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129 hedge funds and large institutions have $467M invested in StoneX in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 121129 (+8)

1% more capital invested

Capital invested by funds: $462M → $467M (+$5.76M)

0.97% less ownership

Funds ownership: 220.86%219.89% (-0.97%)

93% less call options, than puts

Call options by funds: $379K | Put options by funds: $5.44M

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
16
Increased
48
Reduced
34
Closed
6
Calls
$379K
Puts
$5.44M
Net Calls
-$5.06M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$78.7M +$2.32M +211,080 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.8M -$13.9M -1,265,055 -28%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.1M +$97.4K +8,873 +0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27.6M -$1.16M -106,103 -4%
PCMF
5
Private Capital Management (Florida)
Florida
$27.5M -$1.27M -115,733 -5%
NTCM
6
Nine Ten Capital Management
Illinois
$23.1M -$1.93M -175,810 -8%
PAIM
7
Punch & Associates Investment Management
Minnesota
$20.9M +$410K +37,348 +2%
CSC
8
Cove Street Capital
California
$15.3M +$10.8M +985,945 +271%
State Street
9
State Street
Massachusetts
$14.5M +$32.2K +2,933 +0.2%
O
10
OppenheimerFunds
New York
$14.4M +$330K +30,031 +2%
SAM
11
Shell Asset Management
Netherlands
$14M -$76K -6,926 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$11.5M -$154K -14,057 -1%
Prudential Financial
13
Prudential Financial
New Jersey
$9.95M -$352K -32,096 -4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$9.57M +$537K +48,900 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.26M -$420K -38,269 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.56M -$119K -10,881 -2%
Northern Trust
17
Northern Trust
Illinois
$7.5M -$88.5K -8,063 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.13M -$398K -36,274 -5%
Invesco
19
Invesco
Georgia
$4.65M -$7.38K -672 -0.2%
NI
20
Numeric Investors
Massachusetts
$4.59M +$4.44M +404,531 New
Principal Financial Group
21
Principal Financial Group
Iowa
$4.49M +$91.5K +8,333 +2%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.95M +$2.44M +222,750 +178%
JAM
23
Jupiter Asset Management
United Kingdom
$3.16M +$3.06M +278,610 New
Goldman Sachs
24
Goldman Sachs
New York
$2.99M +$2.6M +236,537 +889%
Deutsche Bank
25
Deutsche Bank
Germany
$2.81M +$1.9M +173,408 +233%