBH
17
Segall Bryant & Hamill
Illinois
$20.2M -$2.7M -83,197 -13%
CCM
18
Corsair Capital Management
New York
$20M -$1.53M -46,945 -8%
Northern Trust
19
Northern Trust
Illinois
$19.1M +$203K +6,258 +1%
OMC
20
Overbrook Management Corp
New York
$18.1M +$2.66M +81,747 +19%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$17.3M +$1.06M +32,545 +7%
Federated Hermes
22
Federated Hermes
Pennsylvania
$15.8M -$4.78M -147,039 -24%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$15.7M -$3.79M -116,712 -20%
SBCM
24
Schwerin Boyle Capital Management
Massachusetts
$15.3M
AA
25
Ancora Advisors
Ohio
$15M -$4.2M -129,380 -31%

SPXC Hedge Fund Activity: Q1 2019 in Review

220 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q1 2019, worth a combined $1.34B — up 24% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SPXC positions and 23 closed out — a net gain of 24 holders — while 63 added to existing stakes and 61 trimmed.

The largest buyer was Channing Capital Management, adding an estimated $15.8M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $18.5M sold.

  • 220 institutional investors held SPX Corp (SPXC) as of Q1 2019, up from 197 in Q4 2018.
  • Funds reported $1.34B of SPX Corp stock for Q1 2019, up 24% quarter-over-quarter.
  • 47 funds opened new SPX Corp positions in Q1 2019 and 23 closed out, a net change of +24 holders.
  • The largest SPX Corp buyer in Q1 2019 was Channing Capital Management, an estimated $15.8M added.
  • The largest SPX Corp seller in Q1 2019 was Copper Rock Capital Partners, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.