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239 hedge funds and large institutions have $1.69B invested in StoneX in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $471K

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

2% more funds holding

Funds holding: 235239 (+4)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

3.5% less ownership

Funds ownership: 175.13%171.63% (-3.5%)

6% less capital invested

Capital invested by funds: $1.8B → $1.69B (-$110M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
35
Increased
77
Reduced
84
Closed
28
Calls
$1.04M
Puts
$471K
Net Calls
+$565K
Net Calls Change
-$645K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$12.2M -$2.09M -69,547 -15%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$12.1M -$1.72M -57,458 -13%
AQR Capital Management
28
AQR Capital Management
Connecticut
$12M +$696K +23,197 +6%
SAM
29
Shell Asset Management
Netherlands
$11.8M -$1.26M -41,978 -11%
MFWM
30
Motley Fool Wealth Management
Virginia
$11.7M -$86.2K -2,873 -0.8%
Prudential Financial
31
Prudential Financial
New Jersey
$11.2M +$3.12M +104,006 +41%
Principal Financial Group
32
Principal Financial Group
Iowa
$9.9M -$6.22M -207,358 -40%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$9.56M -$80.1K -2,669 -0.9%
MFAM
34
Motley Fool Asset Management
Virginia
$9.23M -$191K -6,374 -2%
WIC
35
Woodmont Investment Counsel
Tennessee
$9.1M +$290K +9,675 +3%
RA
36
Royce & Associates
New York
$7.98M
BCM
37
Bares Capital Management
Texas
$7.9M -$3.55M -118,125 -32%
Renaissance Technologies
38
Renaissance Technologies
New York
$7.14M +$1.56M +51,975 +29%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$6.75M -$344K -11,457 -5%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$6.53M -$149K -4,950 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$6.53M +$717K +23,884 +13%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.46M +$23.1K +770 +0.4%
CSC
43
Cove Street Capital
California
$6.32M -$534K -17,775 -8%
1SAMC
44
12th Street Asset Management Company
Tennessee
$6.18M +$180K +5,996 +3%
LCM
45
Legato Capital Management
California
$6.03M -$6.75K -225 -0.1%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$5.99M -$42.1K -1,404 -0.7%
Mariner
47
Mariner
Kansas
$5.74M +$6.54K +218 +0.1%
Man Group
48
Man Group
United Kingdom
$5.51M +$5.3M +176,578 New
Legal & General Group
49
Legal & General Group
United Kingdom
$5.46M +$46.5K +1,548 +0.9%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$5.44M +$3.23M +107,577 +161%