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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
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$616K -$108K -1,900 -14%
SAM
77
Shell Asset Management
Netherlands
$600K +$639K +11,195 New
BG
78
BlackRock Group
United Kingdom
$586K -$100K -1,758 -14%
SCA
79
Secor Capital Advisors
New York
$568K -$585K -10,255 -49%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$555K – – –
ZCM
81
Zebra Capital Management
Connecticut
$546K +$224K +3,925 +63%
AIG
82
American International Group
New York
$532K +$15.1K +265 +3%
PRCP
83
Pacific Ridge Capital Partners
Oregon
$531K – – –
Deutsche Bank
84
Deutsche Bank
Germany
$504K +$187K +3,278 +53%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$479K +$512K +8,963 New
ASRS
86
Arizona State Retirement System
Arizona
$470K -$74.2K -1,300 -13%
Nomura Holdings
87
Nomura Holdings
Japan
$467K +$267K +4,674 +117%
SO
88
STRS Ohio
Ohio
$455K – – –
BA
89
BlackRock Advisors
Delaware
$455K +$24.9K +436 +5%
RBA
90
Richard Bernstein Advisors
New York
$408K – – –
CS
91
Credit Suisse
Switzerland
$330K -$644K -11,279 -65%
BC
92
Burney Company
Virginia
$330K -$8.28K -145 -2%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$316K – – –
Citigroup
94
Citigroup
New York
$311K -$67.3K -1,180 -17%
OA
95
OFI Advisors
Pennsylvania
$296K +$51.7K +906 +20%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$284K +$4.57K +80 +2%
KeyBank National Association
97
KeyBank National Association
Ohio
$279K – – –
UBS AM
98
UBS AM
Illinois
$279K – – –
CONA
99
Capital One National Association
New York
$277K -$6.45K -113 -2%
GC
100
Guggenheim Capital
Illinois
$268K +$67.6K +1,185 +31%
2 3
4
5 6

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.