We are live on ! Find out more
SNEX icon

StoneX

152 hedge funds and large institutions have $959M invested in StoneX in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more capital invested

Capital invested by funds: $888M → $959M (+$71.3M)

1.28% less ownership

Funds ownership: 249.07%247.8% (-1.3%)

4% less funds holding

Funds holding: 158152 (-6)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $536K

Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
11
Increased
51
Reduced
57
Closed
17
Calls
Puts
$536K
Net Calls
-$536K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
126
State of Wyoming
Wyoming
$132K -$3.65K -189 -3%
UBS Group
127
UBS Group
Switzerland
$106K -$96.1K -4,982 -48%
AIP
128
Ameritas Investment Partners
Nebraska
$92K
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$65K
TRCT
130
Tower Research Capital (TRC)
New York
$61K +$27.7K +1,435 +84%
Simplex Trading
131
Simplex Trading
Illinois
$60K +$6.5K +337 +11%
GWSG
132
GPS Wealth Strategies Group
Colorado
$43K
AF
133
Allworth Financial
California
$35K
MAM
134
Meeder Asset Management
Ohio
$35K +$270 +14 +0.8%
US Bancorp
135
US Bancorp
Minnesota
$33K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$32K
SWA
137
Sutton Wealth Advisors
Florida
$21.2K
QCG
138
Quadrant Capital Group
Ohio
$20K
HI
139
Harbour Investments
Wisconsin
$19K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$16K
Macquarie Group
141
Macquarie Group
Australia
$14K
ST
142
Sageworth Trust
Pennsylvania
$7K
RTL
143
Red Tortoise LLC
Georgia
$7K +$5.79K +300 New
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.24K +64 +33%
GWM
145
Geneos Wealth Management
Colorado
$4K -$2.99K -155 -43%
JMF
146
Johnson Midwest Financial
Iowa
$4K
ST
147
Smithfield Trust
Pennsylvania
$4K +$3.84K +199 New
S
148
SignatureFD
Georgia
$3K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$3K +$135 +7 +4%
TWA
150
TCI Wealth Advisors
Arizona
$3K +$907 +47 +36%