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StoneX
SNEX

235 hedge funds and large institutions have $1.8B invested in StoneX in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

115% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.06M

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$281M)

9% more funds holding

Funds holding: 216 → 235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

15% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 97

79.31% less ownership

Funds ownership: 254.44% → 175.13% (-79%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
82
Reduced
97
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.45M
4
State Street
State Street
Massachusetts
+$5.66M
5
Millennium Management
Millennium Management
New York
+$5.33M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$14.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.75M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$9.72M
4
BCM
Bridgeway Capital Management
Texas
-$8.07M
5
NTCM
Nine Ten Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$14.8M -$3.14M -110,082 -20%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$14.6M -$9.75M -342,435 -44%
SAM
28
Shell Asset Management
Netherlands
$13M -$2.86M -100,246 -20%
MFWM
29
Motley Fool Wealth Management
Virginia
$12.3M +$901K +31,634 +9%
BCM
30
Bares Capital Management
Texas
$12.2M -$4.71M -165,375 -31%
AQR Capital Management
31
AQR Capital Management
Connecticut
$11.9M -$352K -12,349 -3%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$10.1M +$446K +15,671 +5%
Millennium Management
33
Millennium Management
New York
$10.1M +$5.33M +187,157 +156%
MFAM
34
Motley Fool Asset Management
Virginia
$9.91M +$352K +12,345 +4%
Goldman Sachs
35
Goldman Sachs
New York
$9.75M +$378K +13,261 +5%
WIC
36
Woodmont Investment Counsel
Tennessee
$9.24M -$233K -8,176 -3%
RA
37
Royce & Associates
New York
$8.39M -$1.59M -55,878 -18%
Prudential Financial
38
Prudential Financial
New Jersey
$8.31M +$2.72M +95,312 +60%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$7.47M -$41.8K -1,468 -0.6%
CSC
40
Cove Street Capital
California
$7.22M -$312K -10,966 -5%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$7.03M +$1.53M +53,550 +33%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.77M +$241K +8,445 +4%
LCM
43
Legato Capital Management
California
$6.34M -$23.1K -811 -0.4%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$6.34M -$579K -20,341 -10%
1SAMC
45
12th Street Asset Management Company
Tennessee
$6.3M +$1.24M +43,668 +29%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$6.07M +$893K +31,362 +20%
Two Sigma Investments
47
Two Sigma Investments
New York
$6.05M +$3.53M +123,818 +205%
Mariner
48
Mariner
Kansas
$6.03M +$82.6K +2,901 +2%
Renaissance Technologies
49
Renaissance Technologies
New York
$5.8M +$2.16M +75,822 +75%
Legal & General Group
50
Legal & General Group
United Kingdom
$5.69M +$82.7K +2,904 +2%
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SNEX Hedge Fund Activity: Q4 2023 in Review

235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2023, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SNEX positions and 13 closed out — a net gain of 24 holders — while 82 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Principal Financial Group, cutting an estimated $14.1M.

  • 235 institutional investors held StoneX (SNEX) as of Q4 2023, up from 216 in Q3 2023.
  • Funds reported $1.8B of StoneX stock for Q4 2023, up 19% quarter-over-quarter.
  • 37 funds opened new StoneX positions in Q4 2023 and 13 closed out, a net change of +24 holders.
  • The largest StoneX buyer in Q4 2023 was Morgan Stanley, an estimated $30.4M added.
  • The largest StoneX seller in Q4 2023 was Principal Financial Group, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.