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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: 216235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 88 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$44.4K -$1.28K -45 -3%
GCM
202
Gladius Capital Management
Illinois
$36K -$6.38K -224 -17%
FCA
203
FinTrust Capital Advisors
South Carolina
$33.2K
NMM
204
Naples Money Management
Florida
$29.9K +$26K +911 New
ASN
205
Advisory Services Network
Georgia
$22.2K +$19.3K +677 New
AssetMark Inc
206
AssetMark Inc
California
$21.9K -$38.5K -1,352 -67%
Federated Hermes
207
Federated Hermes
Pennsylvania
$19.3K -$1.85K -65 -10%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$16K -$1.34K -47 -9%
HI
209
Harbour Investments
Wisconsin
$8.05K -$28 -1 -0.4%
RTL
210
Red Tortoise LLC
Georgia
$8.05K -$28 -1 -0.4%
HCM
211
Hollencrest Capital Management
California
$7.53K
PWMG
212
Private Wealth Management Group
New Jersey
$6.5K +$5.64K +198 New
KFI
213
Key Financial Inc
Pennsylvania
$6.5K -$28 -1 -0.5%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$5.68K -$85 -3 -2%
NF
215
Norwood Financial
Pennsylvania
$5.54K
GI
216
GAMMA Investing
California
$5.19K +$5.07K +178 New
S
217
SignatureFD
Georgia
$5.09K -$17.5K -615 -80%
GWM
218
Geneos Wealth Management
Colorado
$5.09K
EWA
219
EverSource Wealth Advisors
Alabama
$4.65K
PS
220
Principal Securities
Iowa
$4.58K +$3.99K +140 New
LC
221
Lindbrook Capital
California
$4.43K
Bessemer Group
222
Bessemer Group
New Jersey
$3K +$2.51K +88 New
BIA
223
Bell Investment Advisors
California
$2.51K -$28 -1 -1%
DA
224
Denali Advisors
California
$2.51K +$2.19K +77 New
VCM
225
Versant Capital Management
Arizona
$2.07K -$1.97K -69 -52%

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.