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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
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.31K +128 New
AIG
152
American International Group
New York
$725 +$5.61K +310 +0.8%
Arrowstreet Capital
153
Arrowstreet Capital
Massachusetts
– -$3.27M -190,850 Closed
Millennium Management
154
Millennium Management
New York
– -$1.59M -92,819 Closed
Man Group
155
Man Group
United Kingdom
– -$1.23M -71,668 Closed
Squarepoint
156
Squarepoint
New York
– -$527K -30,716 Closed
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
– -$521K -30,375 Closed
AC
158
Athanor Capital
New York
– -$463K -27,000 Closed
CSS
159
Cubist Systematic Strategies
Connecticut
– -$410K -23,898 Closed
MSA
160
Mason Street Advisors
Wisconsin
– -$351K -20,476 Closed
IA
161
IndexIQ Advisors
New York
– -$334K -19,494 Closed
BIM
162
Bogle Investment Management
Massachusetts
– -$318K -18,519 Closed
ETC
163
Exchange Traded Concepts
Oklahoma
– -$316K -18,441 Closed
SEI Investments
164
SEI Investments
Pennsylvania
– -$239K -13,949 Closed
DT
165
Diversified Trust
Tennessee
– -$213K -12,423 Closed
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
– -$200K -11,671 Closed
VCG
167
Vantage Consulting Group
Virginia
– -$61K -3,534 Closed
FTDI
168
First Trust Direct Indexing
Massachusetts
– -$41K -2,393 Closed
ASN
169
Advisory Services Network
Georgia
– -$23K -1,350 Closed
PS
170
Planned Solutions
California
– -$12K -675 Closed
SIAG
171
Safeguard Investment Advisory Group
California
– -$8K -473 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$5K -327 Closed
PWPS
173
Pinnacle Wealth Planning Services
Ohio
– -$4K -206 Closed
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.