We are live on ! Find out more

219 hedge funds and large institutions have $1.62B invested in StoneX in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$232M)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.69% more ownership

Funds ownership: 254.41%255.1% (+0.69%)

5% less funds holding

Funds holding: 230219 (-11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

51% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $2.21M

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
26
Increased
84
Reduced
79
Closed
36
Calls
$1.09M
Puts
$2.21M
Net Calls
-$1.13M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$3.94K -$4.03K -141 -52%
Creative Planning
202
Creative Planning
Kansas
$2.07K +$1.94K +68 New
BTI
203
Blue Trust Inc
Georgia
$2K
AAS
204
Ameritas Advisory Services
Nebraska
$1.52K +$1.46K +51 New
GRP
205
Global Retirement Partners
California
$1.52K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$1.45K -$285 -10 -18%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$1.35K
BAM
208
Belpointe Asset Management
Nevada
$1.35K +$285 +10 +29%
FCA
209
Fortis Capital Advisors
Kansas
$1.35K +$285 +10 +29%
BIA
210
Bell Investment Advisors
California
$1.24K
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$1K
SWM
212
Spire Wealth Management
Virginia
$828 +$771 +27 New
SC
213
Schubert & Co
Texas
$518 +$485 +17 New
JWA
214
JFS Wealth Advisors
Pennsylvania
$415 +$314 +11 +367%
ECM
215
Everence Capital Management
Indiana
$250
SIC
216
SJS Investment Consulting
Ohio
$208 +$200 +7 New
DI
217
Disciplined Investments
Oklahoma
$207 +$114 +4 +133%
AF
218
Advisornet Financial
Minnesota
$104 +$86 +3 New
Man Group
219
Man Group
United Kingdom
-$9.18M -325,185 Closed
HF
220
HRT Financial
New York
-$5.25M -185,844 Closed
Lord, Abbett & Co
221
Lord, Abbett & Co
New Jersey
-$3.57M -126,323 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.11M -110,025 Closed
EI
223
EAM Investors
California
-$2.77M -97,966 Closed
QC
224
Quadrature Capital
United Kingdom
-$2.38M -84,301 Closed
EGI
225
EAM Global Investors
California
-$1.91M -67,547 Closed