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Standex International

174 hedge funds and large institutions have $1.05B invested in Standex International in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $858M → $1.05B (+$189M)

5% more funds holding

Funds holding: 166174 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.76% less ownership

Funds ownership: 89.46%88.7% (-0.76%)

43% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 75

Holders
174
Holders Change
+8
Holders Change %
+4.82%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
43
Reduced
75
Closed
18
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$191M +$10.2M +109,942 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$12.4M +133,524 +11%
CIP
3
Champlain Investment Partners
Vermont
$62.9M +$1.42M +15,325 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.4M -$2.9M -31,337 -5%
SAM
5
Silvercrest Asset Management
New York
$57.1M -$6.92M -74,671 -11%
CCM
6
Copeland Capital Management
Pennsylvania
$46.8M +$7.45M +80,420 +20%
State Street
7
State Street
Massachusetts
$40.9M +$907K +9,792 +2%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$38.6M +$37.5M +404,322 New
ICOM
9
Investment Counselors of Maryland
Maryland
$33.3M +$1.01M +10,908 +3%
Northern Trust
10
Northern Trust
Illinois
$24.7M -$9.97M -107,575 -29%
Ameriprise
11
Ameriprise
Minnesota
$23.9M +$716K +7,733 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.6M -$758K -8,182 -3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$20.7M -$1.59M -17,182 -7%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$19.9M -$1.7M -18,296 -8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19.1M +$1.73M +18,688 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.4M +$18K +194 +0.1%
CSC
17
Cove Street Capital
California
$13.7M -$4.03M -43,511 -23%
BCG
18
Barington Capital Group
New York
$12.1M
Charles Schwab
19
Charles Schwab
California
$11.9M +$116K +1,257 +1%
ProShare Advisors
20
ProShare Advisors
Maryland
$11.3M +$425K +4,591 +4%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.15M +$54.2K +585 +0.6%
PPA
22
Parametric Portfolio Associates
Washington
$8.28M +$1.29M +13,928 +19%
SBH
23
Segall Bryant & Hamill
Illinois
$8.22M -$1.83M -19,759 -19%
Norges Bank
24
Norges Bank
Norway
$8.08M -$4.59M -49,557 -37%
WSFS
25
Wilmington Savings Fund Society
Delaware
$7.77M -$167K -1,804 -2%

SXI Hedge Fund Activity: Q1 2021 in Review

174 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q1 2021, worth a combined $1.05B — up 22% from $858M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SXI positions and 18 closed out — a net gain of 9 holders — while 43 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $37.5M. The largest seller was Janus Henderson Group, cutting an estimated $23M.

  • 174 institutional investors held Standex International (SXI) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $1.05B of Standex International stock for Q1 2021, up 22% quarter-over-quarter.
  • 27 funds opened new Standex International positions in Q1 2021 and 18 closed out, a net change of +9 holders.
  • The largest Standex International buyer in Q1 2021 was Schroder Investment Management Group, an estimated $37.5M added.
  • The largest Standex International seller in Q1 2021 was Janus Henderson Group, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2021.