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StoneX
SNEX

85 hedge funds and large institutions have $241M invested in StoneX in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

40% more capital invested

Capital invested by funds: $172M → $241M (+$69.2M)

7% less funds holding

Funds holding: 91 → 85 (-6)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $727K

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
34
Reduced
23
Closed
12
Calls
–
Puts
$727K
Net Calls
-$727K
Net Calls Change
-$122K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.2M
2
PCMF
Private Capital Management (Florida)
Florida
+$1.3M
3
BFA
BlackRock Fund Advisors
California
+$1.22M
4
CSC
Cove Street Capital
California
+$613K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$510K

Top Sellers

1
JFG
Jefferies Financial Group
New York
-$4.36M
2
RA
Royce & Associates
New York
-$1.63M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$917K
4
Ameriprise
Ameriprise
Minnesota
-$674K
5
Renaissance Technologies
Renaissance Technologies
New York
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.04M +$17.2K +3,220 +2%
BIM
27
BlackRock Investment Management
Delaware
$1.01M -$3.26K -611 -0.4%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$952K +$73.5K +13,781 +10%
Charles Schwab
29
Charles Schwab
California
$785K +$16.5K +3,088 +2%
Two Sigma Investments
30
Two Sigma Investments
New York
$697K +$200K +37,513 +49%
Mariner
31
Mariner
Kansas
$632K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$589K +$2.2K +412 +0.4%
Invesco
33
Invesco
Georgia
$552K +$19.8K +3,710 +4%
WA
34
WESPAC Advisors
California
$552K +$159K +29,801 +49%
PHS
35
Pekin Hardy Strauss
Illinois
$552K +$483K +90,541 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$507K +$25.7K +4,809 +6%
GBA
37
Garrison Bradford & Associates
New York
$494K -$198K -37,125 -31%
Swiss National Bank
38
Swiss National Bank
Switzerland
$463K – – –
TA
39
Teachers Advisors
New York
$433K – – –
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$413K – – –
AI
41
Analytic Investors
California
$380K – – –
CS
42
Credit Suisse
Switzerland
$359K +$92.5K +17,327 +42%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$340K +$105K +19,676 +55%
Deutsche Bank
44
Deutsche Bank
Germany
$334K +$184K +34,567 +169%
BCM
45
Bridgeway Capital Management
Texas
$333K -$557K -104,456 -66%
AllianceBernstein
46
AllianceBernstein
Tennessee
$325K -$20.3K -3,807 -7%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$320K – – –
VOYA Investment Management
48
VOYA Investment Management
Georgia
$279K – – –
NFA
49
Nationwide Fund Advisors
Ohio
$269K -$2.12K -398 -0.9%
Nomura Holdings
50
Nomura Holdings
Japan
$265K +$234K +43,862 New
1
2
3 4

SNEX Hedge Fund Activity: Q4 2014 in Review

85 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2014, worth a combined $241M — up 40% from $172M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SNEX and 8 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 34 added.

The largest buyer was Wellington Management Group, adding an estimated $7.2M. The largest seller was Jefferies Financial Group, cutting an estimated $4.36M.

  • 85 institutional investors held StoneX (SNEX) as of Q4 2014, down from 91 in Q3 2014.
  • Funds reported $241M of StoneX stock for Q4 2014, up 40% quarter-over-quarter.
  • 8 funds opened new StoneX positions in Q4 2014 and 12 closed out, a net change of -4 holders.
  • The largest StoneX buyer in Q4 2014 was Wellington Management Group, an estimated $7.2M added.
  • The largest StoneX seller in Q4 2014 was Jefferies Financial Group, an estimated $4.36M sold.

Based on aggregated 13F filings for Q4 2014.