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StoneX
SNEX

Overview Fund Activity

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
Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.75%
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

Top Buyers

1
State Street
State Street
Massachusetts
$28.8M
2
PFC
Phocas Financial Corp
California
$2.92M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.86M
4
BlackRock
BlackRock
New York
$148M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.39M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.42M
2
PAIM
Punch & Associates Investment Management
Minnesota
$34.4M
3
CSC
Cove Street Capital
California
$16.8M
4
Ameriprise
Ameriprise
Minnesota
$17.3M
5
PCMF
Private Capital Management (Florida)
Florida
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$200K +$200K +7,781 New
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$135K +$135K +5,254 New
MOACM
128
Mutual of America Capital Management
New York
$117K +$2.78K +108 +2%
AIP
129
Ameritas Investment Partners
Nebraska
$81K – – –
VCG
130
Vantage Consulting Group
Virginia
$61K +$61K +2,356 New
FQ
131
First Quadrant
California
$59K – – –
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$58K +$58K +2,250 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$57K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$49K -$778K -30,413 -94%
FTDI
135
First Trust Direct Indexing
Massachusetts
$41K +$41K +1,595 New
AF
136
Allworth Financial
California
$31K – – –
Fidelity International
137
Fidelity International
Bermuda
$25K +$13.2K +506 +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 +$12K +450 New
SIAG
145
Safeguard Investment Advisory Group
California
$8K +$8K +315 New
GWM
146
Geneos Wealth Management
Colorado
$7K +$7K +241 New
US Bancorp
147
US Bancorp
Minnesota
$6K – – –
Simplex Trading
148
Simplex Trading
Illinois
$5K +$2.73K +119 +120%
JMF
149
Johnson Midwest Financial
Iowa
$4K +$4K +137 New
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$4K +$4K +137 New
3 4 5
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