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StoneX
SNEX

Overview Fund Activity

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, 180 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
180
Reduced
18
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$104M
5
State Street
5
State Street
Massachusetts
$80.2M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.6M
4
EF
4
Empowered Funds
Pennsylvania
$0
5
EAM
5
Eagle Asset Management
Florida
$2.69M
Name Market Value Shares Shares
Change 		Shares
Change %
DTL
151
Dynamic Technology Lab
Singapore
$464K 6,279 +6,279 New
OQS
152
Occudo Quantitative Strategies
Florida
$449K 6,077 +408 +7%
ZIM
153
Zacks Investment Management
Illinois
$442K 5,991 +2,915 +95%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$440K 5,957 +2,731 +85%
Truist Financial
155
Truist Financial
North Carolina
$434K 5,880 +1,801 +44%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$431K 5,842 +1,811 +45%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$427K 5,788 -6,168 -52%
HW
158
Hancock Whitney
Mississippi
$383K 5,189 +1,624 +46%
FHB
159
First Hawaiian Bank
Hawaii
$383K 5,187 +1,172 +29%
AIA
160
Affinity Investment Advisors
California
$383K 5,184 -782 -13%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$375K 5,073 +556 +12%
ProShare Advisors
162
ProShare Advisors
Maryland
$372K 5,033 +2,314 +85%
NYLIM
163
New York Life Investment Management
New York
$369K 5,002 +1,563 +45%
MOACM
164
Mutual of America Capital Management
New York
$347K 4,695 +1,561 +50%
I
165
InceptionR
California
$342K 4,629 +4,629 New
PG
166
Patten Group
Tennessee
$338K 4,575 +1,525 +50%
AWM
167
AE Wealth Management
Kansas
$337K 5,004 +1,676 +50%
Simplex Trading
168
Simplex Trading
Illinois
$329K 4,465 +4,465 New
TCMP
169
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K 4,242 +1,414 +50%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$305K 4,127 +1,519 +58%
Jane Street
171
Jane Street
New York
$305K 4,128 +4,128 New
OAM
172
Oppenheimer Asset Management
New York
$304K 4,111 +1,362 +50%
AI
173
AXS Investments
New York
$301K 4,075 +4,075 New
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$299K 4,054 +4,054 New
SEI Investments
175
SEI Investments
Pennsylvania
$284K 3,844 -6,584 -63%
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