StoneX
SNEX
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.
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: 81 → 89 (+8)
6% more capital invested
Capital invested by funds: $217M → $230M (+$12.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $378K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$12.2M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
+$5.54M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.08M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$15.8M |
| 2 |
RA
Royce & Associates
New York
|
-$4.05M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
-$487K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$462K |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$429K |
SNEX Hedge Fund Activity: Q2 2014 in Review
89 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q2 2014, worth a combined $230M — up 5.9% from $217M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SNEX positions and 7 closed out — a net gain of 9 holders — while 31 added to existing stakes and 26 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $12.2M. The largest seller was Bares Capital Management, cutting an estimated $15.8M.
- 89 institutional investors held StoneX (SNEX) as of Q2 2014, up from 81 in Q1 2014.
- Funds reported $230M of StoneX stock for Q2 2014, up 5.9% quarter-over-quarter.
- 16 funds opened new StoneX positions in Q2 2014 and 7 closed out, a net change of +9 holders.
- The largest StoneX buyer in Q2 2014 was Bank of Montreal, an estimated $12.2M added.
- The largest StoneX seller in Q2 2014 was Bares Capital Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2014.