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Standex International

222 hedge funds and large institutions have $1.72B invested in Standex International in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $95K

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $1.56B → $1.72B (+$158M)

0.62% more ownership

Funds ownership: 90.72%91.34% (+0.62%)

0% more funds holding

Funds holding: 222222 (0)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
222
Holders Change
Holders Change %
0%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
68
Reduced
86
Closed
26
Calls
$1.41M
Puts
$95K
Net Calls
+$1.31M
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$5.73M +39,800 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$224M +$1.32M +9,166 +0.7%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$132M +$13.2M +91,651 +12%
CIP
4
Champlain Investment Partners
Vermont
$96.5M +$5.37M +37,339 +7%
SAM
5
Silvercrest Asset Management
New York
$94.6M +$7.02M +48,745 +9%
CCM
6
Copeland Capital Management
Pennsylvania
$85M -$1.96M -13,619 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$79.7M -$7.15M -49,670 -9%
State Street
8
State Street
Massachusetts
$73M -$908K -6,310 -1%
Morgan Stanley
9
Morgan Stanley
New York
$47.9M +$22.4M +155,737 +106%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.7M -$1.16M -8,039 -3%
Northern Trust
11
Northern Trust
Illinois
$40M +$104K +722 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.7M +$1.81M +12,551 +5%
Goldman Sachs
13
Goldman Sachs
New York
$29.8M +$1.54M +10,670 +6%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$24.2M +$720K +5,000 +3%
Charles Schwab
15
Charles Schwab
California
$21.5M +$6.91K +48 +0%
LI
16
Leeward Investments
Massachusetts
$20.7M -$145K -1,010 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$19.8M -$2.2M -15,261 -11%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$16.6M -$5.34M -37,083 -26%
Invesco
19
Invesco
Georgia
$16.5M +$1.73M +12,028 +13%
ACMC
20
Anchor Capital Management Company
North Carolina
$14.2M +$12.9M +89,440 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.7M +$879K +6,107 +8%
GI
22
GAMCO Investors
Connecticut
$12.8M -$144K -1,000 -1%
Norges Bank
23
Norges Bank
Norway
$12.6M -$917K -6,372 -7%
Ameriprise
24
Ameriprise
Minnesota
$11.3M -$2.42M -16,804 -19%
CIC
25
Crawford Investment Counsel
Georgia
$10.7M +$126K +876 +1%

SXI Hedge Fund Activity: Q4 2023 in Review

222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q4 2023, worth a combined $1.72B — up 10% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SXI positions and 26 closed out — a net gain of 4 holders — while 68 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $13.4M sold.

  • 222 institutional investors held Standex International (SXI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $1.72B of Standex International stock for Q4 2023, up 10% quarter-over-quarter.
  • 30 funds opened new Standex International positions in Q4 2023 and 26 closed out, a net change of +4 holders.
  • The largest Standex International buyer in Q4 2023 was Morgan Stanley, an estimated $22.4M added.
  • The largest Standex International seller in Q4 2023 was Schroder Investment Management Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2023.