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StoneX
SNEX

Overview Fund Activity

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.

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.51%
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
$2.22M
Net Calls
-$1.13M
Net Calls Change
-$1.82M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$23.6M
2
ACM
2
Ashford Capital Management
Delaware
$18.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$14.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$134M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$24.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.06M
2
AC
2
AltraVue Capital
Washington
$64.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$29.3M
4
Man Group
4
Man Group
United Kingdom
$0
5
CSC
5
Cove Street Capital
California
$7.68M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$3.94K 39 -42 -52%
Creative Planning
202
Creative Planning
Kansas
$2.07K 20 +20 New
BTI
203
Blue Trust Inc
Georgia
$2K 16 – –
AAS
204
Ameritas Advisory Services
Nebraska
$1.52K 15 +15 New
GRP
205
Global Retirement Partners
California
$1.52K 16 – –
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$1.45K 14 -3 -18%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$1.35K 13 – –
FCA
208
Fortis Capital Advisors
Kansas
$1.35K 13 +3 +30%
BAM
209
Belpointe Asset Management
Nevada
$1.35K 13 +3 +30%
BIA
210
Bell Investment Advisors
California
$1.24K 12 – –
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$1K 11 – –
SWM
212
Spire Wealth Management
Virginia
$828 8 +8 New
SC
213
Schubert & Co
Texas
$518 5 +5 New
JWA
214
JFS Wealth Advisors
Pennsylvania
$415 4 +3 +300%
ECM
215
Everence Capital Management
Indiana
$250 2,410 – –
SIC
216
SJS Investment Consulting
Ohio
$208 2 +2 New
DI
217
Disciplined Investments
Oklahoma
$207 2 +1 +100%
AF
218
Advisornet Financial
Minnesota
$104 1 +1 New
Man Group
219
Man Group
United Kingdom
– – -96,351 Closed
HF
220
HRT Financial
New York
– – -55,065 Closed
Lord, Abbett & Co
221
Lord, Abbett & Co
New Jersey
– – -37,429 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -32,600 Closed
EI
223
EAM Investors
California
– – -29,027 Closed
QC
224
Quadrature Capital
United Kingdom
– – -24,978 Closed
EGI
225
EAM Global Investors
California
– – -20,014 Closed
7 8
9
10 11