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Standex International
SXI

137 hedge funds and large institutions have $578M invested in Standex International in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 83.7% → 84.67% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

4% less funds holding

Funds holding: 143 → 137 (-6)

14% less capital invested

Capital invested by funds: $671M → $578M (-$93M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
49
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.2M
2
CIP
Champlain Investment Partners
Vermont
+$7.31M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.06M
4
GAM
Gotham Asset Management
New York
+$2.37M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$9.79M
2
Morgan Stanley
Morgan Stanley
New York
-$3.73M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.44M
4
JIR
James Investment Research
Ohio
-$2M
5
WC
Walthausen & Co
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$4.88M -$742K -13,000 -13%
Prudential Financial
27
Prudential Financial
New Jersey
$4.87M +$268K +4,690 +5%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.36M +$158K +2,776 +4%
AQR Capital Management
29
AQR Capital Management
Connecticut
$4.21M +$177K +3,100 +4%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$3.81M +$81.9K +1,435 +2%
TCIM
31
TIAA CREF Investment Management
New York
$3.34M -$37.1K -650 -1%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$3.24M – – –
Charles Schwab
33
Charles Schwab
California
$3.09M +$49K +859 +2%
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$2.91M -$68.5K -1,200 -2%
BIM
35
BlackRock Investment Management
Delaware
$2.61M +$41.9K +735 +2%
CIA
36
Choate Investment Advisors
Massachusetts
$2.25M -$45.7K -800 -2%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$2.24M -$1.68M -29,473 -41%
Morgan Stanley
38
Morgan Stanley
New York
$2.08M -$3.73M -65,444 -63%
PI
39
Putnam Investments
Massachusetts
$2.08M -$137K -2,399 -6%
MFIMFI
40
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.05M +$10.5K +184 +0.5%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$2.04M +$26.8K +470 +1%
TA
42
Teton Advisors
New York
$2.04M -$1.37M -24,000 -39%
PAM
43
Panagora Asset Management
Massachusetts
$1.93M -$518K -9,085 -20%
TC
44
TFS Capital
Pennsylvania
$1.81M -$57.1K -1,001 -3%
MAM
45
Martingale Asset Management
Massachusetts
$1.78M +$303K +5,301 +19%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.61M – – –
Goldman Sachs
47
Goldman Sachs
New York
$1.6M -$1.35M -23,574 -44%
Invesco
48
Invesco
Georgia
$1.51M +$136K +2,382 +9%
PPA
49
Parametric Portfolio Associates
Washington
$1.45M -$82.5K -1,445 -5%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.44M +$447K +7,829 +43%
1
2
3 4 5

SXI Hedge Fund Activity: Q1 2014 in Review

137 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q1 2014, worth a combined $578M — down 14% from $671M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SXI and 8 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 49 added.

The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Boston Partners, exiting entirely with an estimated $9.79M sold.

  • 137 institutional investors held Standex International (SXI) as of Q1 2014, down from 143 in Q4 2013.
  • Funds reported $578M of Standex International stock for Q1 2014, down 14% quarter-over-quarter.
  • 8 funds opened new Standex International positions in Q1 2014 and 12 closed out, a net change of -4 holders.
  • The largest Standex International buyer in Q1 2014 was Ameriprise, an estimated $10.2M added.
  • The largest Standex International seller in Q1 2014 was Boston Partners, an estimated $9.79M sold.

Based on aggregated 13F filings for Q1 2014.