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230 hedge funds and large institutions have $1.38B invested in StoneX in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

31% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.26M

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

14% more funds holding

Funds holding: 202230 (+28)

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$106M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.05% less ownership

Funds ownership: 256.46%254.41% (-2.1%)

Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
82
Reduced
70
Closed
9
Calls
$2.95M
Puts
$2.26M
Net Calls
+$696K
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
151
Cornerstone Investment Partners
Georgia
$502K -$9.38K -338 -2%
LCM
152
Legato Capital Management
California
$478K -$4.84M -174,420 -91%
DCM
153
Dean Capital Management
Kansas
$478K -$1.2M -43,419 -72%
DTL
154
Dynamic Technology Lab
Singapore
$464K +$456K +16,443 New
ASRS
155
Arizona State Retirement System
Arizona
$463K +$18.3K +661 +4%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$457K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$446K +$472 +17 +0.1%
Lido Advisors
158
Lido Advisors
California
$427K +$29.4K +1,060 +8%
YMRC
159
Yorktown Management & Research Company
Virginia
$419K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$413K -$1.78M -64,030 -81%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$411K +$9.35K +337 +2%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$391K -$56.2K -2,025 -13%
MOACM
163
Mutual of America Capital Management
New York
$344K +$17.2K +621 +5%
CG
164
Colony Group
Massachusetts
$343K +$337K +12,150 New
Janus Henderson Group
165
Janus Henderson Group
United Kingdom
$323K
CIP
166
Convergence Investment Partners
Florida
$322K +$316K +11,404 New
AWM
167
AE Wealth Management
Kansas
$318K
GC
168
Guggenheim Capital
Illinois
$304K +$35.3K +1,272 +13%
PG
169
Patten Group
Tennessee
$291K +$286K +10,294 New
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$272K -$134K -4,847 -33%
TCMP
171
Thrive Capital Management (Pennsylvania)
Pennsylvania
$270K
ProShare Advisors
172
ProShare Advisors
Maryland
$259K +$254K +9,167 New
SS
173
Simplicity Solutions
Minnesota
$253K -$125K -4,489 -33%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$246K +$24.7K +891 +11%
Sumitomo Mitsui Trust Group
175
Sumitomo Mitsui Trust Group
Japan
$237K +$233K +8,400 New