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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
OCM
51
Olstein Capital Management
New York
$1.39M +$685K +12,000 +86%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.38M -$308K -5,400 -17%
NPIT
53
National Penn Investors Trust
Pennsylvania
$1.3M -$129K -2,264 -9%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$1.3M -$38.4K -672 -3%
Two Sigma Investments
55
Two Sigma Investments
New York
$1.29M +$636K +11,150 +87%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.24M +$5.71K +100 +0.4%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.2M – – –
VOYA Investment Management
58
VOYA Investment Management
Georgia
$1.18M – – –
First Trust Advisors
59
First Trust Advisors
Illinois
$1.13M +$399K +6,996 +50%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.12M +$642K +11,244 +116%
CIC
61
Cornercap Investment Counsel
Georgia
$1.09M +$275K +4,815 +31%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.04M -$30.2K -530 -3%
TA
63
Teachers Advisors
New York
$1.01M +$39.9K +700 +4%
NFA
64
Nationwide Fund Advisors
Ohio
$895K -$57 -1 -0%
PCM
65
Piermont Capital Management
Missouri
$877K +$934K +16,364 New
Citadel Advisors
66
Citadel Advisors
Florida
$874K +$729K +12,768 +360%
Wells Fargo
67
Wells Fargo
California
$840K +$25.7K +450 +3%
Swiss National Bank
68
Swiss National Bank
Switzerland
$836K +$183K +3,200 +26%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$775K – – –
ProShare Advisors
70
ProShare Advisors
Maryland
$704K +$750K +13,136 New
TPSF
71
Texas Permanent School Fund
Texas
$690K -$31.6K -554 -4%
Comerica Bank
72
Comerica Bank
Texas
$683K -$25.1K -440 -3%
RFC
73
Russell Frank Company
Washington
$637K – – –
Millennium Management
74
Millennium Management
New York
$634K -$14K -245 -2%
BMCMI
75
Bryn Mawr Capital Management Inc
Pennsylvania
$627K +$358K +6,274 +116%
1 2
3
4 5

SXI Hedge Fund Activity: Q1 2014 in Review

137 of the 3,463 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.