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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
34
Reduced
23
Closed
12
Calls
–
Puts
$727K
Net Calls
-$727K
Net Calls Change
-$122K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.2M
2
PCMF
Private Capital Management (Florida)
Florida
+$1.3M
3
BFA
BlackRock Fund Advisors
California
+$1.22M
4
CSC
Cove Street Capital
California
+$613K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$510K

Top Sellers

1
JFG
Jefferies Financial Group
New York
-$4.36M
2
RA
Royce & Associates
New York
-$1.63M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$917K
4
Ameriprise
Ameriprise
Minnesota
-$674K
5
Renaissance Technologies
Renaissance Technologies
New York
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
NTP
1
Nine Ten Partners
Illinois
$35.1M +$30.7M +5,757,851 New
PCMF
2
Private Capital Management (Florida)
Florida
$22.7M +$1.3M +242,679 +7%
Ameriprise
3
Ameriprise
Minnesota
$19M -$674K -126,211 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.7M +$7.2M +1,349,325 +97%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$13.9M +$146K +27,341 +1%
RA
6
Royce & Associates
New York
$13.4M -$1.63M -305,100 -12%
CSC
7
Cove Street Capital
California
$12.2M +$613K +114,953 +6%
PAIM
8
Punch & Associates Investment Management
Minnesota
$11.4M +$246K +46,008 +3%
JFG
9
Jefferies Financial Group
New York
$10.2M -$4.36M -817,138 -33%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$10M +$510K +95,557 +6%
Vanguard Group
11
Vanguard Group
Pennsylvania
$9.68M +$54.9K +10,281 +0.7%
BIT
12
BlackRock Institutional Trust
California
$9.53M -$131K -24,547 -2%
BFA
13
BlackRock Fund Advisors
California
$8.81M +$1.22M +229,227 +19%
JAM
14
Jupiter Asset Management
United Kingdom
$6.61M +$254K +47,588 +5%
State Street
15
State Street
Massachusetts
$5.17M +$18K +3,369 +0.4%
Northern Trust
16
Northern Trust
Illinois
$3.69M -$52.4K -9,828 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.55M -$81.4K -15,245 -4%
WIC
18
Woodmont Investment Counsel
Tennessee
$2.51M +$162K +30,386 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.27M – – –
RFC
20
Russell Frank Company
Washington
$2.22M +$12.9K +2,413 +0.7%
CBOA
21
Commonwealth Bank of Australia
Australia
$2.22M +$122K +22,771 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.77M +$49.3K +9,244 +3%
GCP
23
GSA Capital Partners
United Kingdom
$1.36M +$508K +95,185 +74%
TCIM
24
TIAA CREF Investment Management
New York
$1.35M +$15.3K +2,868 +1%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.13M +$63K +11,812 +6%
1
2 3 4

SNEX Hedge Fund Activity: Q4 2014 in Review

85 of the 3,749 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.