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Standex International

164 hedge funds and large institutions have $1.15B invested in Standex International in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 45

12% more funds holding

Funds holding: 147164 (+17)

0.53% more ownership

Funds ownership: 87.92%88.45% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.1M)

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
66
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$14K -$39.5K -383 -73%
SWA
152
Sutton Wealth Advisors
Florida
$9.47K -$5.36K -52 -36%
APA
153
American Portfolios Advisors
New York
$4.79K +$4.85K +47 New
RWA
154
Ropes Wealth Advisors
Massachusetts
$4K
ST
155
Smithfield Trust
Pennsylvania
$4K +$3.61K +35 New
LFA
156
Legacy Financial Advisors
Kentucky
$4K +$4.85K +47 New
GAM
157
Gemmer Asset Management
California
$3K
GT
158
Glenmede Trust
Pennsylvania
$3K
ASN
159
Advisory Services Network
Georgia
$3K +$619 +6 +29%
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.27K +22 +440%
SPI
161
Santori & Peters Inc
Pennsylvania
$3K +$4.02K +39 New
QI
162
QS Investors
New York
$1K
PCP
163
P2 Capital Partners
New York
-$1.66M -15,610 Closed
NFA
164
Nationwide Fund Advisors
Ohio
-$768K -7,227 Closed
KeyBank National Association
165
KeyBank National Association
Ohio
-$637K -6,000 Closed
Cerity Partners
166
Cerity Partners
New York
-$226K -2,129 Closed
JG
167
Jefferies Group
New York
-$212K -2,000 Closed
N
168
Natixis
France
-$210K -1,982 Closed
SG Americas Securities
169
SG Americas Securities
New York
-$199K -1,871 Closed
TRCT
170
Tower Research Capital (TRC)
New York
-$165K -1,557 Closed
NFG
171
Next Financial Group
Texas
-$34K -328 Closed
AssetMark Inc
172
AssetMark Inc
California
+$413 +4 New

SXI Hedge Fund Activity: Q4 2017 in Review

164 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2017, worth a combined $1.15B — down 3.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SXI positions and 9 closed out — a net gain of 18 holders — while 66 added to existing stakes and 45 trimmed.

The largest buyer was Millennium Management, adding an estimated $18.1M. The largest seller was Victory Capital Management, cutting an estimated $24.4M.

  • 164 institutional investors held Standex International (SXI) as of Q4 2017, up from 147 in Q3 2017.
  • Funds reported $1.15B of Standex International stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 27 funds opened new Standex International positions in Q4 2017 and 9 closed out, a net change of +18 holders.
  • The largest Standex International buyer in Q4 2017 was Millennium Management, an estimated $18.1M added.
  • The largest Standex International seller in Q4 2017 was Victory Capital Management, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2017.