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152 hedge funds and large institutions have $959M invested in StoneX in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more capital invested

Capital invested by funds: $888M → $959M (+$71.3M)

1.28% less ownership

Funds ownership: 249.07%247.8% (-1.3%)

4% less funds holding

Funds holding: 158152 (-6)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $536K

Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
51
Reduced
57
Closed
17
Calls
Puts
$536K
Net Calls
-$536K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.65M -$55K -2,851 -3%
LPL Financial
52
LPL Financial
California
$1.64M +$920K +47,705 +131%
Bank of America
53
Bank of America
North Carolina
$1.52M -$69K -3,577 -4%
LIC
54
Laurus Investment Counsel
Canada
$1.52M
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$20.3K -1,053 -1%
PAM
56
Panagora Asset Management
Massachusetts
$1.4M +$921K +47,750 +200%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$1.37M -$7.18K -372 -0.5%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$1.33M +$202K +10,462 +18%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.26M -$1.13M -58,341 -47%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.25M +$25.9K +1,343 +2%
AA
61
Ancora Advisors
Ohio
$1.23M +$98.3K +5,096 +9%
Citadel Advisors
62
Citadel Advisors
Florida
$1.2M -$2.13M -110,548 -64%
Man Group
63
Man Group
United Kingdom
$1.2M +$966K +50,085 +451%
GC
64
Globeflex Capital
California
$1.18M -$515K -26,700 -31%
UBS AM
65
UBS AM
Illinois
$1.15M
Comerica Bank
66
Comerica Bank
Texas
$1.08M -$23.8K -1,235 -2%
Wells Fargo
67
Wells Fargo
California
$1.02M -$584K -30,271 -37%
CS
68
Credit Suisse
Switzerland
$993K +$22.6K +1,171 +2%
Deutsche Bank
69
Deutsche Bank
Germany
$988K -$20.1K -1,043 -2%
Canada Life
70
Canada Life
Manitoba, Canada
$961K
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$897K +$135 +7 +0%
OBGC
72
O'Brien Greene & Co
Pennsylvania
$844K
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$842K -$521 -27 -0.1%
BIM
74
Bridgecreek Investment Management
Oklahoma
$824K
TPSF
75
Texas Permanent School Fund
Texas
$821K +$3.26K +169 +0.4%