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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.

New
Increased
Maintained
Reduced
Closed

9.97% more ownership

Funds ownership: 231%240.97% (+10%)

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: 130125 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
9
Increased
46
Reduced
42
Closed
13
Calls
$255K
Puts
$235K
Net Calls
+$20K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$93.4M +$4.18M +331,654 +5%
VBA
2
Van Berkom & Associates
Quebec, Canada
$67M +$26.4M +2,094,907 +65%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.5M -$482K -38,205 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.9M -$47.4K -3,760 -0.1%
PCMF
5
Private Capital Management (Florida)
Florida
$28.6M -$694K -55,047 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$28.3M -$1.04M -82,292 -4%
PAIM
7
Punch & Associates Investment Management
Minnesota
$23.2M -$53.1K -4,212 -0.2%
CSC
8
Cove Street Capital
California
$22.8M +$5.06M +400,950 +29%
NTCM
9
Nine Ten Capital Management
Illinois
$20.2M
State Street
10
State Street
Massachusetts
$18.2M +$1.02M +80,990 +6%
O
11
OppenheimerFunds
New York
$17.4M +$4.17M +330,240 +31%
SAM
12
Shell Asset Management
Netherlands
$15.6M
Invesco
13
Invesco
Georgia
$14.7M +$1.29M +102,006 +10%
Ameriprise
14
Ameriprise
Minnesota
$13M +$159K +12,609 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10M +$247K +19,558 +3%
Northern Trust
16
Northern Trust
Illinois
$8.33M +$20.7K +1,641 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.09M +$346K +27,399 +4%
AL
18
AJO LP
Pennsylvania
$6.93M +$4.86M +385,388 +237%
AQR Capital Management
19
AQR Capital Management
Connecticut
$6.38M -$3.3M -261,485 -34%
Prudential Financial
20
Prudential Financial
New Jersey
$5.76M -$4.47M -354,345 -44%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$5.61M +$172K +13,621 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.12M +$154K +12,221 +3%
JAM
23
Jupiter Asset Management
United Kingdom
$3.5M -$332K -26,298 -9%
NRCM
24
Northern Right Capital Management
Connecticut
$3.4M -$1.88M -149,344 -36%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.38M -$5.56M -440,718 -62%