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SPX Corp

236 hedge funds and large institutions have $2.49B invested in SPX Corp in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

38% more call options, than puts

Call options by funds: $58.9M | Put options by funds: $42.7M

12% more capital invested

Capital invested by funds: $2.23B → $2.49B (+$258M)

6% more funds holding

Funds holding: 222236 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 91.94%91.85% (-0.08%)

19% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 86

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
70
Reduced
86
Closed
16
Calls
$58.9M
Puts
$42.7M
Net Calls
+$16.2M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$408M +$12M +198,537 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$283M -$1.17M -19,240 -0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$263M +$4.73M +78,062 +2%
Ameriprise
4
Ameriprise
Minnesota
$107M +$14M +230,674 +15%
State Street
5
State Street
Massachusetts
$92.4M +$2.57M +42,505 +3%
CCM
6
Channing Capital Management
Illinois
$74.2M +$6.8M +112,331 +10%
SBH
7
Segall Bryant & Hamill
Illinois
$69.2M +$1.54M +25,353 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$66.5M -$572K -9,439 -0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$64.8M +$1M +16,573 +2%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$47.4M +$7.97M +131,596 +20%
GKIM
11
GW&K Investment Management
Massachusetts
$46.6M +$4.26M +70,307 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$44.2M +$1.97M +32,506 +5%
N
13
Nuveen
North Carolina
$43.9M +$7.02M +115,860 +19%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$42.1M +$277K +4,571 +0.7%
Amundi
15
Amundi
France
$39.8M -$3.28M -54,182 -8%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$37.7M +$2.96M +48,827 +8%
Brown Advisory
17
Brown Advisory
Maryland
$37.3M +$1.31M +21,674 +4%
Invesco
18
Invesco
Georgia
$36M -$4.47M -73,782 -11%
VNIM
19
Vaughan Nelson Investment Management
Texas
$32.2M -$16.6M -273,905 -34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.6M -$398K -6,569 -1%
Northern Trust
21
Northern Trust
Illinois
$31.2M -$627K -10,350 -2%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$27.5M +$27.9M +461,137 New
Norges Bank
23
Norges Bank
Norway
$25.7M -$5.15M -85,093 -16%
Charles Schwab
24
Charles Schwab
California
$24.1M -$975K -16,100 -4%
SAM
25
Silvercrest Asset Management
New York
$22.9M -$16.5K -273 -0.1%

SPXC Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q4 2021, worth a combined $2.49B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPXC positions and 16 closed out — a net gain of 16 holders — while 70 added to existing stakes and 86 trimmed.

The largest buyer was Ameriprise, adding an estimated $14M. The largest seller was Wells Fargo, cutting an estimated $28.4M.

  • 236 institutional investors held SPX Corp (SPXC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.49B of SPX Corp stock for Q4 2021, up 12% quarter-over-quarter.
  • 32 funds opened new SPX Corp positions in Q4 2021 and 16 closed out, a net change of +16 holders.
  • The largest SPX Corp buyer in Q4 2021 was Ameriprise, an estimated $14M added.
  • The largest SPX Corp seller in Q4 2021 was Wells Fargo, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2021.