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91 hedge funds and large institutions have $172M invested in StoneX in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

25% less capital invested

Capital invested by funds: $230M → $172M (-$58M)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $608K

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
34
Reduced
26
Closed
8
Calls
$3K
Puts
$608K
Net Calls
-$605K
Net Calls Change
-$227K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1
Private Capital Management (Florida)
Florida
$17.9M +$5.85M +1,036,385 +42%
Ameriprise
2
Ameriprise
Minnesota
$16.6M +$57.3K +10,138 +0.3%
RA
3
Royce & Associates
New York
$12.9M -$3.66M -648,675 -21%
JFG
4
Jefferies Financial Group
New York
$12.8M -$2.99M -529,831 -17%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$11.6M +$434K +76,859 +4%
CSC
6
Cove Street Capital
California
$9.71M +$3.57M +631,867 +50%
PAIM
7
Punch & Associates Investment Management
Minnesota
$9.36M +$38.2K +6,757 +0.4%
BIT
8
BlackRock Institutional Trust
California
$8.15M -$582K -103,052 -6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$8.1M +$60.8K +10,769 +0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.95M +$276K +48,826 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$7.12M +$3M +531,910 +62%
BFA
12
BlackRock Fund Advisors
California
$6.24M -$485K -85,847 -7%
JAM
13
Jupiter Asset Management
United Kingdom
$5.32M +$665K +117,787 +13%
State Street
14
State Street
Massachusetts
$4.34M +$1.58K +280 +0%
Northern Trust
15
Northern Trust
Illinois
$3.16M +$74.6K +13,210 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.22M +$671K +118,827 +38%
WIC
17
Woodmont Investment Counsel
Tennessee
$1.96M +$496K +87,908 +30%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.91M
RFC
19
Russell Frank Company
Washington
$1.85M +$152K +26,949 +8%
CBOA
20
Commonwealth Bank of Australia
Australia
$1.75M +$225K +39,825 +13%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.44M -$1.26K -223 -0.1%
TCIM
22
TIAA CREF Investment Management
New York
$1.12M -$35.7K -6,321 -3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$951K +$126K +22,275 +14%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$917K +$32.7K +5,785 +3%
PPA
25
Parametric Portfolio Associates
Washington
$862K -$90.9K -16,096 -9%