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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
ASRS
76
Arizona State Retirement System
Arizona
$676K +$28.8K +500 +5%
BG
77
BlackRock Group
United Kingdom
$614K +$130K +2,260 +28%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$611K – – –
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$608K -$14.3K -247 -2%
CAM
80
Capstone Asset Management
Texas
$583K -$577 -10 -0.1%
AIG
81
American International Group
New York
$570K -$10.4K -181 -2%
Nomura Holdings
82
Nomura Holdings
Japan
$515K +$501K +8,682 New
BCM
83
Bridgeway Capital Management
Texas
$511K -$1.56M -27,000 -76%
ProShare Advisors
84
ProShare Advisors
Maryland
$495K -$18.9K -328 -4%
CIM
85
Calvert Investment Management
Maryland
$475K – – –
Barclays
86
Barclays
United Kingdom
$465K -$89.1K -1,545 -16%
RBA
87
Richard Bernstein Advisors
New York
$453K – – –
BA
88
BlackRock Advisors
Delaware
$448K -$1.5K -26 -0.3%
EMG
89
Ellington Management Group
Connecticut
$386K +$375K +6,500 New
BPIM
90
Brant Point Investment Management
New York
$362K -$1.17M -20,300 -77%
BC
91
Burney Company
Virginia
$361K -$27.4K -475 -7%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$356K +$346K +6,000 New
GT
93
Glenmede Trust
Pennsylvania
$346K – – –
PAM
94
Paradigm Asset Management
New York
$333K +$323K +5,600 New
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$315K -$63.5K -1,100 -17%
CONA
96
Capital One National Association
New York
$313K -$17K -295 -5%
UBS AM
97
UBS AM
Illinois
$309K – – –
CIC
98
Cornercap Investment Counsel
Georgia
$309K +$300K +5,200 New
HHC
99
Hutchin Hill Capital
New York
$309K +$300K +5,200 New
GMIM
100
General Motors Investment Management
New York
$306K – – –
2 3
4
5 6

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.