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StoneX
SNEX

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: 216 → 235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.45M
4
State Street
State Street
Massachusetts
+$5.66M
5
Millennium Management
Millennium Management
New York
+$5.33M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$14.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.75M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$9.72M
4
BCM
Bridgeway Capital Management
Texas
-$8.07M
5
NTCM
Nine Ten Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
76
TD Asset Management
Ontario, Canada
$1.78M -$38.5K -1,350 -2%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$1.76M -$40.8K -1,431 -3%
Citigroup
78
Citigroup
New York
$1.74M +$566K +19,866 +60%
PI
79
Putnam Investments
Massachusetts
$1.72M +$166K +5,824 +13%
TPSF
80
Texas Permanent School Fund
Texas
$1.71M +$25.1K +882 +2%
LPL Financial
81
LPL Financial
California
$1.67M +$199K +7,002 +16%
MAM
82
Martingale Asset Management
Massachusetts
$1.66M +$92.6K +3,250 +7%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$1.65M -$159K -5,595 -10%
Canada Life
84
Canada Life
Manitoba, Canada
$1.58M -$159K -5,595 -10%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$1.55M +$301K +10,571 +29%
MCI
86
MRP Capital Investments
Georgia
$1.53M -$1.54M -54,019 -54%
UBS Group
87
UBS Group
Switzerland
$1.51M +$1.09M +38,319 +499%
MFA
88
Millington Financial Advisors
Illinois
$1.5M +$10K +352 +0.8%
NS
89
NBC Securities
Alabama
$1.43M -$184K -6,461 -13%
BIM
90
Bridgecreek Investment Management
Oklahoma
$1.38M – – –
HIP
91
HUB Investment Partners
Texas
$1.38M +$1.2M +42,188 New
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$1.34M +$73.9K +2,595 +7%
Marshall Wace
93
Marshall Wace
United Kingdom
$1.32M +$1.14M +40,169 New
TI
94
Trexquant Investment
Connecticut
$1.3M +$390K +13,694 +53%
Deutsche Bank
95
Deutsche Bank
Germany
$1.29M -$16.9K -592 -1%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.29M +$129K +4,544 +13%
ECM
97
ExodusPoint Capital Management
New York
$1.24M +$94.8K +3,327 +10%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.22M -$12.7K -447 -1%
Walleye Capital
99
Walleye Capital
New York
$1.21M +$1.05M +36,986 New
OBGC
100
O'Brien Greene & Co
Pennsylvania
$1.13M – – –
2 3
4
5 6

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.