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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.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $574M → $716M (+$142M)

6.65% more ownership

Funds ownership: 240.97%247.61% (+6.6%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M +$7.17M +507,853 +7%
VBA
2
Van Berkom & Associates
Quebec, Canada
$81.9M +$663K +47,003 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.3M +$845K +59,849 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.1M +$279K +19,754 +0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.9M -$348K -24,634 -1%
PCMF
6
Private Capital Management (Florida)
Florida
$32.3M -$2.17M -154,038 -7%
PAIM
7
Punch & Associates Investment Management
Minnesota
$27.4M -$672K -47,638 -3%
CSC
8
Cove Street Capital
California
$27.4M -$261K -18,478 -1%
NTCM
9
Nine Ten Capital Management
Illinois
$24.4M
State Street
10
State Street
Massachusetts
$20.8M -$1.09M -77,142 -5%
O
11
OppenheimerFunds
New York
$20.2M -$816K -57,793 -4%
Invesco
12
Invesco
Georgia
$19.2M +$1.23M +87,375 +8%
SAM
13
Shell Asset Management
Netherlands
$18.8M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.6M +$12.1M +856,210 +378%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$14.7M +$13.5M +958,787 New
Ameriprise
16
Ameriprise
Minnesota
$13.7M -$1.92M -135,810 -13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.9M +$661K +46,841 +6%
Northern Trust
18
Northern Trust
Illinois
$10.3M +$202K +14,333 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$9.83M +$32.2K +2,284 +0.4%
AL
20
AJO LP
Pennsylvania
$8.42M +$19.6K +1,387 +0.3%
Prudential Financial
21
Prudential Financial
New Jersey
$7.6M +$565K +40,028 +9%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.31M +$104K +7,381 +2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$5.49M -$1.2M -85,013 -19%
Goldman Sachs
24
Goldman Sachs
New York
$4.23M +$1.68M +119,054 +76%
Charles Schwab
25
Charles Schwab
California
$4.15M +$294K +20,821 +8%