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StoneX
SNEX

Overview Fund Activity

235 hedge funds and large institutions have $1.8B invested in StoneX in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 180 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
180
Reduced
18
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$104M
5
State Street
5
State Street
Massachusetts
$80.2M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.6M
4
EF
4
Empowered Funds
Pennsylvania
$0
5
EAM
5
Eagle Asset Management
Florida
$2.69M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$1.77K 24 -4 -14%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$1.62K 22 +11 +100%
GRP
228
Global Retirement Partners
California
$1.48K 23 +7 +44%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.4K 19 +6 +46%
FFO
230
Fortitude Family Office
Arizona
$886 12 +12 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$739 10 +3 +43%
AWM
232
Abound Wealth Management
Tennessee
$443 6 +2 +50%
SIC
233
SJS Investment Consulting
Ohio
$296 4 +1 +33%
PA
234
Parallel Advisors
California
$295 4 +4 New
SA
235
Scarborough Advisors
Maryland
$221 3 +3 New
BCM
236
Bridgeway Capital Management
Texas
– – -83,233 Closed
EF
237
Empowered Funds
Pennsylvania
– – -21,530 Closed
HF
238
HRT Financial
New York
– – -14,209 Closed
HSA
239
Hussman Strategic Advisors
Maryland
– – -10,400 Closed
Los Angeles Capital Management
240
Los Angeles Capital Management
California
– – -7,384 Closed
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
– – -4,594 Closed
Squarepoint
242
Squarepoint
New York
– – -3,564 Closed
Franklin Resources
243
Franklin Resources
California
– – -2,090 Closed
UFF
244
USA Financial Formulas
Michigan
– – -795 Closed
ETC
245
Exchange Traded Concepts
Oklahoma
– – -303 Closed
GWSG
246
GPS Wealth Strategies Group
Colorado
– – -100 Closed
FHA
247
First Horizon Advisors
Tennessee
– – -30 Closed
CFGS
248
Concourse Financial Group Securities
Alabama
– – -2 Closed
PI
249
PEAK6 Investments
Illinois
– – – –
6 7 8 9
10