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SPX Corp

224 hedge funds and large institutions have $1.58B invested in SPX Corp in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $1.46B → $1.58B (+$115M)

6% more funds holding

Funds holding: 211224 (+13)

1.22% more ownership

Funds ownership: 88.28%89.49% (+1.2%)

25% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 80

59% less call options, than puts

Call options by funds: $188K | Put options by funds: $456K

Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
34
Increased
60
Reduced
80
Closed
19
Calls
$188K
Puts
$456K
Net Calls
-$268K
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$256M -$1.17M -31,761 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M +$2.66M +72,122 +2%
Ameriprise
3
Ameriprise
Minnesota
$64.2M +$44.3M +1,198,604 +296%
State Street
4
State Street
Massachusetts
$50.7M -$178K -4,813 -0.4%
CCM
5
Channing Capital Management
Illinois
$47.5M -$2.46M -66,635 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$46.3M -$421K -11,405 -1%
Wells Fargo
7
Wells Fargo
California
$41.9M -$1.99M -53,865 -5%
Invesco
8
Invesco
Georgia
$38.3M -$9.36M -253,503 -21%
AAMU
9
Amundi Asset Management US
Massachusetts
$36.7M -$4.41M -119,419 -12%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$36M -$666K -18,023 -2%
AACR
11
ACR Alpine Capital Research
Missouri
$35.7M -$24.1M -652,746 -42%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$34.1M +$30.5M +826,767 +3,106%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$34.1M -$273K -7,400 -0.9%
PCM
14
Peregrine Capital Management
Minnesota
$30M -$4.45M -120,395 -14%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$28.8M -$242K -6,560 -0.9%
SC
16
Selz Capital
New York
$28.7M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$27.7M +$25.6M +691,997 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.5M -$805K -21,780 -4%
Northern Trust
19
Northern Trust
Illinois
$23.3M +$947K +25,623 +5%
SBH
20
Segall Bryant & Hamill
Illinois
$22.8M -$1.04M -28,019 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$22.3M +$639K +17,286 +3%
CCM
22
Corsair Capital Management
New York
$19.8M -$1.15M -31,148 -6%
N
23
Nuveen
North Carolina
$18M +$1.63M +43,997 +11%
Norges Bank
24
Norges Bank
Norway
$17.7M +$440K +11,900 +3%
SBCM
25
Schwerin Boyle Capital Management
Massachusetts
$17.2M -$83.1K -2,250 -0.5%

SPXC Hedge Fund Activity: Q3 2019 in Review

224 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q3 2019, worth a combined $1.58B — up 7.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SPXC positions and 19 closed out — a net gain of 15 holders — while 60 added to existing stakes and 80 trimmed.

The largest buyer was Ameriprise, adding an estimated $44.3M. The largest seller was ACR Alpine Capital Research, cutting an estimated $24.1M.

  • 224 institutional investors held SPX Corp (SPXC) as of Q3 2019, up from 211 in Q2 2019.
  • Funds reported $1.58B of SPX Corp stock for Q3 2019, up 7.9% quarter-over-quarter.
  • 34 funds opened new SPX Corp positions in Q3 2019 and 19 closed out, a net change of +15 holders.
  • The largest SPX Corp buyer in Q3 2019 was Ameriprise, an estimated $44.3M added.
  • The largest SPX Corp seller in Q3 2019 was ACR Alpine Capital Research, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2019.