We are live on ! Find out more

158 hedge funds and large institutions have $888M invested in StoneX in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

4% more funds holding

Funds holding: 152158 (+6)

2% more call options, than puts

Call options by funds: $425K | Put options by funds: $418K

2.82% less ownership

Funds ownership: 251.89%249.07% (-2.8%)

7% less capital invested

Capital invested by funds: $958M → $888M (-$70.1M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
24
Increased
56
Reduced
49
Closed
18
Calls
$425K
Puts
$418K
Net Calls
+$7K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$6K
ST
152
Sageworth Trust
Pennsylvania
$6K +$6.55K +338 New
JMF
153
Johnson Midwest Financial
Iowa
$4K
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.32K +68 +53%
S
155
SignatureFD
Georgia
$3K
PFBT
156
Parkside Financial Bank & Trust
Missouri
$3K +$252 +13 +9%
TWA
157
TCI Wealth Advisors
Arizona
$2K +$601 +31 +31%
AIG
158
American International Group
New York
$661 -$13.2K -682 -2%
Brown Advisory
159
Brown Advisory
Maryland
-$7.39M -381,665 Closed
First Trust Advisors
160
First Trust Advisors
Illinois
-$4.13M -213,415 Closed
Stifel Financial
161
Stifel Financial
Missouri
-$2.82M -145,368 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.44M -126,239 Closed
MSL
163
Mackay Shields LLC
New York
-$1.74M -89,775 Closed
JSL
164
JT Stratford LLC
Georgia
-$730K -37,662 Closed
SO
165
STRS Ohio
Ohio
-$640K -33,075 Closed
SFS
166
Sowell Financial Services
Arkansas
-$466K -24,671 Closed
ECM
167
Everence Capital Management
Indiana
-$267K -13,804 Closed
LIA
168
LS Investment Advisors
Michigan
-$258K -13,308 Closed
SG Americas Securities
169
SG Americas Securities
New York
-$231K -11,904 Closed
CG
170
Colony Group
Massachusetts
-$209K -10,800 Closed
RJFSA
171
Raymond James Financial Services Advisors
Florida
-$204K -10,554 Closed
FQ
172
First Quadrant
California
-$66K -3,422 Closed
VCM
173
Versant Capital Management
Arizona
-$17K -864 Closed
OSAM
174
O'Shaughnessy Asset Management
Connecticut
-$7K -338 Closed
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
-$3K -169 Closed