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Standex International

210 hedge funds and large institutions have $1.5B invested in Standex International in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

66% more call options, than puts

Call options by funds: $141K | Put options by funds: $85K

14% more capital invested

Capital invested by funds: $1.31B → $1.5B (+$187M)

9% more funds holding

Funds holding: 192210 (+18)

0.68% less ownership

Funds ownership: 89.89%89.2% (-0.68%)

45% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
51
Reduced
92
Closed
19
Calls
$141K
Puts
$85K
Net Calls
+$56K
Net Calls Change
+$546K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$256M -$9.28M -70,317 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M -$1.41M -10,704 -0.7%
CIP
3
Champlain Investment Partners
Vermont
$81M -$3.24M -24,555 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80M -$560K -4,239 -0.7%
SAM
5
Silvercrest Asset Management
New York
$78.1M -$392K -2,967 -0.5%
CCM
6
Copeland Capital Management
Pennsylvania
$77.1M -$8.11M -61,428 -10%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$68.9M +$30.1M +228,153 +88%
State Street
8
State Street
Massachusetts
$66M -$1.59M -12,037 -3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$38M +$283K +2,143 +0.8%
Northern Trust
10
Northern Trust
Illinois
$35M +$1.06M +8,063 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.5M +$18K +136 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$22.3M -$12.9M -97,547 -38%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$20.9M -$778K -5,896 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.3M -$692K -5,243 -4%
LI
15
Leeward Investments
Massachusetts
$20M -$458K -3,472 -2%
Charles Schwab
16
Charles Schwab
California
$19.6M -$717K -5,431 -4%
Morgan Stanley
17
Morgan Stanley
New York
$19.2M -$285K -2,161 -2%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$17.4M +$15.8M +120,000 +4,444%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$17.2M -$1.78M -13,517 -10%
Norges Bank
20
Norges Bank
Norway
$14.3M -$2.11M -15,950 -14%
Invesco
21
Invesco
Georgia
$13.7M +$1.14M +8,615 +10%
Ameriprise
22
Ameriprise
Minnesota
$13.1M -$14.7M -111,376 -55%
JP Morgan Chase
23
JP Morgan Chase
New York
$11.8M -$434K -3,285 -4%
GI
24
GAMCO Investors
Connecticut
$11.6M -$26.4K -200 -0.2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$10.9M -$2.42M -18,348 -19%

SXI Hedge Fund Activity: Q2 2023 in Review

210 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q2 2023, worth a combined $1.5B — up 14% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SXI positions and 19 closed out — a net gain of 18 holders — while 51 added to existing stakes and 92 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $30.1M. The largest seller was Ameriprise, cutting an estimated $14.7M.

  • 210 institutional investors held Standex International (SXI) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $1.5B of Standex International stock for Q2 2023, up 14% quarter-over-quarter.
  • 37 funds opened new Standex International positions in Q2 2023 and 19 closed out, a net change of +18 holders.
  • The largest Standex International buyer in Q2 2023 was Neuberger Berman Group, an estimated $30.1M added.
  • The largest Standex International seller in Q2 2023 was Ameriprise, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2023.