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Standex International
SXI

222 hedge funds and large institutions have $1.72B invested in Standex International in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $95K

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $1.56B → $1.72B (+$158M)

0.62% more ownership

Funds ownership: 90.72% → 91.34% (+0.62%)

0% more funds holding

Funds holding: 222 → 222 (0)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
68
Reduced
86
Closed
26
Calls
$1.41M
Puts
$95K
Net Calls
+$1.31M
Net Calls Change
+$354K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.4M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$13.2M
3
SAM
Silvercrest Asset Management
New York
+$7.02M
4
BlackRock
BlackRock
New York
+$5.73M
5
Cerity Partners
Cerity Partners
New York
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.15M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$5.34M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
151
Everence Capital Management
Indiana
$322K – – –
BC
152
Burney Company
Virginia
$314K – – –
HighTower Advisors
153
HighTower Advisors
Illinois
$311K +$41.7K +290 +17%
Creative Planning
154
Creative Planning
Kansas
$308K -$21K -146 -7%
DAC
155
Dividend Assets Capital
South Carolina
$297K -$59K -410 -18%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$291K +$18.1K +126 +7%
Millennium Management
157
Millennium Management
New York
$290K -$1.18M -8,198 -82%
AWM
158
AE Wealth Management
Kansas
$282K +$49.7K +345 +22%
Walleye Capital
159
Walleye Capital
New York
$278K +$252K +1,753 New
LPL Financial
160
LPL Financial
California
$265K -$7.2K -50 -3%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$265K -$721K -5,008 -75%
KBFS
162
Kohmann Bosshard Financial Services
Ohio
$264K – – –
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$245K +$15K +104 +7%
Mariner
164
Mariner
Kansas
$235K -$8.64K -60 -4%
Corient Private Wealth
165
Corient Private Wealth
Florida
$232K +$210K +1,462 New
OAM
166
Oppenheimer Asset Management
New York
$229K -$864 -6 -0.4%
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$225K +$204K +1,419 New
VPIM
168
Vanguard Personalized Indexing Management
California
$217K -$2.73K -19 -1%
BEI
169
Benjamin Edwards Inc
Missouri
$216K +$20.9K +145 +12%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$203K +$185K +1,282 New
SI
171
Seeds Investor
New York
$203K +$184K +1,280 New
AIP
172
Ameritas Investment Partners
Nebraska
$186K – – –
Fidelity Investments
173
Fidelity Investments
Massachusetts
$185K +$5.33K +37 +3%
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$108K – – –
US Bancorp
175
US Bancorp
Minnesota
$103K – – –
5 6
7
8 9

SXI Hedge Fund Activity: Q4 2023 in Review

222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2023, worth a combined $1.72B — up 10% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SXI positions and 26 closed out — a net gain of 4 holders — while 68 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $13.4M sold.

  • 222 institutional investors held Standex International (SXI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $1.72B of Standex International stock for Q4 2023, up 10% quarter-over-quarter.
  • 30 funds opened new Standex International positions in Q4 2023 and 26 closed out, a net change of +4 holders.
  • The largest Standex International buyer in Q4 2023 was Morgan Stanley, an estimated $22.4M added.
  • The largest Standex International seller in Q4 2023 was Schroder Investment Management Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2023.