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211 hedge funds and large institutions have $1.3B invested in StoneX in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 255.1%254.57% (-0.53%)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

4% less funds holding

Funds holding: 219211 (-8)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less capital invested

Capital invested by funds: $1.62B → $1.3B (-$315M)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

63% less call options, than puts

Call options by funds: $764K | Put options by funds: $2.08M

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
73
Reduced
77
Closed
33
Calls
$764K
Puts
$2.08M
Net Calls
-$1.31M
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$12.7M -$4.72M -176,540 -25%
Charles Schwab
27
Charles Schwab
California
$12.7M +$102K +3,804 +0.7%
SAM
28
Shell Asset Management
Netherlands
$12.3M +$1.21M +45,269 +10%
BCM
29
Bridgeway Capital Management
Texas
$9.19M +$831K +31,057 +9%
MFWM
30
Motley Fool Wealth Management
Virginia
$8.52M +$6.49M +242,629 +234%
AQR Capital Management
31
AQR Capital Management
Connecticut
$8.4M -$178K -6,662 -2%
RA
32
Royce & Associates
New York
$7.78M -$1.78M -66,487 -17%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$7.49M -$1.09M -40,622 -12%
MFAM
34
Motley Fool Asset Management
Virginia
$7.25M +$7.88M +294,570 New
WIC
35
Woodmont Investment Counsel
Tennessee
$6.86M +$740K +27,658 +11%
Goldman Sachs
36
Goldman Sachs
New York
$6.84M -$2.88M -107,481 -28%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$6.81M -$13.8M -514,201 -65%
Millennium Management
38
Millennium Management
New York
$6.07M +$4.8M +179,175 +267%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$5.65M -$2.11M -78,975 -26%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$5.58M -$992K -37,051 -14%
CSC
41
Cove Street Capital
California
$5.48M -$743K -27,749 -11%
PAM
42
Panagora Asset Management
Massachusetts
$5.21M -$1.91M -71,340 -25%
MHP
43
Manatuck Hill Partners
Connecticut
$5.07M +$452K +16,875 +9%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.84M -$80.8K -3,021 -2%
LCM
45
Legato Capital Management
California
$4.78M +$5.19M +194,106 New
Mariner
46
Mariner
Kansas
$4.41M +$115K +4,297 +2%
Legal & General Group
47
Legal & General Group
United Kingdom
$4.17M +$587K +21,917 +15%
Prudential Financial
48
Prudential Financial
New Jersey
$4.07M +$420K +15,683 +10%
EST
49
EA Series Trust
Pennsylvania
$4.06M +$4.42M +165,132 New
EF
50
Empowered Funds
Pennsylvania
$4.06M +$4.42M +165,132 New