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Standex International

136 hedge funds and large institutions have $637M invested in Standex International in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $561M → $637M (+$76.3M)

8% more funds holding

Funds holding: 126136 (+10)

0.82% more ownership

Funds ownership: 83.75%84.56% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
39
Reduced
56
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$51.2M +$760K +13,167 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.7M -$101K -1,749 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.7M +$15.5M +267,854 +53%
RA
4
Royce & Associates
New York
$42.6M -$7.2M -124,868 -15%
BFA
5
BlackRock Fund Advisors
California
$41.9M +$3.94M +68,239 +11%
WCM
6
Wedge Capital Management
North Carolina
$31.7M -$68.7K -1,191 -0.2%
Northern Trust
7
Northern Trust
Illinois
$23.8M -$372K -6,450 -2%
WC
8
Walthausen & Co
New York
$22.8M +$2.67M +46,280 +14%
BIT
9
BlackRock Institutional Trust
California
$20.9M -$555K -9,618 -3%
Allianz Asset Management
10
Allianz Asset Management
Germany
$19.6M +$1.58M +27,325 +9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$19.3M +$2.47M +42,784 +15%
State Street
12
State Street
Massachusetts
$15.2M +$240K +4,168 +2%
WIM
13
Wilen Investment Management
Florida
$14.2M -$793K -13,740 -5%
CIP
14
Champlain Investment Partners
Vermont
$14.2M +$7.83M +135,810 +132%
JP Morgan Chase
15
JP Morgan Chase
New York
$13.3M +$883K +15,301 +7%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$13.3M -$15M -260,830 -54%
Bank of America
17
Bank of America
North Carolina
$13.3M -$583K -10,112 -4%
NRECA
18
National Rural Electric Cooperative Association
Virginia
$13M
CRCP
19
Copper Rock Capital Partners
Massachusetts
$11.3M -$302K -5,236 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.4M +$441K +7,650 +5%
MCM
21
Munder Capital Management
Michigan
$8.85M -$1.95M -33,726 -18%
GI
22
GAMCO Investors
Connecticut
$8.06M -$462K -8,000 -6%
GF
23
Gabelli Funds
New York
$6.86M -$86.5K -1,500 -1%
WSFS
24
Wilmington Savings Fund Society
Delaware
$6.03M +$26.5K +460 +0.5%
Norges Bank
25
Norges Bank
Norway
$5.98M

SXI Hedge Fund Activity: Q3 2013 in Review

136 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q3 2013, worth a combined $637M — up 14% from $561M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SXI positions and 5 closed out — a net gain of 12 holders — while 39 added to existing stakes and 56 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $15M.

  • 136 institutional investors held Standex International (SXI) as of Q3 2013, up from 126 in Q2 2013.
  • Funds reported $637M of Standex International stock for Q3 2013, up 14% quarter-over-quarter.
  • 17 funds opened new Standex International positions in Q3 2013 and 5 closed out, a net change of +12 holders.
  • The largest Standex International buyer in Q3 2013 was Fidelity Investments, an estimated $15.5M added.
  • The largest Standex International seller in Q3 2013 was T. Rowe Price Associates, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2013.