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StoneX

SNEX

Market cap $8.98B

128 hedge funds and large institutions have $659M invested in StoneX in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New

Increased

Maintained

Reduced

Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

2% more funds holding

Funds holding: 126 → 128 (+2)

4.31% less ownership

Funds ownership: 247.61% → 243.31% (-4.3%)

8% less capital invested

Capital invested by funds: $716M → $659M (-$57.5M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders

128

Holders Change

Holders Change %

+1.59%

% of All Funds

2.93%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-25%

% of All Funds

0.07%

New

Increased

Reduced

Closed

Calls

$16K

Puts

–

Net Calls

+$16K

Net Calls Change

-$21K

Top Buyers

1	Fidelity Investments Boston, Massachusetts	+$7.72M
2	VBA Van Berkom & Associates Montreal, Quebec, Canada	+$4.36M
3	BlackRock New York	+$2.84M
4	Goldman Sachs New York	+$2.61M
5	State Street Boston, Massachusetts	+$1.82M

Top Sellers

1	O OppenheimerFunds New York	-$20.6M
2	Wellington Management Group Boston, Massachusetts	-$9.28M
3	AQR Capital Management Greenwich, Connecticut	-$2.02M
4	MHP Manatuck Hill Partners Westport, Connecticut	-$1.93M
5	PCMF Private Capital Management (Florida) Naples, Florida	-$1.66M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
126	MHP 126 Manatuck Hill Partners Westport, Connecticut	–	-$1.93M	-125,888	Closed
127	127 First Trust Advisors Wheaton, Illinois	–	-$918K	-59,937	Closed
128	ARTA 128 A.R.T. Advisors New York	–	-$677K	-44,240	Closed
129	129 Wolverine Trading Chicago, Illinois	–	-$241K	-19,028	Closed
130	CG 130 Caprock Group Boise, Idaho	–	-$265K	-17,294	Closed
131	PIA 131 Piedmont Investment Advisors Durham, North Carolina	–	-$189K	-12,305	Closed
132	RQS 132 Ramsey Quantitative Systems Louisville, Kentucky	–	-$41K	-2,649	Closed
133	133 Simplex Trading Chicago, Illinois	–	-$39.3K	-2,460	Closed
134	134 CAPTRUST Financial Advisors Raleigh, North Carolina	–	-$31K	-2,025	Closed
135	135 SEI Investments Oaks, Pennsylvania	–	-$13K	-851	Closed
136	JA 136 JOYN Advisors Atlanta, Georgia	–	-$367	-23	-40%
137	CAG 137 Csenge Advisory Group Clearwater, Florida	–	+$224	+14	New
138	CIR 138 Clear Investment Research Alpharetta, Georgia	–	+$320	+20	New