Standex International

SXI • NYSE

Standex International is a industrial - machinery company in the industrials sector on NYSE, led by David A. Dunbar, with a market cap of $2.8B. As of Q3 2025, 98% of shares are held by 252 institutional investors, with BlackRock, Inc. as the largest holder at 14.07%.

President and Chief Executive OfficerDavid A. Dunbar

Market Cap$2.8B

Industrial - Machinery

Industrials

Employees3.8K

Websitestandex.com

Country

United States of America

Overview

Overview of institutional ownership in SXI as of Q3 2025 with a market cap of $2.6B

All Institutions

Institutions: 252
Value Held: $2.5B
Shares Held: 11.8M
Avg Position: $10.0M
Median Position: $690.8K

Hedge Funds

Hedge Funds: 15
Value Held: $26.1M
Shares Held: 123.2K
Avg Position: $1.7M
Median Position: $649.5K

Ownership Breakdown

Institutional (non-HF)

96.86%

$2.5B

Hedge Funds

1.02%

$26.1M

Retail & Other

2.12%

$54.4M

Based on market cap of $2.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SXI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$360.5M 0.01% of portfolio	14.07% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$292.6M 0.00% of portfolio	11.42% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
N Neuberger Berman Group LLC Institution	-	$194.8M 0.14% of portfolio	7.60% 919.5K shares	Q2 2020 Held for 5y 5m	$136.94B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$180.0M 0.97% of portfolio	7.02% 849.4K shares	Q1 2024 Held for 1y 8m	$18.6B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$104.4M 0.00% of portfolio	4.08% 492.9K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$103.5M 0.78% of portfolio	4.04% 488.4K shares	≤ Q2 2013 Held for 12y 5m+	$13.3B
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	$86.5M 0.57% of portfolio	3.38% 408.2K shares	Q2 2014 Held for 11y 5m	$15.1B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$82.9M 0.02% of portfolio	3.23% 391.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	Cory Lawrence Martin CEO	$67.4M 0.21% of portfolio	2.63% 318.2K shares	Q3 2021 Held for 4y 2m	$31.4B
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	$65.8M 1.37% of portfolio	2.57% 310.4K shares	Q4 2015 Held for 9y 11m	$4.8B

Net Capital Flow

Institutional buying and selling activity for SXI in Q3 2025

Traded: +$100.5M
Buyers: 125
Sellers: 107
Total Bought: +$229.0M
Total Sold: −$128.5M
Avg Position: $9.3M

Biggest Buyers

Institution	Net Bought	Current Position
WESTWOOD HOLDINGS GROUP INC Institution	+$40.8M +192.6K shares	$40.8M 192.6K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$27.4M +129.2K shares	$27.4M 129.2K shares
SEGALL BRYANT & HAMILL Long Only Manager	+$19.8M +93.3K shares	$19.8M 93.3K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$17.8M +83.8K shares	$17.8M 83.8K shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	+$15.2M +71.6K shares	$86.5M 408.2K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$11.4M +53.8K shares	$11.4M 53.8K shares
M MACQUARIE GROUP LTD Institution	+$8.3M +39.2K shares	$8.3M 39.2K shares
LORD, ABBETT & CO. LLC Long Only Manager	+$8.1M +38.2K shares	$8.1M 38.2K shares
GOLDMAN SACHS GROUP INC Institution	+$7.4M +34.7K shares	$36.2M 170.9K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$6.9M +32.4K shares	$36.0M 169.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
C Champlain Investment Partners, LLC Long Only Manager	−$24.3M −114.7K shares	$103.5M 488.4K shares
Copeland Capital Management, LLC Long Only Manager	−$23.3M −109.8K shares	$65.8M 310.4K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$5.0M −23.6K shares	$82.9M 391.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$4.8M −22.6K shares	$5.0M 23.8K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$4.3M −20.5K shares	$2.5M 11.7K shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	−$4.0M −18.9K shares	$67.4M 318.2K shares
BARCLAYS PLC Institution	−$3.9M −18.3K shares	$3.6M 17.1K shares
JPMORGAN CHASE & CO Institution	−$3.7M −17.5K shares	$9.5M 45.0K shares
WASATCH ADVISORS INC Long Only Manager	−$3.7M −17.5K shares	$180.0M 849.4K shares
B BlackRock, Inc. Institution	−$3.5M −16.5K shares	$360.5M 1.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SXI in Q3 2025

