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Standex International

192 hedge funds and large institutions have $1.31B invested in Standex International in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.03B → $1.31B (+$289M)

0.12% less ownership

Funds ownership: 90%89.89% (-0.12%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 195192 (-3)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

91% less call options, than puts

Call options by funds: $49K | Put options by funds: $539K

Holders
192
Holders Change
-3
Holders Change %
-1.54%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
63
Reduced
78
Closed
17
Calls
$49K
Puts
$539K
Net Calls
-$490K
Net Calls Change
+$94K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$230M -$10M -87,896 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$389K +3,419 +0.2%
CCM
3
Copeland Capital Management
Pennsylvania
$74.3M -$720K -6,330 -1%
CIP
4
Champlain Investment Partners
Vermont
$73.1M -$785K -6,895 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$69.8M +$317K +2,787 +0.5%
SAM
6
Silvercrest Asset Management
New York
$67.9M -$1.58M -13,844 -2%
State Street
7
State Street
Massachusetts
$58.6M +$894K +7,852 +2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$32.7M +$405K +3,558 +1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$31.7M +$29M +254,428 +6,006%
Goldman Sachs
10
Goldman Sachs
New York
$31.3M +$10M +88,087 +53%
Northern Trust
11
Northern Trust
Illinois
$29.3M -$738K -6,482 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.1M +$1.46M +12,802 +6%
Ameriprise
13
Ameriprise
Minnesota
$24.9M -$72.4K -636 -0.3%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$18.8M +$3.32M +29,184 +24%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.2M -$458K -4,028 -3%
LI
16
Leeward Investments
Massachusetts
$17.7M -$425K -3,732 -3%
Charles Schwab
17
Charles Schwab
California
$17.6M +$86.4K +759 +0.5%
Morgan Stanley
18
Morgan Stanley
New York
$16.9M +$166K +1,460 +1%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$16.5M -$6.9M -60,614 -31%
Norges Bank
20
Norges Bank
Norway
$14.4M -$657K -5,773 -5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$11.7M -$452K -3,974 -4%
Invesco
22
Invesco
Georgia
$10.8M -$1.51M -13,270 -13%
JP Morgan Chase
23
JP Morgan Chase
New York
$10.6M +$948K +8,331 +11%
GI
24
GAMCO Investors
Connecticut
$10.1M
ProShare Advisors
25
ProShare Advisors
Maryland
$9.68M -$918K -8,069 -9%

SXI Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q1 2023, worth a combined $1.31B — up 28% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SXI and 16 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 63 added.

The largest buyer was Neuberger Berman Group, adding an estimated $29M. The largest seller was BlackRock, cutting an estimated $10M.

  • 192 institutional investors held Standex International (SXI) as of Q1 2023, down from 195 in Q4 2022.
  • Funds reported $1.31B of Standex International stock for Q1 2023, up 28% quarter-over-quarter.
  • 16 funds opened new Standex International positions in Q1 2023 and 17 closed out, a net change of -1 holder.
  • The largest Standex International buyer in Q1 2023 was Neuberger Berman Group, an estimated $29M added.
  • The largest Standex International seller in Q1 2023 was BlackRock, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.