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Standex International
SXI

136 hedge funds and large institutions have $637M invested in Standex International in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $561M → $637M (+$76.3M)

8% more funds holding

Funds holding: 126 → 136 (+10)

0.82% more ownership

Funds ownership: 83.75% → 84.56% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
39
Reduced
56
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.5M
2
CIP
Champlain Investment Partners
Vermont
+$7.83M
3
Boston Partners
Boston Partners
Massachusetts
+$4.5M
4
BFA
BlackRock Fund Advisors
California
+$3.94M
5
Morgan Stanley
Morgan Stanley
New York
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$15M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$8.35M
3
RA
Royce & Associates
New York
-$7.2M
4
MCM
Munder Capital Management
Michigan
-$1.95M
5
Ameriprise
Ameriprise
Minnesota
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$5.44M +$2.85M +49,356 +117%
Boston Partners
27
Boston Partners
Massachusetts
$4.63M +$4.5M +77,960 New
AQR Capital Management
28
AQR Capital Management
Connecticut
$4.53M +$479K +8,306 +12%
Principal Financial Group
29
Principal Financial Group
Iowa
$4.36M +$111K +1,930 +3%
TA
30
Teton Advisors
New York
$4.34M -$404K -7,000 -9%
Prudential Financial
31
Prudential Financial
New Jersey
$4.02M +$282K +4,880 +8%
TCIM
32
TIAA CREF Investment Management
New York
$3.84M -$13.8K -240 -0.4%
Charles Schwab
33
Charles Schwab
California
$3.56M -$277K -4,794 -7%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$3.56M +$122K +2,108 +4%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$3.45M -$121K -2,100 -3%
PAM
36
Panagora Asset Management
Massachusetts
$3.29M -$226K -3,909 -7%
RFC
37
Russell Frank Company
Washington
$3.2M -$87.5K -1,516 -3%
Ameriprise
38
Ameriprise
Minnesota
$2.94M -$1.72M -29,810 -38%
BIM
39
BlackRock Investment Management
Delaware
$2.91M +$35.7K +618 +1%
PI
40
Putnam Investments
Massachusetts
$2.48M -$205K -3,553 -8%
Goldman Sachs
41
Goldman Sachs
New York
$2.42M -$146K -2,536 -6%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$2.33M – – –
GC
43
Guggenheim Capital
Illinois
$1.97M +$224K +3,890 +13%
TC
44
TFS Capital
Pennsylvania
$1.91M +$1.85M +32,131 New
PPA
45
Parametric Portfolio Associates
Washington
$1.84M -$11.7K -203 -0.6%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.81M +$363K +6,300 +26%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.78M – – –
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$1.63M -$1.06M -18,305 -40%
CIA
49
Choate Investment Advisors
Massachusetts
$1.62M -$11.5K -200 -0.7%
NPIT
50
National Penn Investors Trust
Pennsylvania
$1.55M -$288 -5 -0%
1
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3 4 5

SXI Hedge Fund Activity: Q3 2013 in Review

136 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q3 2013, worth a combined $637M — up 14% from $561M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SXI positions and 5 closed out — a net gain of 12 holders — while 39 added to existing stakes and 56 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $15M.

  • 136 institutional investors held Standex International (SXI) as of Q3 2013, up from 126 in Q2 2013.
  • Funds reported $637M of Standex International stock for Q3 2013, up 14% quarter-over-quarter.
  • 17 funds opened new Standex International positions in Q3 2013 and 5 closed out, a net change of +12 holders.
  • The largest Standex International buyer in Q3 2013 was Fidelity Investments, an estimated $15.5M added.
  • The largest Standex International seller in Q3 2013 was T. Rowe Price Associates, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2013.