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130 hedge funds and large institutions have $546M invested in StoneX in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $467M → $546M (+$79.1M)

11.11% more ownership

Funds ownership: 219.89%231% (+11%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 129130 (+1)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

70% less call options, than puts

Call options by funds: $437K | Put options by funds: $1.44M

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
16
Increased
34
Reduced
51
Closed
15
Calls
$437K
Puts
$1.44M
Net Calls
-$1M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.9M +$1.53M +123,947 +2%
VBA
2
Van Berkom & Associates
Quebec, Canada
$40.4M +$39.5M +3,203,452 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.8M +$7.96K +645 +0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.9M -$4.96M -401,895 -12%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$29.2M -$1.43M -115,790 -5%
PCMF
6
Private Capital Management (Florida)
Florida
$29.2M -$1.33M -107,611 -4%
PAIM
7
Punch & Associates Investment Management
Minnesota
$23.2M +$9.87K +800 +0%
NTCM
8
Nine Ten Capital Management
Illinois
$20.1M -$5.42M -439,773 -22%
CSC
9
Cove Street Capital
California
$17.7M +$666K +54,000 +4%
State Street
10
State Street
Massachusetts
$17.1M +$936K +75,917 +6%
SAM
11
Shell Asset Management
Netherlands
$15.5M
Invesco
12
Invesco
Georgia
$13.4M +$8.05M +652,918 +159%
O
13
OppenheimerFunds
New York
$13.2M -$2.66M -215,774 -17%
Ameriprise
14
Ameriprise
Minnesota
$12.8M -$6.16K -499 -0%
Prudential Financial
15
Prudential Financial
New Jersey
$10.2M -$817K -66,238 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.75M -$519K -42,056 -5%
AQR Capital Management
17
AQR Capital Management
Connecticut
$9.65M -$954K -77,338 -9%
JP Morgan Chase
18
JP Morgan Chase
New York
$8.92M +$485K +39,319 +6%
Northern Trust
19
Northern Trust
Illinois
$8.28M -$41.3K -3,348 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.71M -$199K -16,143 -3%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$5.46M +$2.32M +188,015 +78%
NRCM
22
Northern Right Capital Management
Connecticut
$5.27M +$5.16M +418,500 New
Principal Financial Group
23
Principal Financial Group
Iowa
$4.95M -$37.7K -3,058 -0.8%
JAM
24
Jupiter Asset Management
United Kingdom
$3.83M +$307K +24,887 +9%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.09M -$1.27M -102,600 -29%