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StoneX
SNEX

216 hedge funds and large institutions have $1.52B invested in StoneX in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.3B → $1.52B (+$217M)

2% more funds holding

Funds holding: 211 → 216 (+5)

0.13% less ownership

Funds ownership: 254.57% → 254.44% (-0.13%)

6% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.48M

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
23
Increased
69
Reduced
87
Closed
17
Calls
$1.4M
Puts
$1.48M
Net Calls
-$87K
Net Calls Change
+$1.23M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$8.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$5.88M
3
Morgan Stanley
Morgan Stanley
New York
+$5.19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$2.62M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.29M
2
NTCM
Nine Ten Capital Management
Illinois
-$4.37M
3
Millennium Management
Millennium Management
New York
-$3.48M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.31M
5
BCM
Bridgeway Capital Management
Texas
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
1SAMC
51
12th Street Asset Management Company
Tennessee
$4.26M +$130K +4,729 +3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.98M +$55.8K +2,025 +1%
Bank of America
53
Bank of America
North Carolina
$3.95M +$1.96M +71,334 +108%
Millennium Management
54
Millennium Management
New York
$3.44M -$3.48M -126,522 -51%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$3.2M +$1.74M +63,106 +130%
PFC
56
Phocas Financial Corp
California
$3.11M -$4.08K -148 -0.1%
Renaissance Technologies
57
Renaissance Technologies
New York
$2.9M -$1.46M -52,988 -34%
First Trust Advisors
58
First Trust Advisors
Illinois
$2.6M +$753K +27,324 +43%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$2.55M -$330K -11,998 -12%
CS
60
Credit Suisse
Switzerland
$2.41M +$7.99K +290 +0.3%
UBS AM
61
UBS AM
Illinois
$2.27M – – –
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M -$855K -31,026 -29%
AG
63
Algert Global
California
$2.11M -$1.9M -69,053 -48%
EF
64
Empowered Funds
Pennsylvania
$2.09M -$2.55M -92,468 -56%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.98M -$172K -6,237 -8%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.92M – – –
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$1.8M -$108K -3,932 -6%
Two Sigma Investments
68
Two Sigma Investments
New York
$1.74M -$186K -6,763 -10%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$1.64M -$101K -3,662 -6%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$1.61M +$366K +13,297 +31%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$1.6M -$353K -12,825 -19%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.59M -$47.2K -1,715 -3%
Canada Life
73
Canada Life
Manitoba, Canada
$1.55M +$27.7K +1,006 +2%
TPSF
74
Texas Permanent School Fund
Texas
$1.47M -$31.3K -1,137 -2%
NS
75
NBC Securities
Alabama
$1.43M +$1.38M +49,967 New
1 2
3
4 5

SNEX Hedge Fund Activity: Q3 2023 in Review

216 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2023, worth a combined $1.52B — up 17% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SNEX positions and 17 closed out — a net gain of 6 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Van Berkom & Associates, adding an estimated $8.14M. The largest seller was BlackRock, cutting an estimated $6.29M.

  • 216 institutional investors held StoneX (SNEX) as of Q3 2023, up from 211 in Q2 2023.
  • Funds reported $1.52B of StoneX stock for Q3 2023, up 17% quarter-over-quarter.
  • 23 funds opened new StoneX positions in Q3 2023 and 17 closed out, a net change of +6 holders.
  • The largest StoneX buyer in Q3 2023 was Van Berkom & Associates, an estimated $8.14M added.
  • The largest StoneX seller in Q3 2023 was BlackRock, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.