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Standex International

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: 222222 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$14K +$12.4K +86 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$13K -$4.61K -32 -28%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$11.9K
TCWA
204
Turtle Creek Wealth Advisors
Texas
$10.6K +$9.64K +67 New
KFI
205
Key Financial Inc
Pennsylvania
$7.6K
SJIM
206
St. Johns Investment Management
Florida
$7.13K
GI
207
GAMMA Investing
California
$6.64K +$6.48K +45 New
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.75K
EWA
209
EverSource Wealth Advisors
Alabama
$4.75K
CTC
210
Central Trust Company
Missouri
$4.59K
LFA
211
LGT Financial Advisors
Texas
$3.64K
BF
212
BOK Financial
Oklahoma
$3.48K +$3.17K +22 New
S
213
SignatureFD
Georgia
$3.01K
BFPW
214
BOK Financial Private Wealth
Colorado
$2.85K +$2.59K +18 New
CPG
215
Cornerstone Planning Group
New Jersey
$2.06K
Federated Hermes
216
Federated Hermes
Pennsylvania
$1.9K +$1.73K +12 New
FFA
217
Farther Finance Advisors
California
$1.27K -$1.58K -11 -58%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.27K
BIA
219
Bell Investment Advisors
California
$634 -$1.15K -8 -67%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$317 -$6.91K -48 -96%
AWM
221
Abound Wealth Management
Tennessee
$317 +$288 +2 New
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
-$13.4M -91,739 Closed
EI
223
EAM Investors
California
-$2.86M -19,608 Closed
TI
224
Trexquant Investment
Connecticut
-$1.69M -11,597 Closed
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
-$925K -6,346 Closed

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.