StoneX
SNEX
125 hedge funds and large institutions have $574M invested in StoneX in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 13 closing their positions.
14.95% more ownership
Funds ownership: 346.5% → 361.45% (+15%)
5% more capital invested
Capital invested by funds: $546M → $574M (+$28M)
10% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 42
9% more call options, than puts
Call options by funds: $255K | Put options by funds: $235K
4% less funds holding
Funds holding: 130 → 125 (-5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$26.4M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
+$5.06M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$4.86M |
| 4 |
BlackRock
New York
|
+$4.18M |
| 5 |
O
OppenheimerFunds
New York
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.56M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$4.47M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$3.3M |
| 4 |
QI
QS Investors
New York
|
-$2.66M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.04M |
SNEX Hedge Fund Activity: Q1 2018 in Review
125 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2018, worth a combined $574M — up 5.1% from $546M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SNEX and 9 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 46 added.
The largest buyer was Van Berkom & Associates, adding an estimated $26.4M. The largest seller was JP Morgan Chase, cutting an estimated $5.56M.
- 125 institutional investors held StoneX (SNEX) as of Q1 2018, down from 130 in Q4 2017.
- Funds reported $574M of StoneX stock for Q1 2018, up 5.1% quarter-over-quarter.
- 9 funds opened new StoneX positions in Q1 2018 and 13 closed out, a net change of -4 holders.
- The largest StoneX buyer in Q1 2018 was Van Berkom & Associates, an estimated $26.4M added.
- The largest StoneX seller in Q1 2018 was JP Morgan Chase, an estimated $5.56M sold.
Based on aggregated 13F filings for Q1 2018.