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125 hedge funds and large institutions have $515M invested in StoneX in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.02% less ownership

Funds ownership: 250.39%248.37% (-2%)

12% less funds holding

Funds holding: 142125 (-17)

26% less capital invested

Capital invested by funds: $692M → $515M (-$177M)

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
125
Holders Change
-17
Holders Change %
-11.97%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
50
Reduced
39
Closed
24
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
76
Trust Company of Vermont
Vermont
$418K
UBS AM
77
UBS AM
Illinois
$409K +$244K +18,337 +93%
UBS Group
78
UBS Group
Switzerland
$406K -$424K -31,870 -46%
AIG
79
American International Group
New York
$399K -$24.5K -1,839 -5%
HW
80
Hancock Whitney
Mississippi
$376K +$466K +35,029 New
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$374K +$19.4K +1,461 +4%
JSL
82
JT Stratford LLC
Georgia
$362K +$449K +33,740 New
WG
83
Winton Group
United Kingdom
$351K +$434K +32,626 New
OFG
84
Oxford Financial Group
Indiana
$343K +$425K +31,904 New
SO
85
STRS Ohio
Ohio
$337K +$418K +31,388 New
Citigroup
86
Citigroup
New York
$326K -$225K -16,872 -36%
CGH
87
Crossmark Global Holdings
Texas
$303K +$3.14K +236 +0.8%
COPPSERS
88
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$297K +$120K +9,025 +48%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$296K +$6.87K +516 +2%
MIM
90
MetLife Investment Management
New Jersey
$278K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$277K -$97.2K -7,307 -21%
Creative Planning
92
Creative Planning
Kansas
$254K +$98.6K +7,408 +46%
Public Employees Retirement Association of Colorado
93
Public Employees Retirement Association of Colorado
Colorado
$248K
MAM
94
Meeder Asset Management
Ohio
$234K +$247K +18,532 +579%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$231K +$30.4K +2,281 +12%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$231K
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$230K
AG
98
Aperio Group
California
$211K -$21.4K -1,610 -8%
American Century Companies
99
American Century Companies
Missouri
$211K +$262K +19,676 New
MSA
100
Mason Street Advisors
Wisconsin
$206K

SNEX Hedge Fund Activity: Q1 2020 in Review

125 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2020, worth a combined $515M — down 26% from $692M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SNEX and 9 opened new positions — a net loss of 15 holders — while 39 trimmed existing stakes and 50 added.

The largest buyer was Nine Ten Capital Management, adding an estimated $7.83M. The largest seller was BlackRock, cutting an estimated $2.98M.

  • 125 institutional investors held StoneX (SNEX) as of Q1 2020, down from 142 in Q4 2019.
  • Funds reported $515M of StoneX stock for Q1 2020, down 26% quarter-over-quarter.
  • 9 funds opened new StoneX positions in Q1 2020 and 24 closed out, a net change of -15 holders.
  • The largest StoneX buyer in Q1 2020 was Nine Ten Capital Management, an estimated $7.83M added.
  • The largest StoneX seller in Q1 2020 was BlackRock, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2020.