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StoneX

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

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.06% more ownership

Funds ownership: 243.31%244.37% (+1.1%)

0% more funds holding

Funds holding: 128128 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

24% less capital invested

Capital invested by funds: $659M → $501M (-$158M)

87% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.61M

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.85%
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
-$2.27M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Meeder Asset Management
Ohio
$33K -$17K -1,333 -30%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$33K +$6.69K +526 +21%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$29.6K +$12.4K +976 +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 +$8.89K +699 +104%
MOACM
109
Mutual of America Capital Management
New York
$14K +$4.03K +317 +31%
VCM
110
Versant Capital Management
Arizona
$13K -$4.59K -361 -22%
US Bancorp
111
US Bancorp
Minnesota
$13K
SWA
112
Sutton Wealth Advisors
Florida
$11.7K
PCM
113
Prelude Capital Management
New York
$7K +$8.71K +685 New
FHA
114
Flagship Harbor Advisors
Massachusetts
$6K
CFD
115
Creative Financial Designs
Indiana
$6K +$6.56K +516 New
NFG
116
Next Financial Group
Texas
$4K
EWM
117
Edge Wealth Management
New York
$3K
OFW
118
Omnia Family Wealth
Florida
$2K
QCG
119
Quadrant Capital Group
Ohio
$2K
GAM
120
Gemmer Asset Management
California
$2K +$2.44K +192 New
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$1K -$687 -54 -31%
AG
122
Advisor Group
Arizona
$1K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$1K
GT
124
Glenmede Trust
Pennsylvania
$5 +$6.18K +486 New
JMPWA
125
JP Morgan Private Wealth Advisors
California
-$13.7M -958,787 Closed