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155 hedge funds and large institutions have $826M invested in StoneX in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,745% more call options, than puts

Call options by funds: $313K | Put options by funds: $11K

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $693M → $826M (+$133M)

12% more funds holding

Funds holding: 138155 (+17)

11.74% more ownership

Funds ownership: 235.85%247.58% (+12%)

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
53
Reduced
48
Closed
12
Calls
$313K
Puts
$11K
Net Calls
+$302K
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$200K +$198K +11,671 New
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$135K +$134K +7,881 New
MOACM
128
Mutual of America Capital Management
New York
$117K +$2.75K +162 +2%
AIP
129
Ameritas Investment Partners
Nebraska
$81K
VCG
130
Vantage Consulting Group
Virginia
$61K +$59.9K +3,534 New
FQ
131
First Quadrant
California
$59K
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$58K +$57.2K +3,375 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$57K
TRCT
134
Tower Research Capital (TRC)
New York
$49K -$773K -45,620 -94%
FTDI
135
First Trust Direct Indexing
Massachusetts
$41K +$40.5K +2,393 New
AF
136
Allworth Financial
California
$31K
Fidelity International
137
Fidelity International
Bermuda
$25K +$12.9K +759 +112%
ASN
138
Advisory Services Network
Georgia
$23K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$21K
VCM
140
Versant Capital Management
Arizona
$21K
Macquarie Group
141
Macquarie Group
Australia
$19K
SWA
142
Sutton Wealth Advisors
Florida
$18.6K
QCG
143
Quadrant Capital Group
Ohio
$12K
PS
144
Planned Solutions
California
$12K +$11.4K +675 New
SIAG
145
Safeguard Investment Advisory Group
California
$8K +$8.02K +473 New
GWM
146
Geneos Wealth Management
Colorado
$7K +$6.12K +361 New
US Bancorp
147
US Bancorp
Minnesota
$6K
Simplex Trading
148
Simplex Trading
Illinois
$5K +$3.02K +178 +119%
JMF
149
Johnson Midwest Financial
Iowa
$4K +$3.49K +206 New
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$4K +$3.49K +206 New