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202 hedge funds and large institutions have $1.28B invested in StoneX in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

10% more funds holding

Funds holding: 183202 (+19)

7% more capital invested

Capital invested by funds: $1.19B → $1.28B (+$84.5M)

1.28% more ownership

Funds ownership: 255.18%256.46% (+1.3%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

63% less call options, than puts

Call options by funds: $273K | Put options by funds: $746K

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
37
Increased
66
Reduced
69
Closed
17
Calls
$273K
Puts
$746K
Net Calls
-$473K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$27.1K
FMP
177
Financial Management Professionals
Texas
$25K +$26.4K +1,029 New
HI
178
Harbour Investments
Wisconsin
$21K
S
179
SignatureFD
Georgia
$19K +$15.8K +614 +343%
Macquarie Group
180
Macquarie Group
Australia
$18K -$19K -739 Closed
AssetMark Inc
181
AssetMark Inc
California
$18K +$5K +195 +35%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$17K +$13.6K +530 +327%
Simplex Trading
183
Simplex Trading
Illinois
$17K +$18.3K +712 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.16K +162 +59%
MAM
185
Meeder Asset Management
Ohio
$6K -$257 -10 -4%
WFA
186
Wipfli Financial Advisors
Wisconsin
$6K +$6.59K +257 New
LC
187
Lindbrook Capital
California
$5K
TWA
188
TCI Wealth Advisors
Arizona
$5K
NF
189
Norwood Financial
Pennsylvania
$4K -$4.34K -169 -50%
VCM
190
Versant Capital Management
Arizona
$4K
C
191
Covestor
United Kingdom
$3K +$2.77K +108 +771%
EWA
192
EverSource Wealth Advisors
Alabama
$3K +$3.64K +142 New
HR
193
Howe & Rusling
New York
$2K +$513 +20 +45%
BTI
194
Blue Trust Inc
Georgia
$1K
FF
195
FourThought Financial
Florida
$1K
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1K +$949 +37 New
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$1K +$949 +37 New
BIA
198
Bell Investment Advisors
California
$1K +$1.05K +41 New
GRP
199
Global Retirement Partners
California
$1K +$1.39K +54 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$208 +$213K +8,309 New