StoneX
SNEX
85 hedge funds and large institutions have $241M invested in StoneX in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 12 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
40% more capital invested
Capital invested by funds: $172M → $241M (+$69.2M)
7% less funds holding
Funds holding: 91 → 85 (-6)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $727K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.2M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$1.3M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.22M |
| 4 |
CSC
Cove Street Capital
El Segundo,
California
|
+$613K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$4.36M |
| 2 |
RA
Royce & Associates
New York
|
-$1.63M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$917K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$674K |
| 5 |
Renaissance Technologies
New York
|
-$618K |
SNEX Hedge Fund Activity: Q4 2014 in Review
85 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2014, worth a combined $241M — up 40% from $172M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SNEX and 8 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 34 added.
The largest buyer was Wellington Management Group, adding an estimated $7.2M. The largest seller was Jefferies Financial Group, cutting an estimated $4.36M.
- 85 institutional investors held StoneX (SNEX) as of Q4 2014, down from 91 in Q3 2014.
- Funds reported $241M of StoneX stock for Q4 2014, up 40% quarter-over-quarter.
- 8 funds opened new StoneX positions in Q4 2014 and 12 closed out, a net change of -4 holders.
- The largest StoneX buyer in Q4 2014 was Wellington Management Group, an estimated $7.2M added.
- The largest StoneX seller in Q4 2014 was Jefferies Financial Group, an estimated $4.36M sold.
Based on aggregated 13F filings for Q4 2014.