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Standex International

143 hedge funds and large institutions have $671M invested in Standex International in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $637M → $671M (+$34.2M)

5% more funds holding

Funds holding: 136143 (+7)

0.86% less ownership

Funds ownership: 84.56%83.7% (-0.86%)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
49
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$53.8M -$436K -7,199 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$49.4M -$1.11M -18,362 -2%
BFA
3
BlackRock Fund Advisors
California
$45.8M +$1.42M +23,355 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.2M -$5.96M -98,279 -13%
RA
5
Royce & Associates
New York
$35.6M -$9.13M -150,532 -21%
WCM
6
Wedge Capital Management
North Carolina
$31.3M -$2.09M -34,495 -6%
Northern Trust
7
Northern Trust
Illinois
$26.1M +$844K +13,915 +3%
CIP
8
Champlain Investment Partners
Vermont
$25.1M +$9.73M +160,415 +67%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$22M +$1.49M +24,643 +8%
BIT
10
BlackRock Institutional Trust
California
$21.8M -$273K -4,506 -1%
Allianz Asset Management
11
Allianz Asset Management
Germany
$21.6M +$879K +14,500 +4%
WC
12
Walthausen & Co
New York
$19.6M -$4.36M -71,840 -19%
State Street
13
State Street
Massachusetts
$15.9M -$115K -1,891 -0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$14.4M +$303K +5,001 +2%
Bank of America
15
Bank of America
North Carolina
$14.2M +$160K +2,642 +1%
NRECA
16
National Rural Electric Cooperative Association
Virginia
$13.8M
WIM
17
Wilen Investment Management
Florida
$13.7M -$1.3M -21,439 -9%
CRCP
18
Copper Rock Capital Partners
Massachusetts
$12.3M +$285K +4,708 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$10.3M -$749K -12,357 -7%
Boston Partners
20
Boston Partners
Massachusetts
$9.79M +$4.71M +77,759 +100%
MCM
21
Munder Capital Management
Michigan
$8.82M -$524K -8,639 -6%
GI
22
GAMCO Investors
Connecticut
$7.31M -$1.18M -19,400 -14%
Norges Bank
23
Norges Bank
Norway
$6.87M +$521K +8,600 +9%
Morgan Stanley
24
Morgan Stanley
New York
$6.56M +$775K +12,776 +14%
GF
25
Gabelli Funds
New York
$6.54M -$697K -11,500 -10%

SXI Hedge Fund Activity: Q4 2013 in Review

143 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2013, worth a combined $671M — up 5.4% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SXI positions and 10 closed out — a net gain of 7 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $9.73M. The largest seller was T. Rowe Price Associates, cutting an estimated $9.89M.

  • 143 institutional investors held Standex International (SXI) as of Q4 2013, up from 136 in Q3 2013.
  • Funds reported $671M of Standex International stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 17 funds opened new Standex International positions in Q4 2013 and 10 closed out, a net change of +7 holders.
  • The largest Standex International buyer in Q4 2013 was Champlain Investment Partners, an estimated $9.73M added.
  • The largest Standex International seller in Q4 2013 was T. Rowe Price Associates, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2013.