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125 hedge funds and large institutions have $574M invested in StoneX in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.97% more ownership

Funds ownership: 231%240.97% (+10%)

5% more capital invested

Capital invested by funds: $546M → $574M (+$28M)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

9% more call options, than puts

Call options by funds: $255K | Put options by funds: $235K

4% less funds holding

Funds holding: 130125 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
9
Increased
46
Reduced
42
Closed
13
Calls
$255K
Puts
$235K
Net Calls
+$20K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$27K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$26K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$26K +$25.5K +2,025 New
CG
104
Cutler Group
California
$26K +$26K +2,062 New
US Bancorp
105
US Bancorp
Minnesota
$22K +$5.32K +422 +31%
VCM
106
Versant Capital Management
Arizona
$20K
LIA
107
LS Investment Advisors
Michigan
$20K +$2.04K +162 +12%
CIP
108
Convergence Investment Partners
Florida
$19K +$18.7K +1,482 New
ASN
109
Advisory Services Network
Georgia
$17K
AF
110
Allworth Financial
California
$17K
MAM
111
Meeder Asset Management
Ohio
$15K -$21.6K -1,714 -60%
SWA
112
Sutton Wealth Advisors
Florida
$13.7K
NWM
113
Northwest Wealth Management
Iowa
$9K +$8.52K +675 New
SEI Investments
114
SEI Investments
Pennsylvania
$8K +$2.85K +226 +53%
FMA
115
FNY Managed Accounts
New York
$4K +$1.49K +118 +45%
GRP
116
Global Retirement Partners
California
$4K +$4.26K +338 New
QCG
117
Quadrant Capital Group
Ohio
$3K
OFW
118
Omnia Family Wealth
Florida
$2K
PA
119
Parallel Advisors
California
$2K
AG
120
Advisor Group
Arizona
$1K -$6.09K -483 -85%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$1K
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$1K
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$1K
QI
124
QS Investors
New York
-$2.66M -211,322 Closed
SO
125
STRS Ohio
Ohio
-$774K -61,425 Closed