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SPX Corp

244 hedge funds and large institutions have $2.98B invested in SPX Corp in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $2.69B → $2.98B (+$285M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

0% more funds holding

Funds holding: 243244 (+1)

0.33% less ownership

Funds ownership: 93.32%92.98% (-0.33%)

22% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.52M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
80
Reduced
78
Closed
27
Calls
$1.19M
Puts
$1.52M
Net Calls
-$330K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$532M +$6.53M +92,143 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M +$4.86M +68,593 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$283M -$17.9M -252,081 -6%
EARNEST Partners
4
EARNEST Partners
Georgia
$154M -$651K -9,177 -0.4%
State Street
5
State Street
Massachusetts
$118M +$1.45M +20,510 +1%
Ameriprise
6
Ameriprise
Minnesota
$98.2M -$20.2M -285,193 -17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$84.6M +$534K +7,539 +0.6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$73.5M -$3.06M -43,112 -4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$72.6M +$55M +776,129 +308%
GKIM
10
GW&K Investment Management
Massachusetts
$72.5M +$8.6M +121,365 +13%
SBH
11
Segall Bryant & Hamill
Illinois
$66.2M -$1.05M -14,784 -2%
CCM
12
Channing Capital Management
Illinois
$65.8M -$8.99M -126,825 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$60M +$2.7M +38,065 +5%
Goldman Sachs
14
Goldman Sachs
New York
$45.7M +$7.35M +103,625 +19%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$45.4M -$2.21M -31,104 -5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$42.9M +$962K +13,562 +2%
N
17
Nuveen
North Carolina
$42.4M -$1.35M -19,091 -3%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$37M +$1.52M +21,475 +4%
Northern Trust
19
Northern Trust
Illinois
$36.7M -$379K -5,350 -1%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$35.9M -$6.25M -88,150 -15%
Norges Bank
21
Norges Bank
Norway
$32.2M +$1.47M +20,754 +5%
Morgan Stanley
22
Morgan Stanley
New York
$30.8M +$1.7M +23,986 +6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$30.7M -$4.85M -68,413 -14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$30.3M -$1.44M -20,285 -5%
Charles Schwab
25
Charles Schwab
California
$30M -$67.4K -950 -0.2%

SPXC Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SPX Corp (SPXC) for Q1 2023, worth a combined $2.98B — up 11% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SPXC positions and 27 closed out — a net gain of 2 holders — while 80 added to existing stakes and 78 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $55M. The largest seller was Brown Advisory, cutting an estimated $22.9M.

  • 244 institutional investors held SPX Corp (SPXC) as of Q1 2023, up from 243 in Q4 2022.
  • Funds reported $2.98B of SPX Corp stock for Q1 2023, up 11% quarter-over-quarter.
  • 29 funds opened new SPX Corp positions in Q1 2023 and 27 closed out, a net change of +2 holders.
  • The largest SPX Corp buyer in Q1 2023 was Neuberger Berman Group, an estimated $55M added.
  • The largest SPX Corp seller in Q1 2023 was Brown Advisory, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.