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219 hedge funds and large institutions have $1.62B invested in StoneX in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$232M)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.69% more ownership

Funds ownership: 254.41%255.1% (+0.69%)

5% less funds holding

Funds holding: 230219 (-11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

51% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $2.21M

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
26
Increased
84
Reduced
79
Closed
36
Calls
$1.09M
Puts
$2.21M
Net Calls
-$1.13M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.01M +$55.7K +1,951 +6%
AIG
102
American International Group
New York
$995K +$24.4K +854 +3%
AA
103
Ancora Advisors
Ohio
$990K -$1.96M -68,621 -68%
OFG
104
Oxford Financial Group
Indiana
$979K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$950K -$547K -19,156 -38%
MIM
106
MetLife Investment Management
New Jersey
$943K +$18.2K +638 +2%
HIM
107
Hillsdale Investment Management
Ontario, Canada
$932K
SO
108
STRS Ohio
Ohio
$890K -$19.3K -675 -2%
ET
109
Equitable Trust
Tennessee
$873K
Amundi
110
Amundi
France
$870K +$234K +8,201 +38%
DT
111
Diversified Trust
Tennessee
$855K -$32.7K -1,147 -4%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$849K
RJFSA
113
Raymond James Financial Services Advisors
Florida
$830K
Victory Capital Management
114
Victory Capital Management
Texas
$811K -$118K -4,138 -14%
UBS Group
115
UBS Group
Switzerland
$803K +$17.2K +604 +2%
Walleye Capital
116
Walleye Capital
New York
$797K +$742K +25,994 New
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$781K +$400K +14,009 +122%
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
$767K -$185K -6,480 -21%
AB
119
Amalgamated Bank
New York
$765K -$47.1K -1,651 -6%
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$764K +$710K +24,891 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$741K +$154K +5,410 +29%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$733K
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$716K +$3.94K +138 +0.6%
TCOV
124
Trust Company of Vermont
Vermont
$712K -$81.4K -2,852 -11%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$705K