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Standex International

157 hedge funds and large institutions have $895M invested in Standex International in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $817M → $895M (+$77.6M)

1% more funds holding

Funds holding: 156157 (+1)

0.46% more ownership

Funds ownership: 90.04%90.5% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $262K

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
50
Closed
13
Calls
Puts
$262K
Net Calls
-$262K
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$152M +$2.8M +36,821 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M +$1.68M +22,126 +2%
CIP
3
Champlain Investment Partners
Vermont
$64.5M +$5.97M +78,550 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$49.3M -$433K -5,699 -0.9%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$42.4M +$1.62M +21,256 +4%
SAM
6
Silvercrest Asset Management
New York
$41.5M +$3.12M +41,076 +9%
State Street
7
State Street
Massachusetts
$31.3M +$1.95M +25,621 +7%
Northern Trust
8
Northern Trust
Illinois
$29.7M -$436K -5,735 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$27.3M -$4.56M -59,975 -15%
CCM
10
Copeland Capital Management
Pennsylvania
$23.4M +$4.77M +62,690 +27%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$21.4M +$561K +7,380 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19.9M -$425K -5,591 -2%
Goldman Sachs
13
Goldman Sachs
New York
$16.6M +$310K +4,083 +2%
Ameriprise
14
Ameriprise
Minnesota
$16.5M +$2.05M +26,949 +15%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$16.3M +$2.86M +37,582 +22%
Norges Bank
16
Norges Bank
Norway
$13.7M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.9M +$238K +3,133 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.4M -$1.17M -15,341 -9%
CSC
19
Cove Street Capital
California
$12.3M -$694K -9,130 -6%
WCM
20
Wedge Capital Management
North Carolina
$12.1M -$4.95M -65,099 -30%
Charles Schwab
21
Charles Schwab
California
$9.78M +$192K +2,531 +2%
WSFS
22
Wilmington Savings Fund Society
Delaware
$8.85M +$271K +3,559 +3%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.09M -$124K -1,628 -2%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$7.69M +$32.7K +430 +0.4%
WIM
25
Wilen Investment Management
Florida
$5.65M -$510K -6,708 -9%

SXI Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2019, worth a combined $895M — up 9.5% from $817M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SXI positions and 13 closed out — a net gain of 6 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $5.97M. The largest seller was Millennium Management, cutting an estimated $7.55M.

  • 157 institutional investors held Standex International (SXI) as of Q4 2019, up from 156 in Q3 2019.
  • Funds reported $895M of Standex International stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 19 funds opened new Standex International positions in Q4 2019 and 13 closed out, a net change of +6 holders.
  • The largest Standex International buyer in Q4 2019 was Champlain Investment Partners, an estimated $5.97M added.
  • The largest Standex International seller in Q4 2019 was Millennium Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2019.