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125 hedge funds and large institutions have $515M invested in StoneX in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.02% less ownership

Funds ownership: 250.39%248.37% (-2%)

12% less funds holding

Funds holding: 142125 (-17)

26% less capital invested

Capital invested by funds: $692M → $515M (-$177M)

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
125
Holders Change
-17
Holders Change %
-11.97%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
50
Reduced
39
Closed
24
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.51M -$287K -21,569 -8%
MSL
27
Mackay Shields LLC
New York
$2.37M -$642K -48,263 -18%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$2.29M +$129K +9,669 +5%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.27M -$648K -48,698 -19%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$1.97M -$172K -12,929 -7%
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$1.9M -$512K -38,475 -18%
Citadel Advisors
32
Citadel Advisors
Florida
$1.87M +$181K +13,601 +8%
Morgan Stanley
33
Morgan Stanley
New York
$1.73M -$1.61M -120,727 -43%
WIC
34
Woodmont Investment Counsel
Tennessee
$1.71M +$4.8K +361 +0.2%
Prudential Financial
35
Prudential Financial
New Jersey
$1.59M -$375K -28,181 -16%
Legal & General Group
36
Legal & General Group
United Kingdom
$1.54M +$12.1K +911 +0.6%
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.39M +$726K +54,577 +73%
Wells Fargo
38
Wells Fargo
California
$1.36M -$153K -11,515 -8%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M
ET
40
Equitable Trust
Tennessee
$1.26M
PPA
41
Parametric Portfolio Associates
Washington
$1.24M +$23.5K +1,765 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.21M +$189K +14,175 +14%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.15M +$18K +1,350 +1%
MAM
44
Martingale Asset Management
Massachusetts
$1.01M +$535K +40,186 +75%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$943K +$244K +18,347 +26%
LIC
46
Laurus Investment Counsel
Canada
$912K +$169K +12,690 +18%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$907K -$510K -38,306 -31%
AQR Capital Management
48
AQR Capital Management
Connecticut
$900K +$33.1K +2,488 +3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$873K -$12.2K -914 -1%
Deutsche Bank
50
Deutsche Bank
Germany
$838K +$593K +44,527 +133%

SNEX Hedge Fund Activity: Q1 2020 in Review

125 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2020, worth a combined $515M — down 26% from $692M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SNEX and 9 opened new positions — a net loss of 15 holders — while 39 trimmed existing stakes and 50 added.

The largest buyer was Nine Ten Capital Management, adding an estimated $7.83M. The largest seller was BlackRock, cutting an estimated $2.98M.

  • 125 institutional investors held StoneX (SNEX) as of Q1 2020, down from 142 in Q4 2019.
  • Funds reported $515M of StoneX stock for Q1 2020, down 26% quarter-over-quarter.
  • 9 funds opened new StoneX positions in Q1 2020 and 24 closed out, a net change of -15 holders.
  • The largest StoneX buyer in Q1 2020 was Nine Ten Capital Management, an estimated $7.83M added.
  • The largest StoneX seller in Q1 2020 was BlackRock, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2020.