We are live on ! Find out more
SNEX icon

StoneX
SNEX

216 hedge funds and large institutions have $1.52B invested in StoneX in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.3B → $1.52B (+$217M)

2% more funds holding

Funds holding: 211 → 216 (+5)

0.13% less ownership

Funds ownership: 254.57% → 254.44% (-0.13%)

6% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.48M

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
23
Increased
69
Reduced
87
Closed
17
Calls
$1.4M
Puts
$1.48M
Net Calls
-$87K
Net Calls Change
+$1.23M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$8.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$5.88M
3
Morgan Stanley
Morgan Stanley
New York
+$5.19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$2.62M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.29M
2
NTCM
Nine Ten Capital Management
Illinois
-$4.37M
3
Millennium Management
Millennium Management
New York
-$3.48M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.31M
5
BCM
Bridgeway Capital Management
Texas
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
126
Yorktown Management & Research Company
Virginia
$620K +$297K +10,800 +100%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$605K +$120K +4,354 +26%
AIA
128
Affinity Investment Advisors
California
$578K +$2.78K +101 +0.5%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$577K – – –
OQS
130
Occudo Quantitative Strategies
Florida
$549K +$101K +3,662 +24%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$540K – – –
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$520K -$9.28K -337 -2%
ASRS
133
Arizona State Retirement System
Arizona
$515K +$9.01K +327 +2%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$514K – – –
CIC
135
Cornercap Investment Counsel
Georgia
$503K +$482K +17,499 New
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$495K +$2.78K +101 +0.6%
Wells Fargo
137
Wells Fargo
California
$484K -$332K -12,052 -42%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$477K +$7.44K +270 +2%
CIP
139
Cornerstone Investment Partners
Georgia
$461K -$14.1K -513 -3%
Citadel Advisors
140
Citadel Advisors
Florida
$455K +$218K +7,924 +100%
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$445K +$427K +15,505 New
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$438K +$74.1K +2,690 +21%
JF
143
Jump Financial
Illinois
$432K +$414K +15,046 New
DT
144
Diversified Trust
Tennessee
$427K -$99.2K -3,601 -20%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$425K -$1.52M -55,077 -79%
SO
146
STRS Ohio
Ohio
$407K -$465K -16,875 -54%
Truist Financial
147
Truist Financial
North Carolina
$395K -$75.3K -2,733 -17%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$391K -$70.7K -2,568 -16%
FHB
149
First Hawaiian Bank
Hawaii
$389K -$468 -17 -0.1%
HW
150
Hancock Whitney
Mississippi
$346K -$18.6K -675 -5%
4 5
6
7 8

SNEX Hedge Fund Activity: Q3 2023 in Review

216 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2023, worth a combined $1.52B — up 17% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SNEX positions and 17 closed out — a net gain of 6 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Van Berkom & Associates, adding an estimated $8.14M. The largest seller was BlackRock, cutting an estimated $6.29M.

  • 216 institutional investors held StoneX (SNEX) as of Q3 2023, up from 211 in Q2 2023.
  • Funds reported $1.52B of StoneX stock for Q3 2023, up 17% quarter-over-quarter.
  • 23 funds opened new StoneX positions in Q3 2023 and 17 closed out, a net change of +6 holders.
  • The largest StoneX buyer in Q3 2023 was Van Berkom & Associates, an estimated $8.14M added.
  • The largest StoneX seller in Q3 2023 was BlackRock, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.