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Standex International

210 hedge funds and large institutions have $1.5B invested in Standex International in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

66% more call options, than puts

Call options by funds: $141K | Put options by funds: $85K

14% more capital invested

Capital invested by funds: $1.31B → $1.5B (+$187M)

9% more funds holding

Funds holding: 192210 (+18)

0.68% less ownership

Funds ownership: 89.89%89.2% (-0.68%)

45% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
51
Reduced
92
Closed
19
Calls
$141K
Puts
$85K
Net Calls
+$56K
Net Calls Change
+$546K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
151
Fractal Investments
Connecticut
$321K
YIH
152
Y-Intercept (HK)
Hong Kong
$317K +$296K +2,239 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$316K +$46.3K +351 +19%
HF
154
HRT Financial
New York
$315K -$501K -3,793 -63%
HW
155
Hancock Whitney
Mississippi
$296K -$10.4K -79 -4%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$296K -$8.98K -68 -3%
BC
157
Burney Company
Virginia
$280K
Citadel Advisors
158
Citadel Advisors
Florida
$277K -$2.1M -15,900 -89%
ECM
159
Everence Capital Management
Indiana
$276K
KWM
160
Kingsview Wealth Management
Oregon
$271K +$253K +1,915 New
OAM
161
Oppenheimer Asset Management
New York
$244K -$162K -1,224 -41%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$238K +$396 +3 +0.2%
KBFS
163
Kohmann Bosshard Financial Services
Ohio
$236K
Creative Planning
164
Creative Planning
Kansas
$235K +$219K +1,659 New
Tudor Investment Corp
165
Tudor Investment Corp
Connecticut
$222K +$207K +1,569 New
HighTower Advisors
166
HighTower Advisors
Illinois
$220K +$206K +1,557 New
EGM
167
Engineers Gate Manager
New York
$218K +$204K +1,544 New
Mariner
168
Mariner
Kansas
$211K +$197K +1,494 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$210K -$64.4K -488 -25%
ACM
170
Aquatic Capital Management
Illinois
$170K +$158K +1,200 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$156K -$298K -2,258 -67%
AIP
172
Ameritas Investment Partners
Nebraska
$138K +$10.6K +80 +9%
BEI
173
Benjamin Edwards Inc
Missouri
$117K +$49K +371 +81%
KBC Group
174
KBC Group
Belgium
$107K -$46.2K -350 -32%
Lazard Asset Management
175
Lazard Asset Management
New York
$96K +$90.4K +685 New

SXI Hedge Fund Activity: Q2 2023 in Review

210 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q2 2023, worth a combined $1.5B — up 14% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SXI positions and 19 closed out — a net gain of 18 holders — while 51 added to existing stakes and 92 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $30.1M. The largest seller was Ameriprise, cutting an estimated $14.7M.

  • 210 institutional investors held Standex International (SXI) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $1.5B of Standex International stock for Q2 2023, up 14% quarter-over-quarter.
  • 37 funds opened new Standex International positions in Q2 2023 and 19 closed out, a net change of +18 holders.
  • The largest Standex International buyer in Q2 2023 was Neuberger Berman Group, an estimated $30.1M added.
  • The largest Standex International seller in Q2 2023 was Ameriprise, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2023.