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StoneX
SNEX

235 hedge funds and large institutions have $1.8B invested in StoneX in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

115% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.06M

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$281M)

9% more funds holding

Funds holding: 216 → 235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

15% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 97

79.31% less ownership

Funds ownership: 254.44% → 175.13% (-79%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
82
Reduced
97
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.45M
4
State Street
State Street
Massachusetts
+$5.66M
5
Millennium Management
Millennium Management
New York
+$5.33M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$14.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.75M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$9.72M
4
BCM
Bridgeway Capital Management
Texas
-$8.07M
5
NTCM
Nine Ten Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMRF
101
Illinois Municipal Retirement Fund
Illinois
$1.12M -$13.3K -466 -1%
AIG
102
American International Group
New York
$1.08M -$7.86K -276 -0.8%
AA
103
Ancora Advisors
Ohio
$1.07M – – –
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$1.07M -$1.34K -47 -0.1%
CCG
105
Chatham Capital Group
Georgia
$1.06M +$918K +32,231 New
OFG
106
Oxford Financial Group
Indiana
$1.05M -$28 -1 -0%
PP
107
PDT Partners
New York
$1.04M -$1.31K -46 -0.1%
ET
108
Equitable Trust
Tennessee
$1.03M +$85.4K +2,998 +11%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M -$17.1K -601 -2%
MIM
110
MetLife Investment Management
New Jersey
$1.01M -$28 -1 -0%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$1.01M +$73.6K +2,582 +9%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$997K -$9.63K -338 -1%
YCM
113
Yousif Capital Management
Michigan
$982K -$104K -3,643 -11%
GCP
114
GSA Capital Partners
United Kingdom
$963K +$88.8K +3,116 +12%
SIM
115
SummerHaven Investment Management
Connecticut
$912K +$10.3K +362 +1%
Comerica Bank
116
Comerica Bank
Texas
$912K +$2.54K +89 +0.3%
AG
117
Algert Global
California
$904K -$1.31M -45,922 -62%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$891K +$773K +27,146 New
CCIA
119
Campbell & Co Investment Adviser
Maryland
$889K +$772K +27,104 New
RJFSA
120
Raymond James Financial Services Advisors
Florida
$887K -$1.85K -65 -0.2%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$834K +$215K +7,537 +42%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$831K +$722K +25,353 New
HCA
123
Harbour Capital Advisors
Virginia
$801K +$707K +24,829 New
VOYA Investment Management
124
VOYA Investment Management
Georgia
$795K +$7.46K +262 +1%
AIM
125
Aigen Investment Management
New York
$770K +$669K +23,479 New
3 4
5
6 7

SNEX Hedge Fund Activity: Q4 2023 in Review

235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2023, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SNEX positions and 13 closed out — a net gain of 24 holders — while 82 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Principal Financial Group, cutting an estimated $14.1M.

  • 235 institutional investors held StoneX (SNEX) as of Q4 2023, up from 216 in Q3 2023.
  • Funds reported $1.8B of StoneX stock for Q4 2023, up 19% quarter-over-quarter.
  • 37 funds opened new StoneX positions in Q4 2023 and 13 closed out, a net change of +24 holders.
  • The largest StoneX buyer in Q4 2023 was Morgan Stanley, an estimated $30.4M added.
  • The largest StoneX seller in Q4 2023 was Principal Financial Group, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.