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89 hedge funds and large institutions have $230M invested in StoneX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

10% more funds holding

Funds holding: 8189 (+8)

6% more capital invested

Capital invested by funds: $217M → $230M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $378K

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
31
Reduced
26
Closed
7
Calls
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$35.7M -$15.8M -2,828,021 -32%
Ameriprise
2
Ameriprise
Minnesota
$19M +$158K +28,347 +0.9%
RA
3
Royce & Associates
New York
$18.6M -$4.05M -723,600 -19%
JFG
4
Jefferies Financial Group
New York
$17.9M -$395K -70,680 -2%
PCMF
5
Private Capital Management (Florida)
Florida
$14.4M -$12.4K -2,214 -0.1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$12.9M +$12.2M +2,183,632 New
PAIM
7
Punch & Associates Investment Management
Minnesota
$10.7M -$57.4K -10,260 -0.6%
BIT
8
BlackRock Institutional Trust
California
$9.98M +$370K +66,197 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$9.25M +$322K +57,669 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.85M +$584K +104,402 +7%
BFA
11
BlackRock Fund Advisors
California
$7.68M -$116K -20,668 -2%
CSC
12
Cove Street Capital
California
$7.44M +$5.54M +991,045 +367%
JAM
13
Jupiter Asset Management
United Kingdom
$5.42M +$543K +97,200 +12%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$5.05M +$4.78M +855,762 New
State Street
15
State Street
Massachusetts
$4.99M -$107K -19,072 -2%
Northern Trust
16
Northern Trust
Illinois
$3.56M -$462K -82,624 -12%
MFAM
17
Motley Fool Asset Management
Virginia
$3.28M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.19M +$2.08M +371,831 New
RFC
19
Russell Frank Company
Washington
$1.94M +$1.73M +310,173 +1,352%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.86M -$15.8K -2,835 -0.9%
CBOA
21
Commonwealth Bank of Australia
Australia
$1.78M -$71.7K -12,825 -4%
WIC
22
Woodmont Investment Counsel
Tennessee
$1.74M +$7.55K +1,350 +0.5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.66M +$105K +18,721 +7%
TCIM
24
TIAA CREF Investment Management
New York
$1.33M -$11.3K -2,022 -0.9%
PPA
25
Parametric Portfolio Associates
Washington
$1.09M -$29.9K -5,356 -3%