SNEX icon

StoneX
SNEX

Overview Fund Activity

249 hedge funds and large institutions have $1.84B invested in StoneX in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+10
Holders Change %
+4.18%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
90
Reduced
84
Closed
24
Calls
$225K
Puts
$8K
Net Calls
+$217K
Net Calls Change
-$348K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$30M
2
American Century Companies
2
American Century Companies
Missouri
$60.9M
3
HCA
3
Harbor Capital Advisors
Illinois
$9.44M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$44.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$24.8M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$33.3M
2
PCMF
2
Private Capital Management (Florida)
Florida
$31.1M
3
Prudential Financial
3
Prudential Financial
New Jersey
$7.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.5M
5
CSC
5
Cove Street Capital
California
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
226
Key Financial Inc
Pennsylvania
$6.63K – – –
S
227
SignatureFD
Georgia
$5.2K – – –
GWM
228
Geneos Wealth Management
Colorado
$5.2K – – –
PD
229
Point72 (DIFC)
United Arab Emirates
$5.12K +$5.12K +102 New
LC
230
Lindbrook Capital
California
$4.52K – – –
PFC
231
Phocas Financial Corp
California
$3.53K -$67 -1,333 -2%
Bessemer Group
232
Bessemer Group
New Jersey
$3K – – –
BIA
233
Bell Investment Advisors
California
$2.56K – – –
UB
234
UMB Bank
Missouri
$2.56K +$1.51K +30 +143%
HNB
235
Huntington National Bank
Ohio
$2.18K +$2.18K +44 New
VCM
236
Versant Capital Management
Arizona
$2.11K – – –
GRP
237
Global Retirement Partners
California
$1.81K +$50 +1 +3%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$1.66K – – –
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$1.58K -$148 -3 -9%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$754 – – –
RIL
242
Rothschild Investment LLC
Illinois
$753 +$351 +7 +88%
PA
243
Parallel Advisors
California
$678 +$678 +14 New
AWM
244
Abound Wealth Management
Tennessee
$452 – – –
SIC
245
SJS Investment Consulting
Ohio
$302 – – –
ECM
246
Everence Capital Management
Indiana
$262 – – –
LFG
247
Larson Financial Group
Missouri
$226 +$226 +5 New
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$151 +$151 +3 New
TFM
249
TFC Financial Management
Massachusetts
$76 – – –
CMBA
250
C.M. Bidwell & Associates
Hawaii
$38 -$74.4K -1,587 Closed
7 8 9
10
11