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239 hedge funds and large institutions have $1.69B invested in StoneX in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $471K

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

2% more funds holding

Funds holding: 235239 (+4)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

3.5% less ownership

Funds ownership: 175.13%171.63% (-3.5%)

6% less capital invested

Capital invested by funds: $1.8B → $1.69B (-$110M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
35
Increased
77
Reduced
84
Closed
28
Calls
$1.04M
Puts
$471K
Net Calls
+$565K
Net Calls Change
-$645K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$1.62K -$60 -2 -4%
GRP
227
Global Retirement Partners
California
$1.62K
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$1.55K
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.33K
AssetMark Inc
230
AssetMark Inc
California
$1.26K -$18.8K -625 -94%
UB
231
UMB Bank
Missouri
$984 +$961 +32 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$703
AWM
233
Abound Wealth Management
Tennessee
$422
A
234
AlphaQuest
New York
$422 +$420 +14 New
AWM
235
Avior Wealth Management
Nebraska
$351 +$330 +11 New
RIL
236
Rothschild Investment LLC
Illinois
$351 +$330 +11 New
SIC
237
SJS Investment Consulting
Ohio
$282
ECM
238
Everence Capital Management
Indiana
$254
TFM
239
TFC Financial Management
Massachusetts
$71 +$60 +2 New
Norges Bank
240
Norges Bank
Norway
-$2.3M -69,975 Closed
TI
241
Trexquant Investment
Connecticut
-$1.3M -39,746 Closed
ECM
242
ExodusPoint Capital Management
New York
-$1.24M -37,755 Closed
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
-$891K -27,146 Closed
AIM
244
Aigen Investment Management
New York
-$770K -23,479 Closed
JAM
245
Jupiter Asset Management
United Kingdom
-$736K -22,435 Closed
Wolverine Trading
246
Wolverine Trading
Illinois
-$653K -19,901 Closed
TRCT
247
Tower Research Capital (TRC)
New York
-$571K -17,397 Closed
SO
248
STRS Ohio
Ohio
-$465K -14,175 Closed
DTL
249
Dynamic Technology Lab
Singapore
-$464K -14,128 Closed
OQS
250
Occudo Quantitative Strategies
Florida
-$449K -13,673 Closed