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Standex International

242 hedge funds and large institutions have $2.04B invested in Standex International in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $1.33M

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.72B → $2.04B (+$320M)

9% more funds holding

Funds holding: 222242 (+20)

3.1% more ownership

Funds ownership: 91.34%94.45% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
242
Holders Change
+20
Holders Change %
+9.01%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
71
Reduced
91
Closed
20
Calls
$4.14M
Puts
$1.33M
Net Calls
+$2.81M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M -$1.44M -8,902 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M -$1.43M -8,869 -0.6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$159M +$6.21M +38,451 +5%
CIP
4
Champlain Investment Partners
Vermont
$116M +$4.52M +27,990 +5%
CCM
5
Copeland Capital Management
Pennsylvania
$100M +$2.27M +14,023 +3%
SAM
6
Silvercrest Asset Management
New York
$93.9M -$13.2M -81,859 -14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$88M -$3.25M -20,145 -4%
State Street
8
State Street
Massachusetts
$85.3M +$1.14M +7,027 +2%
WA
9
Wasatch Advisors
Utah
$52.6M +$46.6M +288,470 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52M +$5.6M +34,677 +14%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$46.3M -$492K -3,045 -1%
Northern Trust
12
Northern Trust
Illinois
$42.8M -$2.87M -17,780 -7%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$39.5M +$35M +216,763 New
Goldman Sachs
14
Goldman Sachs
New York
$31.6M -$2.38M -14,714 -8%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$29.6M +$1.62M +10,000 +7%
Morgan Stanley
16
Morgan Stanley
New York
$26.8M -$25M -155,075 -51%
Charles Schwab
17
Charles Schwab
California
$25M +$233K +1,444 +1%
LI
18
Leeward Investments
Massachusetts
$22.8M -$870K -5,384 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$21.7M -$899K -5,565 -4%
Ameriprise
20
Ameriprise
Minnesota
$20M +$6.22M +38,522 +54%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$18.6M -$460K -2,849 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.1M +$1.21M +7,491 +9%
Invesco
23
Invesco
Georgia
$16.5M -$2.15M -13,337 -13%
GI
24
GAMCO Investors
Connecticut
$14.8M
Norges Bank
25
Norges Bank
Norway
$12.4M -$1.85M -11,428 -14%

SXI Hedge Fund Activity: Q1 2024 in Review

242 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Standex International (SXI) for Q1 2024, worth a combined $2.04B — up 19% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SXI positions and 20 closed out — a net gain of 21 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $25M.

  • 242 institutional investors held Standex International (SXI) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $2.04B of Standex International stock for Q1 2024, up 19% quarter-over-quarter.
  • 41 funds opened new Standex International positions in Q1 2024 and 20 closed out, a net change of +21 holders.
  • The largest Standex International buyer in Q1 2024 was Wasatch Advisors, an estimated $46.6M added.
  • The largest Standex International seller in Q1 2024 was Morgan Stanley, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2024.