StoneX
SNEX
84 hedge funds and large institutions have $212M invested in StoneX in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
14% more funds holding
Funds holding: 74 → 84 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less capital invested
Capital invested by funds: $230M → $212M (-$17.8M)
95% less call options, than puts
Call options by funds: $49K | Put options by funds: $934K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$11.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.15M |
| 3 |
Renaissance Technologies
New York
|
+$1.12M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.05M |
| 5 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$8.11M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$3.82M |
| 3 |
RA
Royce & Associates
New York
|
-$1.93M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$621K |
| 5 |
FCAM
F&C Asset Management
Edinburgh, Scotland,
United Kingdom
|
-$505K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| $7K | +$8.11K | +1,350 | New |
|
77
Barclays
London,
United Kingdom
| $6K | +$1.58K | +263 | +30% |
|
|
RIA
78
Regal Investment Advisors
Kentwood,
Michigan
| $5K | – | – | – |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
80
BNP Paribas Financial Markets
Paris,
France
| $3.37K | +$3.69K | +614 | New |
|
|
HF
81
Hoxton Financial
Shepherdstown,
West Virginia
| $3K | +$3.35K | +557 | New |
|
82
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $220 | +$18.8K | +3,122 | +8% |
|
|
GEM
83
Global Endowment Management
Charlotte,
North Carolina
| – | -$3.82M | -630,507 | Closed |
|
84
JP Morgan Chase
New York
| – | -$408K | -67,379 | Closed |
|
85
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$15K | -2,430 | Closed |
|
86
Wells Fargo
San Francisco,
California
| – | -$12.2K | -2,025 | -100% |
|
87
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -425 | Closed |
|
|
1IC
88
1919 Investment Counsel
Baltimore,
Maryland
| – | -$3K | -338 | Closed |
|
SNEX Hedge Fund Activity: Q4 2013 in Review
84 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2013, worth a combined $212M — down 7.8% from $230M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SNEX positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Private Capital Management (Florida), opening a new position worth an estimated $11.4M. The largest seller was Bares Capital Management, cutting an estimated $8.11M.
- 84 institutional investors held StoneX (SNEX) as of Q4 2013, up from 74 in Q3 2013.
- Funds reported $212M of StoneX stock for Q4 2013, down 7.8% quarter-over-quarter.
- 15 funds opened new StoneX positions in Q4 2013 and 5 closed out, a net change of +10 holders.
- The largest StoneX buyer in Q4 2013 was Private Capital Management (Florida), an estimated $11.4M added.
- The largest StoneX seller in Q4 2013 was Bares Capital Management, an estimated $8.11M sold.
Based on aggregated 13F filings for Q4 2013.