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StoneX
SNEX

Overview Fund Activity

128 hedge funds and large institutions have $501M invested in StoneX in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
46
Reduced
33
Closed
17
Calls
$339K
Puts
$2.61M
Net Calls
-$2.28M
Net Calls Change
-$2.29M

Top Buyers

1
PCMF
1
Private Capital Management (Florida)
Florida
$26.2M
2
CSC
2
Cove Street Capital
California
$21.6M
3
Bank of America
3
Bank of America
North Carolina
$2.67M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$21.6M
5
BlackRock
5
BlackRock
New York
$89.4M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.84M
3
SAM
3
Shell Asset Management
Netherlands
$12.1M
4
Millennium Management
4
Millennium Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
101
Meeder Asset Management
Ohio
$33K -$14.4K -889 -30%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$33K +$5.79K +351 +21%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$29.6K +$10.6K +651 +56%
CFA
104
Carroll Financial Associates
North Carolina
$29K – – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$22K – – –
LIA
106
LS Investment Advisors
Michigan
$17K – – –
ASN
107
Advisory Services Network
Georgia
$15K – – –
AF
108
Allworth Financial
California
$15K +$7.63K +466 +104%
MOACM
109
Mutual of America Capital Management
New York
$14K +$3.35K +212 +31%
VCM
110
Versant Capital Management
Arizona
$13K -$3.75K -240 -22%
US Bancorp
111
US Bancorp
Minnesota
$13K – – –
SWA
112
Sutton Wealth Advisors
Florida
$11.7K – – –
PCM
113
Prelude Capital Management
New York
$7K +$7K +457 New
FHA
114
Flagship Harbor Advisors
Massachusetts
$6K – – –
CFD
115
Creative Financial Designs
Indiana
$6K +$6K +344 New
NFG
116
Next Financial Group
Texas
$4K – – –
EWM
117
Edge Wealth Management
New York
$3K – – –
QCG
118
Quadrant Capital Group
Ohio
$2K – – –
OFW
119
Omnia Family Wealth
Florida
$2K – – –
GAM
120
Gemmer Asset Management
California
$2K +$2K +128 New
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$1K -$444 -36 -31%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
AG
123
Advisor Group
Arizona
$1K – – –
GT
124
Glenmede Trust
Pennsylvania
$5 +$5 +324 New
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
– -$13.7M -639,191 Closed
2 3 4
5
6