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Standex International
SXI

143 hedge funds and large institutions have $671M invested in Standex International in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $637M → $671M (+$34.2M)

5% more funds holding

Funds holding: 136 → 143 (+7)

0.86% less ownership

Funds ownership: 84.56% → 83.7% (-0.86%)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
49
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$9.73M
2
Boston Partners
Boston Partners
Massachusetts
+$4.71M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$4.32M
4
GAM
Gotham Asset Management
New York
+$4.05M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$9.89M
2
RA
Royce & Associates
New York
-$9.13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.96M
4
WC
Walthausen & Co
New York
-$4.36M
5
RFC
Russell Frank Company
Washington
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
126
First Manhattan
New York
$94K – – –
Creative Planning
127
Creative Planning
Kansas
$88K – – –
Barclays
128
Barclays
United Kingdom
$85K -$394K -6,502 -82%
TRCT
129
Tower Research Capital (TRC)
New York
$79K -$16.5K -272 -18%
Canada Life
130
Canada Life
Manitoba, Canada
$50K +$47.7K +786 New
US Bancorp
131
US Bancorp
Minnesota
$49K +$24.3K +400 +107%
U
132
UBS
Switzerland
$43K -$197K -3,250 -83%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$30K -$76K -1,253 -72%
Federated Hermes
134
Federated Hermes
Pennsylvania
$28K -$5.64K -93 -17%
BlackRock
135
BlackRock
New York
$26K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$19K – – –
Lazard Asset Management
137
Lazard Asset Management
New York
$14K – – –
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$10.3K -$202K -3,333 -95%
CEMP
139
Compass Efficient Model Portfolios
Tennessee
$7K – – –
MFS
140
MSI Financial Services
Massachusetts
$5K -$4.85K -80 -50%
DA
141
Denali Advisors
California
$1K – – –
SNT
142
Security National Trust
West Virginia
$1K – – –
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$621 +$59.7K +984 +11%
BCM
144
Bridgeway Capital Management
Texas
– -$511K -8,600 Closed
ProShare Advisors
145
ProShare Advisors
Maryland
– -$495K -8,333 Closed
CIM
146
Calvert Investment Management
Maryland
– -$475K -8,003 Closed
EMG
147
Ellington Management Group
Connecticut
– -$386K -6,500 Closed
BPIM
148
Brant Point Investment Management
New York
– -$362K -6,100 Closed
PAM
149
Paradigm Asset Management
New York
– -$333K -5,600 Closed
HHC
150
Hutchin Hill Capital
New York
– -$309K -5,200 Closed
3 4 5
6
7

SXI Hedge Fund Activity: Q4 2013 in Review

143 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2013, worth a combined $671M — up 5.4% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SXI positions and 10 closed out — a net gain of 7 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $9.73M. The largest seller was T. Rowe Price Associates, cutting an estimated $9.89M.

  • 143 institutional investors held Standex International (SXI) as of Q4 2013, up from 136 in Q3 2013.
  • Funds reported $671M of Standex International stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 17 funds opened new Standex International positions in Q4 2013 and 10 closed out, a net change of +7 holders.
  • The largest Standex International buyer in Q4 2013 was Champlain Investment Partners, an estimated $9.73M added.
  • The largest Standex International seller in Q4 2013 was T. Rowe Price Associates, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2013.