New Positions: 17
New Value: $41.7M
Exited Positions: 18
Exited Value: $6.3M

New Positions

Institution	Position Value
T T. Rowe Price Investment Management, Inc. Insurance Manager	$27.4M 129.2K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$11.4M 53.8K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$1.1M 5.1K shares
Round Rock Advisors, LLC RIA/Wealth	$686.6K 3.0K shares
T TD ASSET MANAGEMENT INC Institution	$581.0K 2.7K shares
M Modera Wealth Management, LLC RIA/Wealth	$223.8K 1.1K shares
SMART Wealth LLC RIA/Wealth	$211.9K 1.0K shares
Sontag Advisory, LLC RIA/Wealth	$43.0K 203.0 shares
Measured Wealth Private Client Group, LLC RIA/Wealth	$27.5K 130.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$25.0K 118.0 shares

Exited Positions

Institution	Previous Position
Kovitz Investment Group Partners, LLC RIA/Wealth	$2.2M 14.0K shares
X XTX Topco Ltd Institution	$856.7K 5.5K shares
H HRT FINANCIAL LLC Institution	$634.2K 4.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$624.4K 4.0K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$393.9K 2.5K shares
Numerai GP LLC Hedge Fund•Quant	$374.5K 2.4K shares
Quantbot Technologies LLC Hedge Fund•Quant	$361.9K 2.3K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$236.8K 1.5K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$220.5K 1.4K shares
Engineers Gate Manager LP Hedge Fund•Quant	$218.3K 1.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SXI as of Q3 2025

Call Positions: 4
Call Value: $6.7M
Put Positions: 6
Put Value: $3.1M

Call Positions

Institution	Position Value
P PEAK6 LLC Institution	$4.8M 226.0 contracts
D D. E. Shaw & Co., Inc. Institution	$784.0K 37.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$614.5K 29.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$466.2K 22.0 contracts

Put Positions

Institution	Position Value
D D. E. Shaw & Co., Inc. Institution	$1.5M 72.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$656.9K 31.0 contracts
P PEAK6 LLC Institution	$508.6K 24.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$445.0K 21.0 contracts
FIFTH THIRD BANCORP Institution	$4.5K - contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with SXI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC Institution	Garrett Thomas Waters CEO	17.95% $20.8M	0.81% 98.4K shares	Q1 2025 Held for 8 months	$116.2M
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	1.37% $65.8M	2.57% 310.4K shares	Q4 2015 Held for 9y 11m	$4.8B
Leeward Investments, LLC - MA Long Only Manager	R. Todd Vingers President	1.20% $23.4M	0.91% 110.6K shares	Q1 2022 Held for 3y 8m	$2.0B
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	Anthony Pir Brenner Chairman	1.09% $3.6M	0.14% 17.1K shares	Q4 2024 Held for 11 months	$331.9M
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	0.97% $180.0M	7.02% 849.4K shares	Q1 2024 Held for 1y 8m	$18.6B
WHITE PINE CAPITAL LLC RIA/Wealth	Michael Scott Wallace President	0.92% $3.2M	0.13% 15.2K shares	Q2 2020 Held for 5y 5m	$349.2M
Pflug Koory, LLC RIA/Wealth	Megan M Koory Member	0.89% $1.9M	0.07% 8.9K shares	Q3 2024 Held for 1y 2m	$210.9M
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	0.78% $103.5M	4.04% 488.4K shares	≤ Q2 2013 Held for 12y 5m+	$13.3B
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	0.57% $86.5M	3.38% 408.2K shares	Q2 2014 Held for 11y 5m	$15.1B
MeadowBrook Investment Advisors LLC RIA/Wealth	Jeffrey Michael Kaplan Managing Partner	0.50% $566.4K	0.02% 2.7K shares	Q4 2023 Held for 1y 11m	$114.4M

Hedge Fund Spotlight

Discover hedge funds investing in SXI

CenterBook Partners LP

Hedge Fund • Market Neutral

Portfolio ManagerDavid Israel Stemerman

Portfolio Value: $2.0B
Positions: 545
Last Reported: Q3 2025

Sector Allocation

Position in Standex International

Market Value: $3.1M
Shares Held: 14.5K
Portfolio Weight: 0.15%
Owned Since: 2025-Q1

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