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Standex International

150 hedge funds and large institutions have $639M invested in Standex International in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $544M → $639M (+$95.5M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

12% more funds holding

Funds holding: 134150 (+16)

0.33% more ownership

Funds ownership: 89.22%89.55% (+0.33%)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
51
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M +$2.51M +49,546 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.1M -$716K -14,129 -1%
SAM
3
Silvercrest Asset Management
New York
$41.4M +$9.39M +185,192 +35%
CIP
4
Champlain Investment Partners
Vermont
$40.2M -$5.83M -115,010 -14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.9M +$1.4M +27,615 +5%
State Street
6
State Street
Massachusetts
$25.3M +$360K +7,094 +2%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$25.3M -$1.1M -21,649 -5%
Northern Trust
8
Northern Trust
Illinois
$21.6M -$13.3K -262 -0.1%
CCM
9
Copeland Capital Management
Pennsylvania
$21M +$3.64M +71,774 +24%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$15.1M -$2.89K -57 -0%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.8M +$1.06M +20,958 +9%
Ameriprise
12
Ameriprise
Minnesota
$13.7M +$1.55M +30,557 +15%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$12.3M -$365K -7,200 -3%
CSC
14
Cove Street Capital
California
$11M -$12.3K -242 -0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.3M +$154K +3,042 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.91M -$48.2K -950 -0.6%
Norges Bank
17
Norges Bank
Norway
$7.89M
ProShare Advisors
18
ProShare Advisors
Maryland
$7.3M +$6.43M +126,886 New
Charles Schwab
19
Charles Schwab
California
$7.22M -$328K -6,476 -5%
Prudential Financial
20
Prudential Financial
New Jersey
$6.16M +$2.48M +48,927 +84%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.49M -$135K -2,672 -3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$5.33M -$170K -3,354 -3%
WSFS
23
Wilmington Savings Fund Society
Delaware
$4.88M -$1.52M -29,913 -26%
Wells Fargo
24
Wells Fargo
California
$4.73M +$783K +15,436 +23%
GI
25
GAMCO Investors
Connecticut
$4.62M +$725K +14,300 +22%

SXI Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q2 2020, worth a combined $639M — up 18% from $544M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SXI positions and 10 closed out — a net gain of 17 holders — while 51 added to existing stakes and 45 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $9.39M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.

  • 150 institutional investors held Standex International (SXI) as of Q2 2020, up from 134 in Q1 2020.
  • Funds reported $639M of Standex International stock for Q2 2020, up 18% quarter-over-quarter.
  • 27 funds opened new Standex International positions in Q2 2020 and 10 closed out, a net change of +17 holders.
  • The largest Standex International buyer in Q2 2020 was Silvercrest Asset Management, an estimated $9.39M added.
  • The largest Standex International seller in Q2 2020 was Fidelity Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2020.