We are live on ! Find out more
SXI icon

Standex International

157 hedge funds and large institutions have $828M invested in Standex International in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more capital invested

Capital invested by funds: $578M → $828M (+$250M)

15% more funds holding

Funds holding: 137157 (+20)

2.42% more ownership

Funds ownership: 84.67%87.09% (+2.4%)

13% less call options, than puts

Call options by funds: $938K | Put options by funds: $1.08M

25% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 59

Holders
157
Holders Change
+20
Holders Change %
+14.6%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
44
Reduced
59
Closed
11
Calls
$938K
Puts
$1.08M
Net Calls
-$142K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.4M -$53K -773 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.6M -$66.9K -975 -0.1%
BFA
3
BlackRock Fund Advisors
California
$48.4M -$5.55M -80,958 -11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$38.7M -$11M -159,694 -24%
WCM
5
Wedge Capital Management
North Carolina
$36.3M -$626K -9,124 -2%
CIP
6
Champlain Investment Partners
Vermont
$34.8M -$4.14M -60,405 -11%
Northern Trust
7
Northern Trust
Illinois
$29.7M -$432K -6,301 -2%
SAM
8
Silvercrest Asset Management
New York
$25.9M +$23.8M +347,310 New
BIT
9
BlackRock Institutional Trust
California
$25.5M -$950K -13,850 -4%
Allianz Asset Management
10
Allianz Asset Management
Germany
$25.2M -$1.16M -16,896 -5%
VNIM
11
Vaughan Nelson Investment Management
Texas
$23.5M +$21.6M +315,075 New
WC
12
Walthausen & Co
New York
$23.2M +$2.25M +32,870 +12%
RA
13
Royce & Associates
New York
$21.3M -$19.1M -277,926 -49%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$19.1M -$11.3M -164,151 -39%
State Street
15
State Street
Massachusetts
$18.5M -$372K -5,419 -2%
Ameriprise
16
Ameriprise
Minnesota
$17.5M +$141K +2,051 +0.9%
JP Morgan Chase
17
JP Morgan Chase
New York
$16.4M -$1.31M -19,170 -8%
NRECA
18
National Rural Electric Cooperative Association
Virginia
$16.4M
Norges Bank
19
Norges Bank
Norway
$16.3M +$7.5M +109,314 +100%
Bank of America
20
Bank of America
North Carolina
$16.1M -$404K -5,892 -3%
WIM
21
Wilen Investment Management
Florida
$14.8M -$1.18M -17,270 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$13.8M +$1.1M +16,088 +9%
CRCP
23
Copper Rock Capital Partners
Massachusetts
$12.6M -$2.41M -35,102 -17%
GAM
24
Gotham Asset Management
New York
$10.4M +$2.14M +31,143 +29%
Morgan Stanley
25
Morgan Stanley
New York
$8.04M +$4.73M +69,027 +177%

SXI Hedge Fund Activity: Q2 2014 in Review

157 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q2 2014, worth a combined $828M — up 43% from $578M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SXI positions and 11 closed out — a net gain of 20 holders — while 44 added to existing stakes and 59 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $23.8M. The largest seller was Royce & Associates, cutting an estimated $19.1M.

  • 157 institutional investors held Standex International (SXI) as of Q2 2014, up from 137 in Q1 2014.
  • Funds reported $828M of Standex International stock for Q2 2014, up 43% quarter-over-quarter.
  • 31 funds opened new Standex International positions in Q2 2014 and 11 closed out, a net change of +20 holders.
  • The largest Standex International buyer in Q2 2014 was Silvercrest Asset Management, an estimated $23.8M added.
  • The largest Standex International seller in Q2 2014 was Royce & Associates, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2014.