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Standex International

137 hedge funds and large institutions have $578M invested in Standex International in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 83.7%84.67% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

4% less funds holding

Funds holding: 143137 (-6)

14% less capital invested

Capital invested by funds: $671M → $578M (-$93M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
49
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.8M +$2.15M +37,657 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.9M +$880K +15,421 +2%
BFA
3
BlackRock Fund Advisors
California
$39.2M +$171K +2,996 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.4M +$464K +8,135 +1%
RA
5
Royce & Associates
New York
$30.2M -$72.7K -1,274 -0.2%
CIP
6
Champlain Investment Partners
Vermont
$28.2M +$7.31M +128,095 +32%
WCM
7
Wedge Capital Management
North Carolina
$26.6M -$120K -2,094 -0.4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$22.6M +$4.06M +71,200 +20%
Northern Trust
9
Northern Trust
Illinois
$21.7M -$612K -10,727 -3%
BIT
10
BlackRock Institutional Trust
California
$19.1M +$554K +9,709 +3%
Allianz Asset Management
11
Allianz Asset Management
Germany
$19M +$664K +11,638 +3%
WC
12
Walthausen & Co
New York
$14.9M -$1.92M -33,580 -11%
State Street
13
State Street
Massachusetts
$13.6M +$52K +911 +0.4%
JP Morgan Chase
14
JP Morgan Chase
New York
$12.8M +$583K +10,207 +4%
Ameriprise
15
Ameriprise
Minnesota
$12.5M +$10.2M +179,563 +337%
Bank of America
16
Bank of America
North Carolina
$11.9M -$184K -3,220 -1%
NRECA
17
National Rural Electric Cooperative Association
Virginia
$11.8M
WIM
18
Wilen Investment Management
Florida
$11.5M -$144K -2,530 -1%
CRCP
19
Copper Rock Capital Partners
Massachusetts
$10.9M +$516K +9,040 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.09M +$381K +6,674 +4%
MCM
21
Munder Capital Management
Michigan
$8.11M +$635K +11,126 +8%
Norges Bank
22
Norges Bank
Norway
$5.86M
GAM
23
Gotham Asset Management
New York
$5.81M +$2.37M +41,582 +62%
GI
24
GAMCO Investors
Connecticut
$5.77M -$491K -8,600 -7%
WSFS
25
Wilmington Savings Fund Society
Delaware
$5.38M -$62.9K -1,103 -1%

SXI Hedge Fund Activity: Q1 2014 in Review

137 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q1 2014, worth a combined $578M — down 14% from $671M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SXI and 8 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 49 added.

The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Boston Partners, exiting entirely with an estimated $9.79M sold.

  • 137 institutional investors held Standex International (SXI) as of Q1 2014, down from 143 in Q4 2013.
  • Funds reported $578M of Standex International stock for Q1 2014, down 14% quarter-over-quarter.
  • 8 funds opened new Standex International positions in Q1 2014 and 12 closed out, a net change of -4 holders.
  • The largest Standex International buyer in Q1 2014 was Ameriprise, an estimated $10.2M added.
  • The largest Standex International seller in Q1 2014 was Boston Partners, an estimated $9.79M sold.

Based on aggregated 13F filings for Q1 2014.