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128 hedge funds and large institutions have $659M invested in StoneX in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

2% more funds holding

Funds holding: 126128 (+2)

4.31% less ownership

Funds ownership: 247.61%243.31% (-4.3%)

8% less capital invested

Capital invested by funds: $716M → $659M (-$57.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
44
Reduced
37
Closed
10
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$57K
CFA
102
Carroll Financial Associates
North Carolina
$38K +$42.7K +2,673 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$35K -$160 -10 -0.4%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$30K
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$25.2K -$1.2K -75 -4%
VCM
106
Versant Capital Management
Arizona
$23K
LIA
107
LS Investment Advisors
Michigan
$22K
ASN
108
Advisory Services Network
Georgia
$19K
US Bancorp
109
US Bancorp
Minnesota
$17K -$16.2K -1,012 -46%
SWA
110
Sutton Wealth Advisors
Florida
$15.5K
MOACM
111
Mutual of America Capital Management
New York
$14K +$13.1K +817 +417%
AF
112
Allworth Financial
California
$10K -$10.8K -675 -50%
FHA
113
Flagship Harbor Advisors
Massachusetts
$8K +$9.44K +591 New
GRP
114
Global Retirement Partners
California
$5K
NFG
115
Next Financial Group
Texas
$5K +$5.4K +338 New
EWM
116
Edge Wealth Management
New York
$3K
QCG
117
Quadrant Capital Group
Ohio
$3K
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.09K +68 +63%
OFW
119
Omnia Family Wealth
Florida
$2K
PA
120
Parallel Advisors
California
$2K
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$2K
TRCT
122
Tower Research Capital (TRC)
New York
$2K +$1.77K +111 New
AG
123
Advisor Group
Arizona
$1K
ME
124
McIlrath & Eck
Washington
$1K
PFBT
125
Parkside Financial Bank & Trust
Missouri
$1K