StoneX
SNEX
216 hedge funds and large institutions have $1.52B invested in StoneX in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 17 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
17% more capital invested
Capital invested by funds: $1.3B → $1.52B (+$217M)
2% more funds holding
Funds holding: 211 → 216 (+5)
0.13% less ownership
Funds ownership: 254.57% → 254.44% (-0.13%)
6% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $1.48M
21% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$8.14M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$5.88M |
| 3 |
Morgan Stanley
New York
|
+$5.19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.33M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.29M |
| 2 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$4.37M |
| 3 |
Millennium Management
New York
|
-$3.48M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.31M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
226
PEAK6 Investments
Chicago,
Illinois
| – | -$208K | -7,536 | Closed |
|
|
DA
227
Denali Advisors
San Diego,
California
| – | -$168K | -6,814 | Closed |
|
228
Simplex Trading
Chicago,
Illinois
| – | -$16K | -689 | Closed |
|
|
RI
229
Ridgewood Investments
Springfield,
New Jersey
| – | -$16.6K | -675 | Closed |
|
|
NA
230
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.32K | -216 | Closed |
|
|
DI
231
Disciplined Investments
Tulsa,
Oklahoma
| – | -$166 | -7 | Closed |
|
|
SFG
232
Steward Financial Group
Colleyville,
Texas
| – | +$744 | +27 | New |
|
SNEX Hedge Fund Activity: Q3 2023 in Review
216 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2023, worth a combined $1.52B — up 17% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SNEX positions and 17 closed out — a net gain of 6 holders — while 69 added to existing stakes and 87 trimmed.
The largest buyer was Van Berkom & Associates, adding an estimated $8.14M. The largest seller was BlackRock, cutting an estimated $6.29M.
- 216 institutional investors held StoneX (SNEX) as of Q3 2023, up from 211 in Q2 2023.
- Funds reported $1.52B of StoneX stock for Q3 2023, up 17% quarter-over-quarter.
- 23 funds opened new StoneX positions in Q3 2023 and 17 closed out, a net change of +6 holders.
- The largest StoneX buyer in Q3 2023 was Van Berkom & Associates, an estimated $8.14M added.
- The largest StoneX seller in Q3 2023 was BlackRock, an estimated $6.29M sold.
Based on aggregated 13F filings for Q3 2023.