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Standex International
SXI

144 hedge funds and large institutions have $1.05B invested in Standex International in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

11% more capital invested

Capital invested by funds: $943M → $1.05B (+$108M)

0.26% more ownership

Funds ownership: 89.15% → 89.41% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 148 → 144 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
57
Reduced
45
Closed
16
Calls
$678K
Puts
–
Net Calls
+$678K
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$5.17M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.68M
4
SAM
Silvercrest Asset Management
New York
+$3.61M
5
CIM
Calvert Investment Management
Maryland
+$2.95M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$9.71M
2
Victory Capital Management
Victory Capital Management
Texas
-$4.36M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.85M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.81M
5
WIM
Wilen Investment Management
Florida
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Fund Management (CFM)
101
Capital Fund Management (CFM)
France
$325K +$306K +3,500 New
JMPWA
102
JP Morgan Private Wealth Advisors
California
$303K +$71.8K +820 +34%
CGH
103
Crossmark Global Holdings
Texas
$290K +$239K +2,735 New
MCM
104
McKinley Capital Management
Alaska
$281K +$265K +3,030 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$278K +$209K +2,388 +401%
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
$264K +$4.38K +50 +2%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$263K -$59.3K -678 -19%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$257K -$2.16M -24,711 -90%
AP
109
AHL Partners
United Kingdom
$251K +$236K +2,702 New
CAM
110
Congress Asset Management
Massachusetts
$248K +$234K +2,675 New
MSA
111
Mason Street Advisors
Wisconsin
$244K +$11.2K +128 +5%
MFIMFI
112
Mesirow Financial Investment Management - Fixed Income
Illinois
$220K -$103K -1,180 -33%
Brown Advisory
113
Brown Advisory
Maryland
$218K +$206K +2,350 New
TSS
114
Two Sigma Securities
New York
$200K +$189K +2,158 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$193K -$181K -2,068 -50%
SG Americas Securities
116
SG Americas Securities
New York
$186K +$176K +2,006 New
HNB
117
Huntington National Bank
Ohio
$179K – – –
BlackRock
118
BlackRock
New York
$170K +$9.54K +109 +6%
PI
119
PineBridge Investments
New York
$151K – – –
First Manhattan
120
First Manhattan
New York
$139K – – –
US Bancorp
121
US Bancorp
Minnesota
$126K +$10.1K +115 +9%
HDIM
122
Hanson & Doremus Investment Management
Vermont
$77K – – –
Creative Planning
123
Creative Planning
Kansas
$75K +$17.5K +200 +33%
PMAM
124
Picton Mahoney Asset Management
Ontario, Canada
$74K -$17.5K -200 -20%
Barclays
125
Barclays
United Kingdom
$71K +$65.3K +746 +2,664%
3 4
5
6 7

SXI Hedge Fund Activity: Q3 2016 in Review

144 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q3 2016, worth a combined $1.05B — up 11% from $943M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SXI and 12 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 57 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.17M. The largest seller was JP Morgan Chase, cutting an estimated $9.71M.

  • 144 institutional investors held Standex International (SXI) as of Q3 2016, down from 148 in Q2 2016.
  • Funds reported $1.05B of Standex International stock for Q3 2016, up 11% quarter-over-quarter.
  • 12 funds opened new Standex International positions in Q3 2016 and 16 closed out, a net change of -4 holders.
  • The largest Standex International buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $5.17M added.
  • The largest Standex International seller in Q3 2016 was JP Morgan Chase, an estimated $9.71M sold.

Based on aggregated 13F filings for Q3 2016.