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125 hedge funds and large institutions have $515M invested in StoneX in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.02% less ownership

Funds ownership: 250.39%248.37% (-2%)

12% less funds holding

Funds holding: 142125 (-17)

26% less capital invested

Capital invested by funds: $692M → $515M (-$177M)

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
125
Holders Change
-17
Holders Change %
-11.97%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
50
Reduced
39
Closed
24
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$202K -$930K -69,903 -79%
RE
102
RBC Europe
United Kingdom
$196K
IA
103
IndexIQ Advisors
New York
$189K -$706K -53,079 -75%
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$183K +$4.94K +371 +2%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$178K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$162K +$7.36K +553 +4%
AIP
107
Ameritas Investment Partners
Nebraska
$50K
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$36K
MOACM
109
Mutual of America Capital Management
New York
$26K +$4.8K +361 +18%
AF
110
Allworth Financial
California
$19K
Lazard Asset Management
111
Lazard Asset Management
New York
$18K +$10.3K +776 +86%
LIA
112
LS Investment Advisors
Michigan
$17K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$16K +$7.32K +550 +55%
US Bancorp
114
US Bancorp
Minnesota
$15K -$11.2K -844 -38%
ASN
115
Advisory Services Network
Georgia
$15K
SWA
116
Sutton Wealth Advisors
Florida
$11.6K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$9K -$87.4K -6,568 -89%
VCM
118
Versant Capital Management
Arizona
$9K +$226 +17 +2%
QCG
119
Quadrant Capital Group
Ohio
$8K +$5.16K +388 +135%
GT
120
Glenmede Trust
Pennsylvania
$7K
NFG
121
Next Financial Group
Texas
$3K
PFBT
122
Parkside Financial Bank & Trust
Missouri
$1K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$1K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
124
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.67M -115,425 Closed
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
-$1.57M -108,675 Closed

SNEX Hedge Fund Activity: Q1 2020 in Review

125 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2020, worth a combined $515M — down 26% from $692M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SNEX and 9 opened new positions — a net loss of 15 holders — while 39 trimmed existing stakes and 50 added.

The largest buyer was Nine Ten Capital Management, adding an estimated $7.83M. The largest seller was BlackRock, cutting an estimated $2.98M.

  • 125 institutional investors held StoneX (SNEX) as of Q1 2020, down from 142 in Q4 2019.
  • Funds reported $515M of StoneX stock for Q1 2020, down 26% quarter-over-quarter.
  • 9 funds opened new StoneX positions in Q1 2020 and 24 closed out, a net change of -15 holders.
  • The largest StoneX buyer in Q1 2020 was Nine Ten Capital Management, an estimated $7.83M added.
  • The largest StoneX seller in Q1 2020 was BlackRock, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2020.