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StoneX
SNEX

235 hedge funds and large institutions have $1.8B invested in StoneX in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

115% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.06M

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$281M)

9% more funds holding

Funds holding: 216 → 235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

15% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 97

79.31% less ownership

Funds ownership: 254.44% → 175.13% (-79%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
82
Reduced
97
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.45M
4
State Street
State Street
Massachusetts
+$5.66M
5
Millennium Management
Millennium Management
New York
+$5.33M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$14.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.75M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$9.72M
4
BCM
Bridgeway Capital Management
Texas
-$8.07M
5
NTCM
Nine Ten Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
126
Amalgamated Bank
New York
$760K -$17.3K -607 -3%
TCOV
127
Trust Company of Vermont
Vermont
$756K -$28 -1 -0%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$754K -$28 -1 -0%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$750K +$610K +21,426 +1,487%
JAM
130
Jupiter Asset Management
United Kingdom
$736K -$662K -23,246 -51%
Victory Capital Management
131
Victory Capital Management
Texas
$722K -$47.4K -1,665 -7%
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$720K -$8.35K -293 -1%
YMRC
133
Yorktown Management & Research Company
Virginia
$709K – – –
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$681K -$9.17K -322 -2%
Wells Fargo
135
Wells Fargo
California
$671K +$102K +3,579 +21%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$659K – – –
Wolverine Trading
137
Wolverine Trading
Illinois
$653K +$567K +19,901 New
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$618K -$28 -1 -0%
CIC
139
Cornercap Investment Counsel
Georgia
$588K +$12K +420 +2%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$581K -$11.8K -415 -2%
ASRS
141
Arizona State Retirement System
Arizona
$579K -$8.18K -287 -2%
US Bancorp
142
US Bancorp
Minnesota
$572K +$422K +14,829 +569%
TRCT
143
Tower Research Capital (TRC)
New York
$571K +$372K +13,060 +301%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$565K – – –
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$550K +$3.96K +139 +0.8%
CIP
146
Cornerstone Investment Partners
Georgia
$526K – – –
DT
147
Diversified Trust
Tennessee
$511K +$20.3K +713 +5%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$479K -$5.04K -177 -1%
SS
149
Simplicity Solutions
Minnesota
$466K +$79.7K +2,798 +25%
SO
150
STRS Ohio
Ohio
$465K – – –
4 5
6
7 8

SNEX Hedge Fund Activity: Q4 2023 in Review

235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2023, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SNEX positions and 13 closed out — a net gain of 24 holders — while 82 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Principal Financial Group, cutting an estimated $14.1M.

  • 235 institutional investors held StoneX (SNEX) as of Q4 2023, up from 216 in Q3 2023.
  • Funds reported $1.8B of StoneX stock for Q4 2023, up 19% quarter-over-quarter.
  • 37 funds opened new StoneX positions in Q4 2023 and 13 closed out, a net change of +24 holders.
  • The largest StoneX buyer in Q4 2023 was Morgan Stanley, an estimated $30.4M added.
  • The largest StoneX seller in Q4 2023 was Principal Financial Group, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.