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StoneX
SNEX

152 hedge funds and large institutions have $958M invested in StoneX in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more capital invested

Capital invested by funds: $826M → $958M (+$132M)

4.31% more ownership

Funds ownership: 247.58% → 251.89% (+4.3%)

1% more call options, than puts

Call options by funds: $523K | Put options by funds: $517K

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 155 → 152 (-3)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
20
Increased
48
Reduced
62
Closed
22
Calls
$523K
Puts
$517K
Net Calls
+$6K
Net Calls Change
-$296K

Top Buyers

1
AC
AltraVue Capital
Washington
+$14.3M
2
BlackRock
BlackRock
New York
+$7.78M
3
Brown Advisory
Brown Advisory
Maryland
+$6.9M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.99M
5
CSC
Cove Street Capital
California
+$4.19M

Top Sellers

1
PAM
Panagora Asset Management
Massachusetts
-$5.55M
2
PCMF
Private Capital Management (Florida)
Florida
-$5.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.29M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.27M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
126
Meeder Asset Management
Ohio
$127K +$117K +6,473 +4,795%
AIP
127
Ameritas Investment Partners
Nebraska
$91K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$75K +$18.2K +1,009 +35%
FQ
129
First Quadrant
California
$66K – – –
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$65K – – –
GWSG
131
GPS Wealth Strategies Group
Colorado
$42K +$39.7K +2,194 New
AF
132
Allworth Financial
California
$35K – – –
US Bancorp
133
US Bancorp
Minnesota
$33K +$25.4K +1,407 +425%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$32K +$30.5K +1,688 New
Fidelity International
135
Fidelity International
Bermuda
$23K -$4.58K -253 -18%
SWA
136
Sutton Wealth Advisors
Florida
$21K – – –
Fidelity Investments
137
Fidelity Investments
Massachusetts
$19K -$4.7K -260 -21%
HI
138
Harbour Investments
Wisconsin
$18K +$16.7K +921 New
VCM
139
Versant Capital Management
Arizona
$17K -$7.27K -402 -32%
Macquarie Group
140
Macquarie Group
Australia
$14K -$6.35K -351 -32%
QCG
141
Quadrant Capital Group
Ohio
$13K – – –
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$7K +$6.11K +338 New
GWM
143
Geneos Wealth Management
Colorado
$6K – – –
EVM
144
Eaton Vance Management
Massachusetts
$5K +$4.58K +253 New
JMF
145
Johnson Midwest Financial
Iowa
$4K – – –
PFBT
146
Parkside Financial Bank & Trust
Missouri
$3K – – –
S
147
SignatureFD
Georgia
$3K – – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.06K +169 New
TWA
149
TCI Wealth Advisors
Arizona
$2K +$1.83K +101 New
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.01K +111 New
3 4 5
6
7

SNEX Hedge Fund Activity: Q1 2021 in Review

152 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2021, worth a combined $958M — up 16% from $826M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SNEX and 20 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 48 added.

The largest buyer was AltraVue Capital, opening a new position worth an estimated $14.3M. The largest seller was Panagora Asset Management, cutting an estimated $5.55M.

  • 152 institutional investors held StoneX (SNEX) as of Q1 2021, down from 155 in Q4 2020.
  • Funds reported $958M of StoneX stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new StoneX positions in Q1 2021 and 22 closed out, a net change of -2 holders.
  • The largest StoneX buyer in Q1 2021 was AltraVue Capital, an estimated $14.3M added.
  • The largest StoneX seller in Q1 2021 was Panagora Asset Management, an estimated $5.55M sold.

Based on aggregated 13F filings for Q1 2021.