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137 hedge funds and large institutions have $771M invested in StoneX in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more capital invested

Capital invested by funds: $515M → $771M (+$256M)

10% more funds holding

Funds holding: 125137 (+12)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

2.29% less ownership

Funds ownership: 248.37%246.07% (-2.3%)

82% less call options, than puts

Call options by funds: $344K | Put options by funds: $1.86M

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
45
Reduced
49
Closed
14
Calls
$344K
Puts
$1.86M
Net Calls
-$1.52M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$655K +$129K +9,886 +33%
TCOV
77
Trust Company of Vermont
Vermont
$620K -$11K -843 -2%
OAM
78
Oppenheimer Asset Management
New York
$619K -$152K -11,691 -24%
CGH
79
Crossmark Global Holdings
Texas
$591K +$104K +7,999 +28%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$583K -$424K -32,603 -48%
BIM
81
Bogle Investment Management
Massachusetts
$574K -$276K -21,246 -38%
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$572K +$457K +35,100 New
JSL
83
JT Stratford LLC
Georgia
$567K +$13.6K +1,043 +3%
UBS AM
84
UBS AM
Illinois
$555K -$52K -3,993 -10%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$524K -$22.7K -1,748 -5%
OFG
86
Oxford Financial Group
Indiana
$520K
UBS Group
87
UBS Group
Switzerland
$503K -$89.4K -6,869 -18%
SG Americas Securities
88
SG Americas Securities
New York
$502K +$156K +12,009 +64%
SEI Investments
89
SEI Investments
Pennsylvania
$498K +$397K +30,544 New
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$452K +$1.18K +91 +0.3%
MIM
91
MetLife Investment Management
New Jersey
$422K
HW
92
Hancock Whitney
Mississippi
$409K -$129K -9,922 -28%
Creative Planning
93
Creative Planning
Kansas
$386K
First Trust Advisors
94
First Trust Advisors
Illinois
$369K +$295K +22,646 New
MAM
95
Meeder Asset Management
Ohio
$354K +$481 +37 +0.2%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$350K
JP Morgan Chase
97
JP Morgan Chase
New York
$337K -$238K -18,319 -47%
MSA
98
Mason Street Advisors
Wisconsin
$337K +$20.2K +1,549 +8%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$317K +$254K +19,548 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$311K -$111K -8,528 -31%