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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
DTL
151
Dynamic Technology Lab
Singapore
$464K +$402K +14,128 New
OQS
152
Occudo Quantitative Strategies
Florida
$449K -$156K -5,460 -29%
ZIM
153
Zacks Investment Management
Illinois
$442K +$88.3K +3,098 +30%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$440K +$71.6K +2,515 +23%
Truist Financial
155
Truist Financial
North Carolina
$434K -$15.3K -537 -4%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$431K -$13.1K -460 -3%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$427K -$779K -27,329 -68%
HW
158
Hancock Whitney
Mississippi
$383K -$10.2K -357 -3%
FHB
159
First Hawaiian Bank
Hawaii
$383K -$53.6K -1,880 -14%
AIA
160
Affinity Investment Advisors
California
$383K -$241K -8,471 -42%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$375K -$109K -3,831 -25%
ProShare Advisors
162
ProShare Advisors
Maryland
$372K +$61.2K +2,147 +23%
NYLIM
163
New York Life Investment Management
New York
$369K -$10K -352 -3%
MOACM
164
Mutual of America Capital Management
New York
$347K -$370 -13 -0.1%
I
165
InceptionR
California
$342K +$297K +10,415 New
PG
166
Patten Group
Tennessee
$338K – – –
AWM
167
AE Wealth Management
Kansas
$337K +$769 +27 +0.2%
Simplex Trading
168
Simplex Trading
Illinois
$329K +$286K +10,046 New
TCMP
169
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K – – –
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$305K +$13.8K +484 +5%
Jane Street
171
Jane Street
New York
$305K +$265K +9,288 New
OAM
172
Oppenheimer Asset Management
New York
$304K -$798 -28 -0.3%
AI
173
AXS Investments
New York
$301K +$261K +9,169 New
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$299K +$260K +9,122 New
SEI Investments
175
SEI Investments
Pennsylvania
$284K -$756K -26,546 -75%
5 6
7
8 9

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.