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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: 216235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 88 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$5.25M -$63.7K -2,235 -1%
Citadel Advisors
52
Citadel Advisors
Florida
$5.18M +$4.05M +142,134 +896%
Bank of America
53
Bank of America
North Carolina
$4.4M -$100K -3,518 -3%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$4.34M +$592K +20,782 +19%
Voloridge Investment Management
55
Voloridge Investment Management
Florida
$4.31M +$3.04M +106,876 +438%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.11M +$1.44M +50,661 +68%
Swiss National Bank
57
Swiss National Bank
Switzerland
$4.09M -$404K -14,175 -10%
PFC
58
Phocas Financial Corp
California
$3.62M +$60.5K +2,125 +2%
Barclays
59
Barclays
United Kingdom
$3.51M +$1.87M +65,475 +158%
HAI
60
Hennessy Advisors Inc
California
$3.38M +$2.93M +102,938 New
QC
61
Quadrature Capital
United Kingdom
$3.27M +$1.63M +57,053 +134%
MHP
62
Manatuck Hill Partners
Connecticut
$3.09M -$3.18M -111,712 -54%
CS
63
Credit Suisse
Switzerland
$3.01M +$225K +7,911 +9%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$28 -1 -0%
UBS AM
65
UBS AM
Illinois
$2.86M +$229K +8,027 +10%
EAM
66
Eagle Asset Management
Florida
$2.69M -$3.46M -121,347 -60%
WG
67
Winton Group
United Kingdom
$2.32M +$2.02M +70,767 New
Norges Bank
68
Norges Bank
Norway
$2.3M +$1.99M +69,975 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.27M +$64K +2,248 +3%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$2.26M +$339K +11,897 +21%
First Trust Advisors
71
First Trust Advisors
Illinois
$2.23M -$642K -22,550 -25%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$2.19M +$116K +4,079 +7%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.17M -$79.7K -2,799 -4%
XT
74
XTX Topco
Cayman Islands
$2.05M +$1.09M +38,425 +161%
JF
75
Jump Financial
Illinois
$1.93M +$1.25M +43,760 +291%

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.