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Standex International

134 hedge funds and large institutions have $544M invested in Standex International in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 90.5%89.22% (-1.3%)

15% less funds holding

Funds holding: 157134 (-23)

39% less capital invested

Capital invested by funds: $895M → $544M (-$351M)

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

Holders
134
Holders Change
-23
Holders Change %
-14.65%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
50
Reduced
48
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.3M -$1.83M -27,799 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.5M +$843K +12,842 +1%
CIP
3
Champlain Investment Partners
Vermont
$39.8M +$24K +365 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30M -$575K -8,755 -1%
SAM
5
Silvercrest Asset Management
New York
$26.2M +$793K +12,067 +2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$22.6M -$4.77M -72,667 -14%
State Street
7
State Street
Massachusetts
$21.2M +$2.54M +38,617 +10%
Northern Trust
8
Northern Trust
Illinois
$18.4M +$24K +366 +0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$16.8M -$2.17K -33 -0%
CCM
10
Copeland Capital Management
Pennsylvania
$14.4M -$75.9K -1,155 -0.4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$12.8M -$496K -7,551 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.5M -$1.04M -15,872 -6%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$10.8M +$1.04M +15,883 +8%
Ameriprise
14
Ameriprise
Minnesota
$10.2M -$55.7K -848 -0.4%
Goldman Sachs
15
Goldman Sachs
New York
$9.63M -$806K -12,266 -6%
CSC
16
Cove Street Capital
California
$9.35M +$2.35M +35,742 +23%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.59M +$819K +12,464 +8%
WCM
18
Wedge Capital Management
North Carolina
$7.65M +$276K +4,196 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.63M -$29.4K -447 -0.3%
Norges Bank
20
Norges Bank
Norway
$6.72M -$2.37M -36,142 -21%
Charles Schwab
21
Charles Schwab
California
$6.46M +$571K +8,691 +7%
WSFS
22
Wilmington Savings Fund Society
Delaware
$5.63M +$210K +3,195 +3%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.81M -$256K -3,891 -4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$4.7M -$61K -929 -1%
WIM
25
Wilen Investment Management
Florida
$3.31M -$218K -3,312 -5%

SXI Hedge Fund Activity: Q1 2020 in Review

134 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q1 2020, worth a combined $544M — down 39% from $895M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SXI and 13 opened new positions — a net loss of 21 holders — while 48 trimmed existing stakes and 50 added.

The largest buyer was State Street, adding an estimated $2.54M. The largest seller was Janus Henderson Group, cutting an estimated $4.77M.

  • 134 institutional investors held Standex International (SXI) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $544M of Standex International stock for Q1 2020, down 39% quarter-over-quarter.
  • 13 funds opened new Standex International positions in Q1 2020 and 34 closed out, a net change of -21 holders.
  • The largest Standex International buyer in Q1 2020 was State Street, an estimated $2.54M added.
  • The largest Standex International seller in Q1 2020 was Janus Henderson Group, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2020.