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Standex International

142 hedge funds and large institutions have $1.02B invested in Standex International in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

10% more call options, than puts

Call options by funds: $880K | Put options by funds: $799K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.82% less ownership

Funds ownership: 90.38%88.56% (-1.8%)

3% less funds holding

Funds holding: 147142 (-5)

11% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$129M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
55
Reduced
45
Closed
13
Calls
$880K
Puts
$799K
Net Calls
+$81K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Versant Capital Management
Arizona
$50K -$1.18K -13 -2%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$43K -$6.26K -69 -13%
LIA
128
LS Investment Advisors
Michigan
$43K
IA
129
IFP Advisors
Florida
$42K -$635 -7 -1%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$38K +$13.5K +149 +54%
UBS Group
131
UBS Group
Switzerland
$36K -$55.4K -610 -60%
NFG
132
Next Financial Group
Texas
$30K
MA
133
MUFG Americas
New York
$19K -$7.26K -80 -28%
BL
134
Balentine LLC
Georgia
$18K
AG
135
Advisor Group
Arizona
$16K +$10.8K +119 +220%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$8K +$3.09K +34 +61%
GT
138
Glenmede Trust
Pennsylvania
$7K
GAM
139
Gemmer Asset Management
California
$3K
ASN
140
Advisory Services Network
Georgia
$2K -$817 -9 -30%
QI
141
QS Investors
New York
$1K
AIM
142
Acrospire Investment Management
Illinois
$1K +$1.45K +16 New
PI
143
Putnam Investments
Massachusetts
-$2.69M -26,858 Closed
Two Sigma Advisers
144
Two Sigma Advisers
New York
-$727K -7,263 Closed
MIAN
145
Mariner Independent Advisor Network
Kansas
-$507K -5,061 Closed
SGI
146
Summit Global Investments
Utah
-$471K -4,700 Closed
IR
147
Invictus RG
Bermuda
-$351K -3,509 Closed
JMPWA
148
JP Morgan Private Wealth Advisors
California
-$326K -3,260 Closed
N
149
Nuveen
North Carolina
-$325K -3,249 Closed
AP
150
AHL Partners
United Kingdom
-$265K -2,642 Closed

SXI Hedge Fund Activity: Q2 2017 in Review

142 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q2 2017, worth a combined $1.02B — down 11% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SXI and 10 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 55 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $25.8M.

  • 142 institutional investors held Standex International (SXI) as of Q2 2017, down from 147 in Q1 2017.
  • Funds reported $1.02B of Standex International stock for Q2 2017, down 11% quarter-over-quarter.
  • 10 funds opened new Standex International positions in Q2 2017 and 13 closed out, a net change of -3 holders.
  • The largest Standex International buyer in Q2 2017 was Janus Henderson Group, an estimated $26.2M added.
  • The largest Standex International seller in Q2 2017 was Fidelity Investments, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2017.