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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$272K +$29.9K +1,049 +15%
ECM
177
Everence Capital Management
Indiana
$267K – – –
CIP
178
Convergence Investment Partners
Florida
$265K +$230K +8,064 New
SAM
179
Sawgrass Asset Management
Florida
$255K -$8.46K -297 -4%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$248K +$216K +7,569 New
Amundi
181
Amundi
France
$234K +$7.8K +274 +4%
GC
182
Guggenheim Capital
Illinois
$230K +$200K +7,013 New
QT
183
Quantbot Technologies
New York
$227K +$174K +6,116 +755%
NRD
184
Nebula Research & Development
New York
$224K +$195K +6,840 New
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
$218K -$769K -27,001 -80%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$217K +$188K +6,599 New
ACM
187
Aquatic Capital Management
Illinois
$207K +$6.41K +225 +4%
AIP
188
Ameritas Investment Partners
Nebraska
$205K +$9.57K +336 +6%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$205K +$178K +6,242 New
LCM
190
Landscape Capital Management
New Jersey
$202K +$176K +6,170 New
EC
191
EntryPoint Capital
New York
$183K +$159K +5,582 New
SG Americas Securities
192
SG Americas Securities
New York
$183K -$788K -27,648 -83%
SOW
193
State of Wyoming
Wyoming
$155K -$48.1K -1,687 -26%
C
194
Covestor
United Kingdom
$143K -$65.5K -2,299 -34%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$111K -$6.75K -237 -7%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$78.7K -$114 -4 -0.2%
QCG
197
Quadrant Capital Group
Ohio
$70.4K +$16.8K +591 +38%
KBC Group
198
KBC Group
Belgium
$66K – – –
AF
199
Allworth Financial
California
$60.2K -$142 -5 -0.3%
Osaic Holdings
200
Osaic Holdings
Arizona
$57.3K -$25.2K -884 -34%
6 7
8
9 10

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.