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StoneX
SNEX

Overview Fund Activity

126 hedge funds and large institutions have $716M invested in StoneX in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
47
Reduced
31
Closed
8
Calls
$37K
Puts
–
Net Calls
+$37K
Net Calls Change
+$17K

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$14.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16.6M
3
BlackRock
3
BlackRock
New York
$121M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.23M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.27M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$3.69M
2
NRCM
2
Northern Right Capital Management
Connecticut
$0
3
PCMF
3
Private Capital Management (Florida)
Florida
$32.3M
4
Ameriprise
4
Ameriprise
Minnesota
$13.7M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$983K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$121M 2,339,611 +150,475 +7%
VBA
2
Van Berkom & Associates
Quebec, Canada
$81.9M 1,583,811 +13,927 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.3M 895,234 +17,733 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.1M 871,299 +5,853 +0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.9M 655,396 -7,299 -1%
PCMF
6
Private Capital Management (Florida)
Florida
$32.3M 623,989 -45,641 -7%
PAIM
7
Punch & Associates Investment Management
Minnesota
$27.4M 529,951 -14,115 -3%
CSC
8
Cove Street Capital
California
$27.4M 529,197 -5,475 -1%
NTCM
9
Nine Ten Capital Management
Illinois
$24.4M 472,752 – –
State Street
10
State Street
Massachusetts
$20.8M 402,709 -22,857 -5%
O
11
OppenheimerFunds
New York
$20.2M 391,493 -17,124 -4%
Invesco
12
Invesco
Georgia
$19.2M 370,955 +25,889 +8%
SAM
13
Shell Asset Management
Netherlands
$18.8M 364,510 – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.6M 320,816 +253,692 +378%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$14.7M 284,085 +284,085 New
Ameriprise
16
Ameriprise
Minnesota
$13.7M 264,205 -40,240 -13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.9M 248,841 +13,879 +6%
Northern Trust
18
Northern Trust
Illinois
$10.3M 199,462 +4,247 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$9.83M 190,185 +677 +0.4%
AL
20
AJO LP
Pennsylvania
$8.42M 162,874 +411 +0.3%
Prudential Financial
21
Prudential Financial
New Jersey
$7.6M 146,895 +11,860 +9%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.31M 122,075 +2,187 +2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$5.49M 106,158 -25,189 -19%
Goldman Sachs
24
Goldman Sachs
New York
$4.23M 81,748 +35,275 +76%
Charles Schwab
25
Charles Schwab
California
$4.15M 80,194 +6,169 +8%
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