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Standex International

151 hedge funds and large institutions have $852M invested in Standex International in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24,800% more call options, than puts

Call options by funds: $498K | Put options by funds: $2K

3% more capital invested

Capital invested by funds: $823M → $852M (+$28.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 87%86.53% (-0.47%)

4% less funds holding

Funds holding: 157151 (-6)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

Holders
151
Holders Change
-6
Holders Change %
-3.82%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
44
Reduced
61
Closed
17
Calls
$498K
Puts
$2K
Net Calls
+$496K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$72.1M +$439K +5,758 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$62.7M +$182K +2,385 +0.3%
BFA
3
BlackRock Fund Advisors
California
$54.4M +$5.29M +69,470 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$40.6M -$122K -1,600 -0.3%
CIP
5
Champlain Investment Partners
Vermont
$40.2M +$5.07M +66,545 +15%
VNIM
6
Vaughan Nelson Investment Management
Texas
$35.5M +$800K +10,500 +2%
WCM
7
Wedge Capital Management
North Carolina
$34.9M -$1.56M -20,453 -4%
Northern Trust
8
Northern Trust
Illinois
$30.3M -$152K -1,998 -0.5%
BIT
9
BlackRock Institutional Trust
California
$25.6M -$565K -7,420 -2%
SAM
10
Silvercrest Asset Management
New York
$24.7M -$2.51M -32,907 -9%
Goldman Sachs
11
Goldman Sachs
New York
$24.6M +$5.02M +65,863 +26%
CRCP
12
Copper Rock Capital Partners
Massachusetts
$20.8M +$1.48M +19,465 +8%
Allianz Asset Management
13
Allianz Asset Management
Germany
$19.1M -$7.44M -97,662 -28%
State Street
14
State Street
Massachusetts
$18.5M +$300K +3,931 +2%
WC
15
Walthausen & Co
New York
$18.4M -$1.37M -18,030 -7%
Bank of America
16
Bank of America
North Carolina
$17.2M +$523K +6,867 +3%
NRECA
17
National Rural Electric Cooperative Association
Virginia
$17M
Ameriprise
18
Ameriprise
Minnesota
$15.1M -$2.92M -38,320 -16%
WIM
19
Wilen Investment Management
Florida
$14.4M -$694K -9,101 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.7M -$916K -12,024 -7%
JP Morgan Chase
21
JP Morgan Chase
New York
$11M -$5.97M -78,367 -36%
William Blair & Company
22
William Blair & Company
Illinois
$10.9M +$8.11M +106,397 +303%
Norges Bank
23
Norges Bank
Norway
$10.8M +$2.35M +30,790 +28%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$9.85M -$9.33M -122,444 -49%
AQR Capital Management
25
AQR Capital Management
Connecticut
$8.36M +$379K +4,967 +5%

SXI Hedge Fund Activity: Q4 2014 in Review

151 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2014, worth a combined $852M — up 3.5% from $823M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SXI and 13 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 44 added.

The largest buyer was William Blair & Company, adding an estimated $8.11M. The largest seller was Wellington Management Group, cutting an estimated $9.33M.

  • 151 institutional investors held Standex International (SXI) as of Q4 2014, down from 157 in Q3 2014.
  • Funds reported $852M of Standex International stock for Q4 2014, up 3.5% quarter-over-quarter.
  • 13 funds opened new Standex International positions in Q4 2014 and 17 closed out, a net change of -4 holders.
  • The largest Standex International buyer in Q4 2014 was William Blair & Company, an estimated $8.11M added.
  • The largest Standex International seller in Q4 2014 was Wellington Management Group, an estimated $9.33M sold.

Based on aggregated 13F filings for Q4 2014.