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Standex International

222 hedge funds and large institutions have $1.56B invested in Standex International in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $335K

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

6% more funds holding

Funds holding: 210222 (+12)

1.52% more ownership

Funds ownership: 89.2%90.72% (+1.5%)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$62.1M)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
74
Reduced
87
Closed
14
Calls
$1.3M
Puts
$335K
Net Calls
+$961K
Net Calls Change
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M -$6.04M -40,588 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$205M -$1.78M -11,942 -0.8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$108M +$37.7M +253,274 +52%
CIP
4
Champlain Investment Partners
Vermont
$83.3M -$75.6K -508 -0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.5M -$1.9M -12,770 -2%
CCM
6
Copeland Capital Management
Pennsylvania
$80.1M +$727K +4,880 +0.9%
SAM
7
Silvercrest Asset Management
New York
$79.9M -$503K -3,378 -0.6%
State Street
8
State Street
Massachusetts
$68.1M +$147K +984 +0.2%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.6M -$546K -3,666 -1%
Northern Trust
10
Northern Trust
Illinois
$36.7M +$706K +4,742 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$34.7M +$1.19M +8,020 +3%
Goldman Sachs
12
Goldman Sachs
New York
$25.9M +$2.97M +19,943 +13%
Handelsbanken Fonder
13
Handelsbanken Fonder
Sweden
$21.5M +$3.72M +25,000 +20%
Morgan Stanley
14
Morgan Stanley
New York
$21.3M +$1.63M +10,937 +8%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$20.7M -$794K -5,332 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.4M -$506K -3,400 -2%
Charles Schwab
17
Charles Schwab
California
$19.7M -$458K -3,078 -2%
LI
18
Leeward Investments
Massachusetts
$19.1M -$1.49M -9,998 -7%
Invesco
19
Invesco
Georgia
$13.4M -$678K -4,553 -5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$13.4M -$4.43M -29,743 -24%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.9M +$847K +5,688 +7%
Ameriprise
22
Ameriprise
Minnesota
$12.8M -$650K -4,367 -5%
Norges Bank
23
Norges Bank
Norway
$12.5M -$2.34M -15,709 -15%
GI
24
GAMCO Investors
Connecticut
$11.9M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$11.7M +$3.25M +21,831 +37%

SXI Hedge Fund Activity: Q3 2023 in Review

222 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q3 2023, worth a combined $1.56B — up 4.1% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SXI positions and 14 closed out — a net gain of 12 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $37.7M. The largest seller was Royce & Associates, cutting an estimated $7.18M.

  • 222 institutional investors held Standex International (SXI) as of Q3 2023, up from 210 in Q2 2023.
  • Funds reported $1.56B of Standex International stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 26 funds opened new Standex International positions in Q3 2023 and 14 closed out, a net change of +12 holders.
  • The largest Standex International buyer in Q3 2023 was Neuberger Berman Group, an estimated $37.7M added.
  • The largest Standex International seller in Q3 2023 was Royce & Associates, an estimated $7.18M sold.

Based on aggregated 13F filings for Q3 2023.