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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
JIR
51
James Investment Research
Ohio
$1.49M +$120K +2,080 +9%
Invesco
52
Invesco
Georgia
$1.41M +$19.8K +343 +1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.35M +$38.1K +661 +3%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.35M -$8.35M -144,717 -86%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.3M – – –
Public Employees Retirement Association of Colorado
56
Public Employees Retirement Association of Colorado
Colorado
$1.28M – – –
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.25M -$14.5K -251 -1%
Deutsche Bank
58
Deutsche Bank
Germany
$1.21M +$522K +9,056 +80%
MAM
59
Martingale Asset Management
Massachusetts
$1.18M +$577K +10,009 +102%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$1.06M +$265K +4,600 +35%
TA
61
Teachers Advisors
New York
$1.04M +$24.4K +423 +2%
NFA
62
Nationwide Fund Advisors
Ohio
$1.01M +$22.4K +388 +2%
Millennium Management
63
Millennium Management
New York
$908K +$882K +15,284 New
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$859K – – –
OCM
65
Olstein Capital Management
New York
$832K -$57.7K -1,000 -7%
Comerica Bank
66
Comerica Bank
Texas
$806K +$13.8K +240 +2%
TPSF
67
Texas Permanent School Fund
Texas
$799K -$46K -797 -6%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$796K +$773K +13,400 New
CAM
69
ClariVest Asset Management
California
$789K -$299K -5,180 -28%
SO
70
STRS Ohio
Ohio
$778K -$57.7K -1,000 -7%
CS
71
Credit Suisse
Switzerland
$770K +$317K +5,497 +73%
Swiss National Bank
72
Swiss National Bank
Switzerland
$737K -$34.6K -600 -5%
Wells Fargo
73
Wells Fargo
California
$712K -$958K -16,605 -58%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$706K +$40K +693 +6%
GCP
75
GSA Capital Partners
United Kingdom
$678K +$5.65K +98 +0.9%
1 2
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.