StoneX
SNEX
81 hedge funds and large institutions have $217M invested in StoneX in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 13 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
2% more capital invested
Capital invested by funds: $212M → $217M (+$4.88M)
4% less funds holding
Funds holding: 84 → 81 (-3)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $595K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$4.47M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$3.04M |
| 3 |
CSC
Cove Street Capital
El Segundo,
California
|
+$1.47M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
+$814K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$604K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAM
F&C Asset Management
Edinburgh, Scotland,
United Kingdom
|
-$2.99M |
| 2 |
Renaissance Technologies
New York
|
-$1.02M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$958K |
| 4 |
RA
Royce & Associates
New York
|
-$735K |
| 5 |
D.E. Shaw & Co
New York
|
-$522K |
SNEX Hedge Fund Activity: Q1 2014 in Review
81 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2014, worth a combined $217M — up 2.3% from $212M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SNEX and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 26 added.
The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $4.47M. The largest seller was F&C Asset Management, cutting an estimated $2.99M.
- 81 institutional investors held StoneX (SNEX) as of Q1 2014, down from 84 in Q4 2013.
- Funds reported $217M of StoneX stock for Q1 2014, up 2.3% quarter-over-quarter.
- 10 funds opened new StoneX positions in Q1 2014 and 13 closed out, a net change of -3 holders.
- The largest StoneX buyer in Q1 2014 was Jupiter Asset Management, an estimated $4.47M added.
- The largest StoneX seller in Q1 2014 was F&C Asset Management, an estimated $2.99M sold.
Based on aggregated 13F filings for Q1 2014.