We are live on ! Find out more

211 hedge funds and large institutions have $1.3B invested in StoneX in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 255.1%254.57% (-0.53%)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

4% less funds holding

Funds holding: 219211 (-8)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less capital invested

Capital invested by funds: $1.62B → $1.3B (-$315M)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

63% less call options, than puts

Call options by funds: $764K | Put options by funds: $2.08M

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
73
Reduced
77
Closed
33
Calls
$764K
Puts
$2.08M
Net Calls
-$1.31M
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$276K
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$271K +$294K +11,003 New
OAM
153
Oppenheimer Asset Management
New York
$268K -$3.88K -145 -1%
YMRC
154
Yorktown Management & Research Company
Virginia
$266K -$108K -4,050 -27%
BCM
155
BTC Capital Management
Iowa
$257K +$280K +10,476 New
PG
156
Patten Group
Tennessee
$253K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$240K -$28.8K -1,077 -11%
TCMP
158
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K
ProShare Advisors
159
ProShare Advisors
Maryland
$231K +$21.1K +789 +9%
Nomura Holdings
160
Nomura Holdings
Japan
$224K +$244K +9,106 New
VF
161
Virtu Financial
New York
$213K +$231K +8,637 New
ZIM
162
Zacks Investment Management
Illinois
$213K -$33.5K -1,252 -13%
Citadel Advisors
163
Citadel Advisors
Florida
$195K -$6.27M -234,184 -97%
Amundi
164
Amundi
France
$192K -$590K -22,045 -74%
PI
165
PEAK6 Investments
Illinois
$186K +$202K +7,536 New
DA
166
Denali Advisors
California
$168K -$2.1M -78,628 -92%
C
167
Covestor
United Kingdom
$127K -$19.1K -713 -12%
TRCT
168
Tower Research Capital (TRC)
New York
$124K +$97.3K +3,634 +256%
AIP
169
Ameritas Investment Partners
Nebraska
$116K
SOW
170
State of Wyoming
Wyoming
$103K +$31.9K +1,192 +40%
KBC Group
171
KBC Group
Belgium
$100K -$20K -749 -16%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$79.3K
UFF
173
USA Financial Formulas
Michigan
$66K -$3.35K -125 -4%
CMBA
174
C.M. Bidwell & Associates
Hawaii
$65K
AssetMark Inc
175
AssetMark Inc
California
$47.8K +$17.2K +642 +49%