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StoneX
SNEX

Overview Fund Activity

216 hedge funds and large institutions have $1.52B invested in StoneX in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 17 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
23
Increased
69
Reduced
87
Closed
17
Calls
$1.4M
Puts
$1.48M
Net Calls
-$87K
Net Calls Change
+$1.23M

Top Buyers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$97.2M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$6.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.41M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$52.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$262M
2
NTCM
2
Nine Ten Capital Management
Illinois
$69.3M
3
Millennium Management
3
Millennium Management
New York
$3.44M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$966K
5
EF
5
Empowered Funds
Pennsylvania
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$4.46K 46 – –
EWA
202
EverSource Wealth Advisors
Alabama
$4.07K 42 – –
LC
203
Lindbrook Capital
California
$3.88K 40 -4 -9%
VCM
204
Versant Capital Management
Arizona
$3.78K 39 – –
FHA
205
First Horizon Advisors
Tennessee
$2.91K 30 +30 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$2.71K 28 +10 +56%
BIA
207
Bell Investment Advisors
California
$2.23K 23 – –
GRP
208
Global Retirement Partners
California
$1.49K 16 – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.26K 13 – –
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$1.07K 11 – –
JWA
211
JFS Wealth Advisors
Pennsylvania
$679 7 +1 +17%
AWM
212
Abound Wealth Management
Tennessee
$388 4 – –
SIC
213
SJS Investment Consulting
Ohio
$291 3 – –
ECM
214
Everence Capital Management
Indiana
$234 2,410 +2,410 New
CFGS
215
Concourse Financial Group Securities
Alabama
$193 2 -16 -89%
RP
216
Riverwater Partners
Wisconsin
– – -7,801 Closed
Jane Street
217
Jane Street
New York
– – -6,970 Closed
Marshall Wace
218
Marshall Wace
United Kingdom
– – -6,968 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
219
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -6,460 Closed
NRD
220
Nebula Research & Development
New York
– – -5,558 Closed
DTL
221
Dynamic Technology Lab
Singapore
– – -5,553 Closed
SFI
222
Susquehanna Fundamental Investments
Pennsylvania
– – -5,399 Closed
CI Investments Inc
223
CI Investments Inc
Ontario, Canada
– – -4,032 Closed
Nomura Holdings
224
Nomura Holdings
Japan
– – -2,698 Closed
VF
225
Virtu Financial
New York
– – -2,559 Closed
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