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219 hedge funds and large institutions have $1.62B invested in StoneX in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$232M)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.69% more ownership

Funds ownership: 254.41%255.1% (+0.69%)

5% less funds holding

Funds holding: 230219 (-11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

51% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $2.21M

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
26
Increased
84
Reduced
79
Closed
36
Calls
$1.09M
Puts
$2.21M
Net Calls
-$1.13M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$15.3M +$4.77M +167,106 +50%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$14.3M +$13.3M +465,956 +27,281%
SAM
28
Shell Asset Management
Netherlands
$13.9M +$1.74K +61 +0%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$12.6M -$1.51M -52,744 -11%
Goldman Sachs
30
Goldman Sachs
New York
$11.8M +$5.14M +180,151 +88%
BCM
31
Bares Capital Management
Texas
$11.8M +$6.22M +218,069 +131%
RA
32
Royce & Associates
New York
$11.7M -$1.23M -43,102 -10%
AQR Capital Management
33
AQR Capital Management
Connecticut
$10.7M +$3.59M +125,894 +57%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$10.6M +$413K +14,479 +4%
BCM
35
Bridgeway Capital Management
Texas
$10.5M -$210K -7,374 -2%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$9.46M +$2.26M +79,312 +35%
PAM
37
Panagora Asset Management
Massachusetts
$8.68M +$2.03M +70,946 +33%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$8.09M -$679K -23,780 -8%
WIC
39
Woodmont Investment Counsel
Tennessee
$7.71M -$49.3K -1,728 -0.7%
CSC
40
Cove Street Capital
California
$7.68M -$5.15M -180,437 -42%
Citadel Advisors
41
Citadel Advisors
Florida
$7.43M +$2.27M +79,657 +49%
Two Sigma Investments
42
Two Sigma Investments
New York
$7.15M +$495K +17,348 +8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$6.12M +$345K +12,093 +6%
MHP
44
Manatuck Hill Partners
Connecticut
$5.8M +$1.15M +40,162 +27%
AG
45
Algert Global
California
$5.45M +$1.27M +44,337 +33%
Mariner
46
Mariner
Kansas
$5.37M -$78K -2,734 -2%
Prudential Financial
47
Prudential Financial
New Jersey
$4.6M +$102K +3,578 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$4.53M +$177K +6,217 +4%
EAM
49
Eagle Asset Management
Florida
$4.15M -$4.32M -151,254 -53%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.85M -$424K -14,850 -11%