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Standex International

222 hedge funds and large institutions have $1.56B invested in Standex International in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $335K

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

6% more funds holding

Funds holding: 210222 (+12)

1.52% more ownership

Funds ownership: 89.2%90.72% (+1.5%)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$62.1M)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
74
Reduced
87
Closed
14
Calls
$1.3M
Puts
$335K
Net Calls
+$961K
Net Calls Change
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$17K -$149 -1 -0.9%
DJSG
202
D.J. St. Germain
Massachusetts
$15.7K
CCA
203
Column Capital Advisors
Indiana
$15.3K
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$10.9K
AAP
205
Arax Advisory Partners
Colorado
$10.6K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$7.29K
KFI
207
Key Financial Inc
Pennsylvania
$6.99K
SJIM
208
St. Johns Investment Management
Florida
$6.56K
PA
209
Parallel Advisors
California
$6.26K +$6.4K +43 New
EWA
210
EverSource Wealth Advisors
Alabama
$4.37K
JFGIW
211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.37K +$4.47K +30 New
CTC
212
Central Trust Company
Missouri
$4.23K
WTG
213
West Tower Group
Virginia
$3.79K +$3.87K +26 New
LFA
214
LGT Financial Advisors
Texas
$3.35K +$3.42K +23 New
UFF
215
USA Financial Formulas
Michigan
$3.06K +$447 +3 +17%
FFA
216
Farther Finance Advisors
California
$2.77K
S
217
SignatureFD
Georgia
$2.77K
CPG
218
Cornerstone Planning Group
New Jersey
$1.89K -$6.25K -42 -76%
BIA
219
Bell Investment Advisors
California
$1.75K +$1.19K +8 +200%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$1.17K -$298 -2 -20%
AF
221
Allworth Financial
California
$1.17K +$1.19K +8 New
ECM
222
Everence Capital Management
Indiana
$296
Wellington Management Group
223
Wellington Management Group
Massachusetts
-$3.58M -25,318 Closed
HI
224
Handelsinvest Investeringsforvaltning
Denmark
-$2.83M -20,000 Closed
GC
225
Guggenheim Capital
Illinois
-$1.12M -7,896 Closed

SXI Hedge Fund Activity: Q3 2023 in Review

222 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q3 2023, worth a combined $1.56B — up 4.1% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SXI positions and 14 closed out — a net gain of 12 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $37.7M. The largest seller was Royce & Associates, cutting an estimated $7.18M.

  • 222 institutional investors held Standex International (SXI) as of Q3 2023, up from 210 in Q2 2023.
  • Funds reported $1.56B of Standex International stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 26 funds opened new Standex International positions in Q3 2023 and 14 closed out, a net change of +12 holders.
  • The largest Standex International buyer in Q3 2023 was Neuberger Berman Group, an estimated $37.7M added.
  • The largest Standex International seller in Q3 2023 was Royce & Associates, an estimated $7.18M sold.

Based on aggregated 13F filings for Q3 2023.