Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STANDEX INTL CORP (SXI)

260 + Investors. Track Smart Money conviction in SXI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — SXI

Based on 256 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SXI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
256 hedge funds hold SXI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

122 buying124 selling
Last quarter: 122 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 28 → 41 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 20% medium 18% new
158 out of 256 hedge funds have held SXI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

25 → 28 → 28 → 41 → 45 new funds/Q
New funds entering each quarter: 28 → 28 → 41 → 45. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 11% 1-2yr 23% new
Of 260 current holders: 171 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
37 of 256 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SXI

How many hedge funds hold SXI — quarterly history vs. share price
Quarterly hedge fund ownership of SXI vs. share price

Market Analysis: SXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SXI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 1 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SXI
2026 Q1 Stats Unlock in 19 days 260 + Investors

Track Smart Money conviction in SXI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 260 241 7.88%
13F Shares 12M 12M 1.22%
Total Value $2.60B $2.51B 3.9%
New Positions 45 41 +4
Increased Positions 86 82 +4
Closed Positions 25 27 -2
Reduced Positions 106 95 +11
Total Calls 3 4 -25.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: SXI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

260 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SXI. Verified SEC 13F-HR filings.

Top 25 institutional holders of SXI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WASATCH ADVISORS LP 2.23% 1,317,226 $335.7M
2 Leeward Investments, LLC - MA 1.34% 106,543 $27.2M
3 Pflug Koory, LLC 1.01% 8,640 $2.2M
4 MeadowBrook Investment Advisors LLC 0.43% 1,905 $486K
5 Wilmington Savings Fund Society, FSB 0.30% 49,604 $12.6M
6 apricus wealth, LLC 0.22% 1,760 $449K
7 Hummer Financial Advisory Services Inc 0.16% 900 $229K
8 Central Pacific Bank - Trust Division 0.12% 3,815 $972K
9 PERSONAL CFO SOLUTIONS, LLC 0.09% 2,377 $606K
10 SMART Wealth LLC 0.07% 1,000 $255K
11 Handelsbanken Fonder AB 0.07% 85,100 $22K
12 DIVIDEND ASSETS CAPITAL, LLC 0.07% 1,361 $347K
13 HARBOR CAPITAL ADVISORS, INC. 0.06% 3,069
14 Inspire Investing, LLC 0.05% 2,494 $636K
15 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% 15,598 $4.0M
16 Legacy Private Trust Co. 0.03% 2,210 $563K
17 Hanson & Doremus Investment Management 0.03% 926
18 Curated Wealth Partners LLC 0.03% 815 $208K
19 Louisiana State Employees Retirement System 0.02% 5,400 $1K
20 HM PAYSON & CO 0.02% 6,344 $1.6M
21 MOODY NATIONAL BANK TRUST DIVISION 0.02% 952 $243K
22 Diversified Trust Co 0.02% 4,591 $1.2M
23 BIRCHBROOK, INC. 0.02% 150 $38K
24 Kohmann Bosshard Financial Services, LLC 0.02% 867 $221K
25 State of Alaska, Department of Revenue 0.02% 6,641 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STANDEX INTL CORP (SXI)

What does the Smart Money Trend signal show for SXI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SXI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SXI?

Slight buying edge — 50% buying: Last quarter: 122 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SXI holders?

Strong quality — 34% AUM from major funds: 37 of 256 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SXI?

62% of holders stayed for 2+ years: 158 out of 256 hedge funds have held SXI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.